401k Record

Employers › Costco Wholesale

Costco Wholesale 401(k)

Recordkeeping fees per participant · largest plan, Costco 401(k) Retirement Plan · plan year 2024

$22.92

Higher than 30% of the 790 plans over $1B that report it.

Source

= $5,845,090 / 255,058
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250707151535NAL0009305842001, received 2025-07-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250707151535NAL0009305842001, received 2025-07-07

10th: $6.72median $34.2890th: $56.58

Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-07-07.

Largest plan, all six figures: Costco 401(k) Retirement Plan

Recordkeeping fees per participantheadline

$22.92

10th: $6.72median $34.2890th: $56.58

Higher than 30% of the 790 plans over $1B that report it.

Source

= $5,845,090 / 255,058
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250707151535NAL0009305842001, received 2025-07-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250707151535NAL0009305842001, received 2025-07-07

Administrative expenses excluding investment management, per participant

$23.41

10th: $9.43median $44.4790th: $97.55

Higher than 21% of the 1,045 plans over $1B that report it.

Source

= $5,970,210 / 255,058
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250707151535NAL0009305842001, received 2025-07-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250707151535NAL0009305842001, received 2025-07-07

Administrative expenses per participant

$23.41

10th: $24.33median $70.0390th: $174.36

Higher than 10% of the 1,076 plans over $1B that report it.

Source

= $5,970,210 / 255,058
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250707151535NAL0009305842001, received 2025-07-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250707151535NAL0009305842001, received 2025-07-07

Administrative expenses as a share of assets

0.015%

10th: 0.013%median 0.046%90th: 0.111%

Higher than 11% of the 1,076 plans over $1B that report it.

Source

= $5,970,210 / $41,017,392,708
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250707151535NAL0009305842001, received 2025-07-07
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250707151535NAL0009305842001, received 2025-07-07

Employer contributions per participant

$2,669

10th: $1,442median $3,74490th: $8,760

Higher than 30% of the 1,135 plans over $1B that report it.

Source

= $680,725,254 / 255,058
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250707151535NAL0009305842001, received 2025-07-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250707151535NAL0009305842001, received 2025-07-07

Employer share of total contributions

37.3%

10th: 19.8%median 33.4%90th: 47.5%

Higher than 66% of the 1,135 plans over $1B that report it.

Source

= $680,725,254 / $1,825,276,526
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250707151535NAL0009305842001, received 2025-07-07
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250707151535NAL0009305842001, received 2025-07-07

Plan terms, as stated in Costco Wholesale Corporation's SEC filings

Employer match

“The Company matches the lesser of 50% of each employee’s deferral contribution or $500 per year.”

Form 11-K filed 2026-06-29, for the year ended 2025-12-31 · plan description note, contributions · source document

Vesting

“Effective for participants employed on or after August 1, 2024, employer contributions are 100% vested and nonforfeitable.”

Form 11-K filed 2026-06-29, for the year ended 2025-12-31 · plan description note, vesting · source document

Automatic enrollment

“All newly-eligible participants entering the Plan are automatically enrolled at a salary contribution rate of 4%.”

Form 11-K filed 2026-06-29, for the year ended 2025-12-31 · plan description note, contributions · source document

Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.

Plans sponsored

PlanAssetsParticipants with a balanceHeadlineYear
Costco 401(k) Retirement Plan$41,017,392,708255,058 $22.92 recordkeeping fees per participant2024
Costco Puerto Rico Retirement Plan$127,165,6361,452 $42.83 recordkeeping fees per participant2024

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Sponsor name as filed: COSTCO WHOLESALE CORPORATION; SEC registrant: COSTCO WHOLESALE CORP /NEW (CIK 909832, matched by EIN; display name from the Form 10-K cover).