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
| # | Plan | State | Active | Assets | Cost / participant |
|---|---|---|---|---|---|
| 1 | Tillys 401(k) PlanTillys | CA | 7,242 | $46.9M | $14.78 |
| 2 | Super Center Concepts, Inc. 401(k) PlanSuper Center Concepts, Inc. D/B/A Superior Super W | CA | 6,788 | $39.0M | $12.47 |
| 3 | World Market 401(k) PlanWorld Market, LLC | CA | 6,138 | $78.7M | $29.35 |
| 4 | Torrid 401(k) PlanTorrid LLC | CA | 6,113 | $29.3M | $2.95 |
| 5 | Citi Trends, Inc. 401(k) Profit Sharing PlanCiti Trends, Inc. | GA | 5,924 | $18.9M | $12.75 |
| 6 | Jako Enterprises, LLC 401(k) Profit Sharing PlanJako Enterprises, LLC | PA | 5,428 | $15.5M | $9.20 |
| 7 | Kirkland's, Inc. Retirement PlanKirkland's Inc. | TN | 4,791 | $35.2M | $27.97 |
| 8 | Lakeshore Learning Materials 401(k) PlanLakeshore Learning Materials, LLC | CA | 4,674 | $199.6M | $53.84 |
| 9 | Discount Drug Mart, Inc. 401(k) Profit Sharing PlanDiscount Drug Mart, Inc. | OH | 4,662 | $169.4M | $35.27 |
| 10 | Walgreens Puerto Rico Retirement Savings PlanWalgreen Co. | IL | 4,057 | $165.6M | $37.02 |
| 11 | The Home Depot FutureBuilder For Puerto RicoHome Depot Puerto Rico, Inc. | GA | 3,026 | $37.0M | $57.84 |
| 12 | Fortune Enterprise Holdings Inc. 401(k) PlanFortune Enterprise Holdings Inc. | CA | 2,423 | $1.6M | $14.90 |
| 13 | Osl Retail Services 401(k) PlanOsl Retail Services Inc. | NJ | 1,846 | $1.3M | $13.01 |
| 14 | Costco Puerto Rico Retirement PlanCostco Wholesale Corporation | WA | 1,340 | $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.