PlanOptica
Retirement plan

JET.COM RETIREMENT TRUST

WALMART INC.EIN 71-0415188Plan #006PY 2023
Sign in to saveView 5500 PDF
508 SW 8TH STREET - BENTONVILLE, AR 72716800-421-1362walmart.comLinkedIn10001+ employeesretail
Other plans on this EIN
2 filings
#003Retirement-$36.75B assets#004Retirement-$112.6M assets
Prospect flagsLow assets / participantWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(800) 421-1362
How to read this page

Summary metrics

Total assets (EOY)
$4M
-0.8% from 2019
Total participants
473
-27.8% from 2019
Average account balance
$8,367
+246.0% from 2019
Annual return
19.79%
-26.40 pp from 2019

Benchmarks

See 503 peers
Peer group
Industry45 - Retail Trade
Plan typeDefined contribution
Participants100-249
Cohort503 peers
Snapshot2023
Participant deferral / active EE
$0
median $2,880
Employer contribution / active EE
$0
median $1,231
Participation rate
100.0%
median 66.9%
Avg account balance
$8,367
median $40,651
Admin fee / account holder
$3
median $277
Annual return
19.79%
median 17.99%
Overall peer rank
66th 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

Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

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

2 tripped
  • 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
$1K
$5 / participant
  • Recordkeeping$1K100.0%
% of EOY assets
0.031%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

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