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  2. COSTCO WHOLESALE CORPORATION
Sponsor portfolioTH

COSTCO WHOLESALE CORPORATION

EIN 91-1223280-retail-Latest filing 2025
Plans
7
Retirement
2
$41.14B assets
Welfare
5
$264.2M premiums
Participants
1,086,582
999 LAKE DRIVE - ISSAQUAH, WA 98027425-313-8100costco.comLinkedIn10001+ employeesretail
Plans on this EIN
7 filings
#002ESOP-$41.02B - 263,899 part#005401k-$127.2M - 1,473 part#501Fully Insured-$264.2M - 210,577 lives#510Self Funded-0 lives#511Unknown-0 lives#512Self Funded-0 lives#513Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $41.14B assets / 265,372 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • 401K RETIREMENT PLAN (#002)100%
  • RICO RETIREMENT PLAN (#005)0%
Total $41.14BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • T ROWE PRICE RPS INC100%
Total $41.14BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401K RETIREMENT PLAN (#002)263,899
  • RICO RETIREMENT PLAN (#005)1,473
Total 265,372Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

COSTCO 401K RETIREMENT PLAN

ESOP

Assets$41.02B
Participants263,899
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

COSTCO PUERTO RICO RETIREMENT PLAN

401k

Assets$127.2M
Participants1,473
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COSTCO WHOLESALE CORPORATION EMPLOYEE BENEFITS PROGRAM II

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$264.2M
Covered lives210,577
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

COSTCO EMPLOYEE BENEFITS PROGRAM

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

COSTCO WHOLESALE CORPORATION CAFETERIA PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

COSTCO WHOLESALE CORPORATION VISION AND PRESCRIPTION DRUG PROGRAMS

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513

COSTCO WHOLESALE CORPORATION TEXAS INJURY BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002COSTCO 401K RETIREMENT PLANESOP$41.02B263,8992024
005COSTCO PUERTO RICO RETIREMENT PLAN401k$127.2M1,4732024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COSTCO WHOLESALE CORPORATION EMPLOYEE BENEFITS PROGRAM IIFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$264.2M210,5772024
510COSTCO EMPLOYEE BENEFITS PROGRAMSelf Funded-$002024
511COSTCO WHOLESALE CORPORATION CAFETERIA PLANUnknown-$002024
512COSTCO WHOLESALE CORPORATION VISION AND PRESCRIPTION DRUG PROGRAMSSelf Funded-$002024
513COSTCO WHOLESALE CORPORATION TEXAS INJURY BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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