Employers › Costco Wholesale › plan 002
Recordkeeping fees per participant · Costco 401(k) Retirement Plan · plan year 2024
$22.92
Higher than 30% of the 790 plans over $1B that report it.
= $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
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.
Administrative expenses excluding investment management, per participant
$23.41
Higher than 21% of the 1,045 plans over $1B that report it.
= $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
Higher than 10% of the 1,076 plans over $1B that report it.
= $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%
Higher than 11% of the 1,076 plans over $1B that report it.
= $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
Higher than 30% of the 1,135 plans over $1B that report it.
= $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%
Higher than 66% of the 1,135 plans over $1B that report it.
= $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
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2O ESOP-related feature · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250707151535NAL0009305842001, received 2025-07-07
| Field | Value | Source |
|---|---|---|
| Plan sponsor | COSTCO WHOLESALE CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250707151535NAL0009305842001, received 2025-07-07 |
| Plan name | COSTCO 401K RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250707151535NAL0009305842001, received 2025-07-07 |
| Sponsor EIN / plan number | 91-1223280 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250707151535NAL0009305842001, received 2025-07-07 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250707151535NAL0009305842001, received 2025-07-07 |
| Sponsor location | ISSAQUAH, WA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250707151535NAL0009305842001, received 2025-07-07 |
| Industry (business code) | 452300, Retail trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250707151535NAL0009305842001, received 2025-07-07 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250707151535NAL0009305842001, received 2025-07-07 |
| Filing received | 2025-07-07 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250707151535NAL0009305842001, received 2025-07-07 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250707151535NAL0009305842001, received 2025-07-07 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250707151535NAL0009305842001, received 2025-07-07 |
| Participants, beginning of year | 255,370 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250707151535NAL0009305842001, received 2025-07-07 |
| Active participants | 212,976 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250707151535NAL0009305842001, received 2025-07-07 |
| Participants, end of year | 263,899 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250707151535NAL0009305842001, received 2025-07-07 |
| Participants with an account balance | 255,058 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250707151535NAL0009305842001, received 2025-07-07 |
| Total assets, beginning of year | $33,384,845,813 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250707151535NAL0009305842001, received 2025-07-07 |
| Total assets, end of year | $41,017,392,708 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250707151535NAL0009305842001, received 2025-07-07 |
| Net assets, end of year | $41,017,392,708 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250707151535NAL0009305842001, received 2025-07-07 |
| Total income | $10,648,852,740 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250707151535NAL0009305842001, received 2025-07-07 |
| Net income | $7,632,546,895 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250707151535NAL0009305842001, received 2025-07-07 |
| Employer contributions | $680,725,254 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250707151535NAL0009305842001, received 2025-07-07 |
| Participant contributions | $1,096,633,808 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250707151535NAL0009305842001, received 2025-07-07 |
| Other contributions (incl. rollovers) | $47,917,464 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250707151535NAL0009305842001, received 2025-07-07 |
| Total contributions | $1,825,276,526 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250707151535NAL0009305842001, received 2025-07-07 |
| Benefit payments | $2,998,617,477 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250707151535NAL0009305842001, received 2025-07-07 |
| Total expenses (incl. benefit payments) | $3,016,305,845 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250707151535NAL0009305842001, received 2025-07-07 |
| Total administrative expenses | $5,970,210 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250707151535NAL0009305842001, received 2025-07-07 |
| Recordkeeping fees | $5,845,090 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250707151535NAL0009305842001, received 2025-07-07 |
| Administrative expenses excluding investment management | $5,970,210 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250707151535NAL0009305842001, received 2025-07-07 |
| Held in common/collective trusts | $13,836,797,801 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250707151535NAL0009305842001, received 2025-07-07 |
| Held in mutual funds | $2,353,270,273 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250707151535NAL0009305842001, received 2025-07-07 |
| Independent auditor | CROWE LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250707151535NAL0009305842001, received 2025-07-07 |
Position = column in the DOL layout for form year 2024. Filing 20250707151535NAL0009305842001, received 2025-07-07.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| T ROWE PRICE RPS INCrecordkeeper | NONE | 15 Recordkeeping and information management; 21 Trustee (bank, trust company or similar); 25 Trustee (directed); 28 Investment management; 37 Participant loan processing; 38 Participant communication; 49 Other services; 50 Direct payment from the plan; 52 Investment management fees paid indirectly by plan; 59 Shareholder servicing fees; 62 Float revenue; 64 Recordkeeping fees; 65 Account maintenance fees | $5,737,790 | yes |
| MONDRESS MONACO PARR LOCKWOOD PLLC | NONE | 16 Consulting (general); 50 Direct payment from the plan | $123,900 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250707151535NAL0009305842001, received 2025-07-07.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $33,384,845,813 | $41,017,392,708 | 22.9% |
| Participants with a balance | 233,274 | 255,058 | 9.3% |
| Administrative expenses | $5,272,531 | $5,970,210 | 13.2% |
| Recordkeeping fees per participant | $22.22 | $22.92 | 3.1% |
| Employer contributions | $644,916,236 | $680,725,254 | 5.6% |
Prior filing 20240805154453NAL0000823779001, received 2024-08-05; the plan years are contiguous.