Walmart

Walmart Inc. · BENTONVILLE, AR · WMT (Nasdaq) · Retail trade · sponsor EIN 71-0415188 · 3 plans with Schedule H financials, latest plan year 2024

Largest plan: WALMART 401(K) PLAN

$50,790,179,678 in assets · 1,161,254 participants with a balance · plan year 2024-02-01 to 2025-01-31 · full record

Recordkeeping fees per participant
not reported
Administrative expenses excluding investment management, per participant (headline)
$21.53
higher than 19% 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 20250814105617NAL0005370979001, received 2025-08-14 · participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250814105617NAL0005370979001, received 2025-08-14
Administrative expenses per participant
$35.53
higher than 16% 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 20250814105617NAL0005370979001, received 2025-08-14 · participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250814105617NAL0005370979001, received 2025-08-14
Administrative expenses as a share of assets
0.081%
higher than 80% 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 20250814105617NAL0005370979001, received 2025-08-14 · assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250814105617NAL0005370979001, received 2025-08-14
Employer contributions per participant
$1,572
higher than 11% 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 20250814105617NAL0005370979001, received 2025-08-14 · participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250814105617NAL0005370979001, received 2025-08-14
Employer share of total contributions
40.4%
higher than 75% 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 20250814105617NAL0005370979001, received 2025-08-14 · total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250814105617NAL0005370979001, received 2025-08-14

Plan terms

Quoted from Walmart Inc.'s SEC filing covering the period ended 2026-01-31. The figures on this page cover the plan year ended 2025-01-31, 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 match is 100% of deferrals up to 6% of each participant's eligible wages for the Plan year.”

As stated in Walmart Inc.'s Form 11-K filed 2026-07-16, for the period ended 2026-01-31 (SEC): source document; plan description note, contributions section.

Eligibility

“Each eligible employee who has completed at least 1,000 hours of service in a consecutive 12-month period commencing on date of hire (or during any subsequent Plan year) is eligible to participate in the Plan.”

As stated in Walmart Inc.'s Form 11-K filed 2026-07-16, for the period ended 2026-01-31 (SEC): source document; plan description note, general (fallback) section.

Vesting

“Participants are immediately vested in all elective, catch-up, rollover, Company matching and qualified non-elective contributions.”

As stated in Walmart Inc.'s Form 11-K filed 2026-07-16, for the period ended 2026-01-31 (SEC): source document; plan description note, vesting section.

Plans sponsored

PlanAssetsParticipants with a balanceHeadlineYear
WALMART 401(K) PLAN$50,790,179,6781,161,254 $21.53 administrative expenses excl. investment management, per participant2024
WALMART PUERTO RICO 401(K) PLAN$180,197,3319,532 $36.00 administrative expenses excl. investment management, per participant2024
JET.COM RETIREMENT TRUST$4,293,725429 $6.20 administrative expenses excl. investment management, per participant2024

Alerts, claims and corrections

Alert me when this filing changes

One email when a new Form 5500 for Walmart's plans appears in the Department of Labor data. Confirmation link first; unsubscribe link in every email.

Claim this plan

For the sponsor or its plan administrator: request to verify or annotate this page. A work email address at the sponsor speeds up verification.

Report a correction

Every figure is reproduced from the filing with its source. Tell us which figure and what the filing says instead.

Sponsor name as filed: WALMART INC.; SEC registrant: Walmart Inc. (CIK 104169, matched by EIN; display name from the Form 11-K cover).