Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
WALMART INC.
EIN 71-0415188retailLatest filing 2025
Plans
6
Retirement
3
$50.97B assets
Welfare
3
$1.07B premiums
Participants
3,819,769
Retirement portfolio analytics
3 plans aggregated / $50.97B assets / 1,983,316 participantsParticipants by plan
Active + retired + deferred vested
- WALMART 401(K) (#003)1,970,230
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$4.3M
Participants429
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$1.07B
Covered lives1,650,312
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 | $4.3M | 429 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WALMART INC. ASSOCIATES' HEALTH AND WELFARE PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $1.07B | 1,650,312 | 2024 | |
| 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