401(k) Monitor

Retail 401(k) plans with 1,000 to 4,999 participants

14 large 401(k) plans in retail reported 1,000 to 4,999 participants on their latest Form 5500 and have a page here. All of them are listed here, ranked by active participants.

Active participants means people still building up a balance, which is the count Form 5500 reports separately from total participants. Every row links to its own page, where the figures below come with the filing they were read from. The site reads every large filing in the DOL data and publishes a page for a part of it.

The plans

Ranked by active participants, the same order the site publishes plan pages in. Assets are Schedule H total assets at end of plan year, in USD. Cost per participant is plan-paid administrative expense, and a filing that itemized none says so instead of showing a zero.
#PlanStateActiveAssetsCost / participant
1Tillys 401(k) PlanTillysCA7,242$46.9M$14.78
2Super Center Concepts, Inc. 401(k) PlanSuper Center Concepts, Inc. D/B/A Superior Super WCA6,788$39.0M$12.47
3World Market 401(k) PlanWorld Market, LLCCA6,138$78.7M$29.35
4Torrid 401(k) PlanTorrid LLCCA6,113$29.3M$2.95
5Citi Trends, Inc. 401(k) Profit Sharing PlanCiti Trends, Inc.GA5,924$18.9M$12.75
6Jako Enterprises, LLC 401(k) Profit Sharing PlanJako Enterprises, LLCPA5,428$15.5M$9.20
7Kirkland's, Inc. Retirement PlanKirkland's Inc.TN4,791$35.2M$27.97
8Lakeshore Learning Materials 401(k) PlanLakeshore Learning Materials, LLCCA4,674$199.6M$53.84
9Discount Drug Mart, Inc. 401(k) Profit Sharing PlanDiscount Drug Mart, Inc.OH4,662$169.4M$35.27
10Walgreens Puerto Rico Retirement Savings PlanWalgreen Co.IL4,057$165.6M$37.02
11The Home Depot FutureBuilder For Puerto RicoHome Depot Puerto Rico, Inc.GA3,026$37.0M$57.84
12Fortune Enterprise Holdings Inc. 401(k) PlanFortune Enterprise Holdings Inc.CA2,423$1.6M$14.90
13Osl Retail Services 401(k) PlanOsl Retail Services Inc.NJ1,846$1.3M$13.01
14Costco Puerto Rico Retirement PlanCostco Wholesale CorporationWA1,340$127.2M$39.66

Other plan sizes in Retail

Fees per participant fall as plans get bigger, so the useful comparison is inside a size band rather than across them.

100 to 499 participants (10)500 to 999 participants (3)5,000 or more participants (183)

Back to Retail

Retail 401(k) plans has the median plan-paid fee, the largest plans, and the other size bands. The whole directory starts at industries.