Costco Wholesale

Costco Wholesale Corporation · ISSAQUAH, WA · COST (Nasdaq) · Retail trade · sponsor EIN 91-1223280 · 2 plans with Schedule H financials, latest plan year 2024

SEC registrant: Costco Wholesale Corp.

Largest plan: COSTCO 401K RETIREMENT PLAN

$41,017,392,708 in assets · 255,058 participants with a balance · plan year 2024-01-01 to 2024-12-31 · full record

Recordkeeping fees per participant (headline)
$22.92
higher than 30% of the 790 plans of similar size (>$1B) that report it
= recordkeeping_fees / participants_with_balance. Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250707151535NAL0009305842001, received 2025-07-07 · participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250707151535NAL0009305842001, received 2025-07-07
Administrative expenses excluding investment management, per participant
$23.41
higher than 21% of the 1,045 plans of similar size (>$1B) that report it
= admin_excl_invmgmt / participants_with_balance. derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250707151535NAL0009305842001, received 2025-07-07 · participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250707151535NAL0009305842001, received 2025-07-07
Administrative expenses per participant
$23.41
higher than 10% of the 1,076 plans of similar size (>$1B) that report it
= admin_expenses / participants_with_balance. Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250707151535NAL0009305842001, received 2025-07-07 · participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250707151535NAL0009305842001, received 2025-07-07
Administrative expenses as a share of assets
0.015%
higher than 11% of the 1,076 plans of similar size (>$1B) that report it
= admin_expenses / assets_eoy. Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250707151535NAL0009305842001, received 2025-07-07 · assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250707151535NAL0009305842001, received 2025-07-07
Employer contributions per participant
$2,669
higher than 30% of the 1,135 plans of similar size (>$1B) that report it
= employer_contrib / participants_with_balance. Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250707151535NAL0009305842001, received 2025-07-07 · participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250707151535NAL0009305842001, received 2025-07-07
Employer share of total contributions
37.3%
higher than 66% of the 1,135 plans of similar size (>$1B) that report it
= employer_contrib / total_contrib. Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250707151535NAL0009305842001, received 2025-07-07 · total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250707151535NAL0009305842001, received 2025-07-07

Plan terms

Quoted from Costco Wholesale Corporation's SEC filing. The figures on this page cover the plan year ended 2024-12-31, a different period: terms may have changed between the two. The plan document governs; these are the filing's own words.

Employer match

“The Company matches the lesser of 50% of each employee’s deferral contribution or $500 per year.”

As stated in Costco Wholesale Corporation's Form 11-K filed 2026-06-29 (SEC): source document; plan description note, contributions section.

Vesting

“Effective for participants employed on or after August 1, 2024, employer contributions are 100% vested and nonforfeitable.”

As stated in Costco Wholesale Corporation's Form 11-K filed 2026-06-29 (SEC): source document; plan description note, vesting section.

Automatic enrollment

“All newly-eligible participants entering the Plan are automatically enrolled at a salary contribution rate of 4%.”

As stated in Costco Wholesale Corporation's Form 11-K filed 2026-06-29 (SEC): source document; plan description note, contributions section.

Plans sponsored

PlanAssetsParticipants with a balanceHeadlineYear
COSTCO 401K RETIREMENT PLAN$41,017,392,708255,058 $22.92 recordkeeping fees per participant2024
COSTCO PUERTO RICO RETIREMENT PLAN$127,165,6361,452 $42.83 recordkeeping fees per participant2024

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Sponsor name as filed: COSTCO WHOLESALE CORPORATION; SEC registrant: COSTCO WHOLESALE CORP /NEW (CIK 909832, matched by EIN).