What your employer's retirement plan reported
The Form 5500 record of every employer retirement plan with 100 or more participants: assets, participants, contributions, fees and providers. Each plan is set beside the medians for plans of the same size, industry and type.
72,371plans with 100+ participants on this siteplan years 2024 and 2025
$12.05Tnet assets reported, plan year 2024139,847,537 participant records
$53,031median 401(k)-type plan: assets per participantemployer adds $2,174 per active participant
$123median Schedule C compensation per participant0.26% of net assets
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 holds plan-level totals only; no individual account exists in the data. Filings received by the Department of Labor through 24 Aug 2026.
The median plan, plan year 2024
| Plans with 100+ participants | DC: 25th | DC: median | DC: 75th | DB: median |
|---|---|---|---|---|
| Net assets per participant | $26,065 | $53,031 | $98,963 | $86,234 |
| Employer contributions per active participant | $1,015 | $2,174 | $4,117 | $10,244 |
| Schedule C compensation per participant | $54.08 | $123 | $226 | $344 |
| Administrative expenses per participant | $46.21 | $116 | $218 | $527 |
DC: defined contribution plans such as 401(k) and 403(b) (66,947 plans). DB: defined benefit pensions (5,375). How these are computed: methodology. What they leave out: what Form 5500 shows and does not.
Fifteen years of filings
127,880 pension plans filed the full form for 2024 and 746,953 small plans the short Form 5500-SF. Plan year 2025 is still being filed (9,903 large plans so far) and is left off the charts.
States
- Alabama 794 plans · $50.3B
- Alaska 154 plans · $13.5B
- Arizona 1,043 plans · $90.4B
- Arkansas 377 plans · $77.8B
- California 8,061 plans · $1.28T
- Colorado 1,175 plans · $85.3B
- Connecticut 1,121 plans · $320.3B
- Delaware 216 plans · $52.1B
- District of Columbia 666 plans · $152.1B
- Florida 3,082 plans · $304.6B
- Georgia 1,871 plans · $410.8B
- Hawaii 272 plans · $27.3B
- Idaho 318 plans · $29.7B
- Illinois 3,518 plans · $791.8B
- Indiana 1,431 plans · $145.9B
- Iowa 829 plans · $68.8B
- Kansas 734 plans · $46.8B
- Kentucky 822 plans · $73.8B
- Louisiana 713 plans · $56.8B
- Maine 333 plans · $32.6B
- Maryland 1,528 plans · $295.3B
- Massachusetts 2,556 plans · $433.3B
- Michigan 2,476 plans · $405.3B
- Minnesota 1,840 plans · $448.2B
- Mississippi 307 plans · $15.2B
- Missouri 1,370 plans · $229.3B
- Montana 204 plans · $9.42B
- Nebraska 523 plans · $60.7B
- Nevada 368 plans · $29.6B
- New Hampshire 370 plans · $24.3B
- New Jersey 2,347 plans · $665.2B
- New Mexico 245 plans · $32.0B
- New York 5,701 plans · $1.08T
- North Carolina 1,771 plans · $352.7B
- North Dakota 277 plans · $20.7B
- Ohio 3,127 plans · $464.2B
- Oklahoma 646 plans · $47.1B
- Oregon 928 plans · $82.4B
- Pennsylvania 3,639 plans · $595.1B
- Puerto Rico 339 plans · $11.8B
- Rhode Island 268 plans · $100.3B
- South Carolina 668 plans · $55.6B
- South Dakota 217 plans · $7.96B
- Tennessee 1,333 plans · $231.8B
- Texas 4,853 plans · $965.4B
- Utah 685 plans · $58.7B
- Vermont 202 plans · $11.0B
- Virginia 2,161 plans · $570.2B
- Washington 1,542 plans · $378.0B
- West Virginia 247 plans · $16.2B
- Wisconsin 1,868 plans · $226.7B
- Wyoming 66 plans · $1.60B
Industries
Largest plans
| Plan | Sponsor | State | Type | Participants | Net assets | Per participant | Employer / active | Sch. C / participant |
|---|---|---|---|---|---|---|---|---|
| Walmart 401(k) Plan | Walmart Inc. | AR | DC | 1,970,230 | $50.7B | $25,757 | $1,092 | $20.94 |
| Amazon 401(k) Plan | Amazon.com Services, LLC | WA | DC | 1,343,800 | $34.6B | $25,742 | $759 | $5.02 |
| National Electrical Benefit Fund | Trustees of the National Electrical Benefit Fund | MD | DB | 736,031 | $20.8B | $28,304 | $2,845 | $75.74 |
| Paychex Pooled Employer 401(k) Plan | Paychex Retirement LLC | NY | DC | 661,036 | $1.77B | $2,675 | $272 | $21.87 |
| Western Conference of Teamsters Pension Plan | Western Conference of Teamsters Pension Trust Fund Board of Trustees | WA | DB | 639,222 | $55.8B | $87,237 | $11,442 | $712 |
| Int'l Brotherhood of Electrical Workers' Pension Benefit Fund | International Brotherhood of Electrical Workers' Pension Benefit Fund | DC | DC | 603,067 | $2.71B | $4,494 | — | $17.32 |
| Target Corporation 401(k) Plan | Target Corporation | MN | DC | 495,482 | $14.4B | $29,085 | $894 | — |
| The Teamster - UPS National 401(k) Tax Deferred Savings Plan | Board of Trustees of the Teamsters - UPS 401(k) National Savings Plan | GA | DC | 478,185 | $19.3B | $40,377 | — | $13.33 |
| The Home Depot Futurebuilder | The Home Depot, Inc. | GA | DC | 468,817 | $15.7B | $33,465 | $672 | $43.78 |
| The Kroger Co. 401(k) Retirement Savings Account Plan | The Kroger Co. | OH | DC | 411,922 | $11.8B | $28,667 | $728 | $6.61 |
| Express Employment Professionals 401(k) Retirement Savings Plan | Express Services, Inc. | OK | DC | 400,441 | $2.5M | $6 | $0 | $0.04 |
| CVS Health Future Fund 401(k) Plan | CVS Health Corporation | RI | DC | 385,927 | $30.1B | $77,896 | $1,778 | $114 |
| HCA 401(k) Plan | HCA Inc. | TN | DC | 379,101 | $23.8B | $62,813 | $2,160 | — |
| UFCW Consolidated Pension Fund | BD of Trustees UFCW Consolidated Pension Fund | GA | DB | 347,574 | $5.53B | $15,921 | $365 | $73.60 |
| ADP Totalsource Retirement Savings Plan | ADP Totalsource Group, Inc. | FL | DC | 335,802 | $9.19B | $27,367 | $1,268 | $76.44 |
| Central States, Southeast & Southwest Areas Pension Plan | Trustees of Central States, SE and SW Areas Pension Fund | IL | DB | 332,020 | $38.3B | $115,490 | $11,942 | $103 |
| Compass Group Retirement Plan | Compass Group USA, Inc. | NC | DC | 312,914 | $2.48B | $7,913 | $207 | $13.95 |
| IAM National Pension Fund | Board of Trustees of the I.A.M. National Pension Fund | DC | DB | 311,750 | $14.7B | $47,179 | $6,224 | $189 |
| The TJX Companies, Inc. 401(k) Savings Plan | The TJX Companies, Inc. | MA | DC | 311,623 | $3.66B | $11,747 | $376 | $3.21 |
| General Motors Hourly-Rate Employees Pension Plan | General Motors LLC | MI | DB | 310,099 | $35.6B | $114,719 | $0 | — |
| JPMorgan Chase 401(k) Savings Plan | JPMorgan Chase Bank, National Association | NJ | DC | 300,272 | $52.4B | $174,384 | $6,810 | $72.73 |
| Starbucks Corporation 401(k) Plan | Starbucks Corporation | WA | DC | 299,619 | $4.89B | $16,324 | $832 | $12.08 |
| 1199SEIU Health Care Employees Pension Fund | Board of Trustees of 1199SEIU Health Care Employees Pension Fund | NY | DB | 296,800 | $16.1B | $54,361 | $8,148 | $407 |
| Lowes 401(k) Plan | Lowe's Companies, Inc. | NC | DC | 295,951 | $8.58B | $29,008 | $741 | $4.23 |
| FedEx Corporation Retirement Savings Plan II | FedEx Corporation | TN | DC | 290,909 | $3.52B | $12,085 | $2,081 | $10.47 |
The 500 largest plans · Employers with more than one plan
Guides
- What Form 5500 shows and does not: plan totals, never individual balances.
- How to read Schedule C fees: direct and indirect compensation, service codes and what is missing.
- Why filings lag: deadlines, extensions and amendments.