Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
WALMART INC.
EIN 71-0415188retailLatest filing 2025
Plans
6
Retirement
3
$50.98B assets
Welfare
3
$1.08B premiums
Participants
3,845,928
Retirement portfolio analytics
3 plans aggregated / $50.98B assets / 1,983,263 participantsParticipants by plan
Active + retired + deferred vested
- WALMART 401(K) (#003)1,970,230
Benefits portfolio analytics
3 plans / $1.08B premiums / 1,676,677 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$562.8M
- Prescription drug$368.6M
- Other$322.2M
- Life$244.9M
- Short-term disability$122.9M
- Long-term disability$122.9M
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
34%top
- KAISER FOUNDATION HEALTH PLAN INC34%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA23%
- AETNA LIFE INSURANCE COMPANY12%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY11%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY7%
- +3 more
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
WALMART 401(K) PLAN
ESOP
Assets$50.79B
Participants1,970,230
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
WALMART PUERTO RICO 401(K) PLAN
ESOP
Assets$180.2M
Participants12,657
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
JET.COM RETIREMENT TRUST
401k
Assets$4.8M
Participants376
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WALMART INC. ASSOCIATES' HEALTH AND WELFARE PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$1.08B
Covered lives1,676,677
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
WALMART INC. TEXAS INJURY CARE BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#550
WALMART INC. WYOMING WORKERS' COMPENSATION BENEFITS PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | WALMART 401(K) PLAN | ESOP | $50.79B | 1,970,230 | 2025 | |
| 004 | WALMART PUERTO RICO 401(K) PLAN | ESOP | $180.2M | 12,657 | 2025 | |
| 006 | JET.COM RETIREMENT TRUST | 401k | $4.8M | 376 | 2025 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WALMART INC. ASSOCIATES' HEALTH AND WELFARE PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $1.08B | 1,676,677 | 2025 | |
| 502 | WALMART INC. TEXAS INJURY CARE BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 550 | WALMART INC. WYOMING WORKERS' COMPENSATION BENEFITS PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans