PlanOptica
Retirement plan

JET.COM RETIREMENT TRUST

WALMART INC.EIN 71-0415188Plan #006PY 2020
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508 SW 8TH STREET - BENTONVILLE, AR 72716800-421-1362walmart.comLinkedIn10001+ employeesretail
Other plans on this EIN
2 filings
#003Retirement-$32.66B assets#004Retirement-$122.4M assets
Prospect flagsLow returnsLow assets / participantWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(800) 421-1362
Plan administrator signer
HOGANTAYLOR LLP PREPARER
Signed 10/11/2021
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Summary metrics

Total assets (EOY)
$4.9M
-0.8% from 2019
Total participants
1,028
-27.8% from 2019
Average account balance
$4,814
+246.0% from 2019
Annual return
10.18%
-26.40 pp from 2019

Benchmarks

See 248 peers
Peer group
Industry45 - Retail Trade
Plan typeDefined contribution
Participants250-999
Cohort248 peers
Snapshot2020
Participant deferral / active EE
$0
median $2,644
Employer contribution / active EE
$0
median $928
Participation rate
100.0%
median 80.8%
Avg account balance
$4,814
median $37,725
Admin fee / account holder
$14
median $87
Annual return
10.18%
median 16.23%
Overall peer rank
48th percentileavg across 6 metrics

Analytics

2018 - 2024
Total assets (EOY)
Plan-year ending balance
$4.29M
Average account balance
Total assets / participants with a balance (line 6g)
$10K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
429
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
100.0%
Contributions (total)
Employer and participant dollars contributed each year
Not enough data
0 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
Not enough data
0 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+11.23%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$6
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 1 by compensation
ProviderService typeCompensation
MERRILL LYNCH, PIERCE, FENNER AND S2 years
Service code 15 · EIN 13-5674085
Recordkeeping
$14,768

Top hat statement on fileNQDC

Filed February 24, 2012 (most recent of 3 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

Plan features & details

Pension benefit codes2E2F2G2J2T3D
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 2G
    Total participant-directed account plan
    Participants 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.
  • 2J
    Code section 401(k) feature
    Cash 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.
  • 2T
    Default investment account
    Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
  • 3D
    Pre-approved pension plan
    A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped
  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

  • OpportunityLow assets / participant

    Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II
Admin total
$15K
$27 / participant
  • Contract admin$15K100.0%
% of EOY assets
0.298%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm
HOGANTAYLOR LLP
Auditor EIN
731413977
Audit fees
(not subdivided)
Opinion code
Disclaimer