401(k) Retirement Plan · Active
WALMART PUERTO RICO 401(K) PLAN
WALMART INC.·EIN 710415188
508 SW 8TH STREET · BENTONVILLE, AR 727160295
Plan year
2024
Plan #
004
Industry
Filing ACK
202410171301…
Prospect flagsNo flags tripped
Summary metrics
Total assets (EOY)
$139.1M
$14,926 per participant
Active participants
12,406
88.6% participation
Participation rate
88.6%
31st percentile
Annual return
11.67%
8th percentile
Admin expense
0.17%
% of assets
Flag timeline
Issue history by plan year
Tripped years: 0Watched years: 0
2022
Clean
2023
Clean
2024
Clean
2025
Clean
CleanWatchedTripped (shade = count)
Section 02
How this plan compares
Peer groupIndustry45, Assets$100M-$500M, Participants>=10,000, Snapshot2024
- Participant contribution$92038th pctile
- Employer contribution$82777th pctile
- Participation rate88.6%31st pctile
- Assets per participant$14,9260th pctile
- Expense efficiency$1977th pctile
- Annual return11.67%8th pctile
Overall peer rank
- Bottom quartile
- Mid
- Top quartile
Averaged across 6 normalized metrics within the selected peer group.
Fee trend
Return trend
Section 03
10-year trajectory2022 - 2025
How plan year 2024 played out
Asset flow
+$26.51M
Start of year to end of year
Section 04
Asset composition
End-of-year allocation
Cash drag vs peers
Plan cash
0.6%
Peer average
0.2%
High vs peersPeer marker at 0.2%
Section 04
Service providers
Top 2 by compensation
| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER SMITH Service code 13 | Contract Administrator | $155,238 |
BANCO POPULAR DE PUERTO RICO Service code 21 | Bank Trustee | $47,430 |
Section 05Plan features & details
ShowHide features, contributions, expenses, fidelity bond & compliancePension benefit codes2E2F2G2J2K2T3C3H2O
Section 05
Plan features & details
ShowHide features, contributions, expenses, fidelity bond & compliance
Pension benefit codes2E2F2G2J2K2T3C3H2O
Plan features
- 2EProfit-sharingProfit-sharing plan.
- 2FERISA section 404(c) planThis plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
- 2GTotal participant-directed account planParticipants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
- 2JCode section 401(k) featureCash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
- 2KCode section 401(m) arrangementEmployee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
- 2TDefault investment accountTotal or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
- 3CPlan not intended to be qualifiedA plan not intended to be qualified under Code sections 401 403 or 408.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
- 2OESOP other than a leveraged ESOPEmployee stock ownership plan that is not leveraged.
Contributions
Employer total$9,015,024
Participant total$10,034,184
Employer / P$827
Participant / P$920
Expenses
Admin expenses$203,783
Per participant$18.68
% of assets0.15%
Fidelity bond
Coverage amount$100,000,000
% of assets71.89%
Section 06
Other plans under this sponsor
Same EIN ·710415188