5500 Analyzer
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Original filing (PDF)20250707151535NAL0009305842001

COSTCO WHOLESALE CORPORATION

Form 5500
FILING_RECEIVED
COSTCO 401K RETIREMENT PLAN
401(k) retirement plan
Signals · 3
48% in single holding52% employer stockNo recordkeeper disclosed
Active participants
212,976
Accounts w/ balance
255,058
Plan assets (EOY)
$41.0B
Net assets (EOY)
$41.0B
How this plan invests
This plan
22 pooled trusts
Schedule D
497 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
51
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
  • Top holding "Costco Wholesale Corporation . . . . . . . . . . . . . . . . Common stock . . . . . . . . . . . . . . . . . . . . . . . . ." is 48% of plan.
  • 52% of plan in employer / sponsor stock.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Below-peer total fees (1 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COSTCO WHOLESALE CORPORATION.
Plan sponsor
Name
COSTCO WHOLESALE CORPORATION
EIN
91-1223280
Address
999 LAKE DRIVE · ISSAQUAH, WA · 98027
Phone
(425) 313-8100
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
T ROWE PRICE RPS INCBALTIMORE, MDNONE$5.7M
MONDRESS MONACO PARR LOCKWOOD PLLCSEATTLE, WANONE$124K

Investments

418 direct securities · 22 pooled funds· $45.4B(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Uncategorized
$31.7B
418 holdings
Common Collective Trust
$13.7B
22 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Costco Wholesale Corporation . Common stock .$21.0B51.2%
Northern Institutional Treasury Portfolio Premier Shares . Money Market Securities . ** 7 Total separately managed accounts .$2.6B6.4%
Total fully benefit-responsive contracts .$1.8B4.4%
T. ROWE PRICE RETIREMENT 2045 TRUST
T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001
Common Collective Trust
$1.6B4.0%
Vanguard . Institutional Index, Plus .$1.5B3.6%
T. ROWE PRICE RETIREMENT 2040 TRUST
T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001
Common Collective Trust
$1.4B3.5%
T. ROWE PRICE RETIREMENT 2055 TRUST
T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001
Common Collective Trust
$1.4B3.3%
T. ROWE PRICE RETIREMENT 2035 TRUST
T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001
Common Collective Trust
$1.2B3.0%
T. ROWE PRICE RETIREMENT 2030 TRUST
T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001
Common Collective Trust
$1.2B3.0%
WTC-CIF II GROWTH (SERIES 5) PF
WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 203
Common Collective Trust
$1.1B2.8%
T. ROWE PRICE RETIREMENT 2050 TRUST
T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001
Common Collective Trust
$1.1B2.8%
TRP INTERM TERM COMMON TRUST FUND
T. ROWE PRICE TRUST COMPANY · EIN 30-0524876 / PN 001
Common Collective Trust
$982.6M2.4%
T. ROWE PRICE RETIREMENT 2025 TRUST
T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001
Common Collective Trust
$816.7M2.0%
T. ROWE PRICE RETIREMENT 2060 TRUST
T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001
Common Collective Trust
$719.1M1.8%
PIMCO . Income Institutional .$547.1M1.3%
CAPITAL GROUP NEW PERSPECTIVE TR
CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 303
Common Collective Trust
$532.5M1.3%
TRP SHORT TERM COMMON TRUST FUND
T. ROWE PRICE TRUST COMPANY · EIN 35-2354460 / PN 001
Common Collective Trust
$457.6M1.1%
T. ROWE PRICE RETIREMENT 2020 TRUST
T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001
Common Collective Trust
$373.9M0.9%
TRP MANAGED BOND COMMON TRUST FUND
T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 003
Common Collective Trust
$203.0M0.5%
T. ROWE PRICE RETIREMENT 2065 TRUST
T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001
Common Collective Trust
$186.8M0.5%
Capital Group International All Country Equity Trust . Common Trust .$183.9M0.4%
Met Tower Life Insurance . Collective Trust Fund .$151.4M0.4%
Vanguard . Total Bond Market Index Fund Institutional .$141.3M0.3%
State Street Bank & Trust Company . Collective Trust Fund .$140.7M0.3%
Pacific Life Insurance Company . Collective Trust Fund .$136.1M0.3%
T. ROWE PRICE RETIREMENT 2015 TRUST
T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001
Common Collective Trust
$115.6M0.3%
T. Rowe Price TRP Ret 2025 Active Trust-Income K ** 947 Vanguard . Extended Market Index Institutional .$110.6M0.3%
New York Life . Collective Trust Fund .$103.4M0.3%
Prudential Insurance Company of America . Collective Trust Fund .$102.1M0.2%
Vanguard . Total International Stock Index Institutional .$94.4M0.2%
Citibank N.A. . Collective Trust Fund .$78.7M0.2%
Royal Bank of Canada . Collective Trust Fund .$73.1M0.2%
Monumental Life(Transamerica) . Collective Trust Fund .$71.1M0.2%
American General Life Insurance Company . Collective Trust Fund .$69.4M0.2%
New York Life . Collective Trust Fund .$64.2M0.2%
Prudential Insurance Company of America . Collective Trust Fund .$63.4M0.2%
Citibank N.A. . Collective Trust Fund .$53.8M0.1%
Monumental Life(Transamerica) . Collective Trust Fund .$48.6M0.1%
American General Life Insurance Company . Collective Trust Fund .$47.4M0.1%
Royal Bank of Canada . Collective Trust Fund .$45.4M0.1%
T. Rowe Price Cash Reserve Trust . Common Trust .$44.7M0.1%
Marvell Technology Inc. . Common Stock .$44.6M0.1%
T.ROWE PRICE CASH RESERVES TRUST
T. ROWE PRICE TRUST COMPANY · EIN 30-6539250 / PN 001
Common Collective Trust
$42.7M0.1%
T. ROWE PRICE RETIREMENT 2010 TRUST
T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001
Common Collective Trust
$36.3M<0.1%
Trade Desk Inc/The, Class A . Common Stock$36.1M<0.1%
T. ROWE PRICE RETIREMENT BALANCED T
T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001
Common Collective Trust
$34.6M<0.1%
Met Tower Life Insurance . Collective Trust Fund .$32.7M<0.1%
Northern Institutional Treasury Portfolio Premier Shares . Common Trust .$31.6M<0.1%
State Street Bank & Trust Company . Collective Trust Fund .$30.4M<0.1%
Pacific Life Insurance Company . Collective Trust Fund .$29.4M<0.1%
Hologic Inc. . Common Stock .$28.4M<0.1%
Databricks, Series J . Convertible Equity . ** 736 *Northern Institutional Treasury Portfolio . Money Market Securities .$27.6M<0.1%
Met Tower Life Insurance . Collective Trust Fund .$25.9M<0.1%
Teleflex Inc. . Common Stock .$25.0M<0.1%
PTC Inc. . Common Stock .$24.9M<0.1%
Agilent Technologies Inc. . Common Stock .$24.8M<0.1%
Veeva Systems Inc., Class A . Common Stock .$24.4M<0.1%
State Street Bank & Trust Company . Collective Trust Fund .$24.1M<0.1%
Domino's Pizza Inc. . Common Stock .$24.0M<0.1%
New York Life . Collective Trust Fund .$23.6M<0.1%
Prudential Insurance Company of America . Collective Trust Fund .$23.3M<0.1%
Cheniere Energy Inc. . Common Stock .$23.1M<0.1%
T. ROWE PRICE RETIREMENT 2005 TRUST
T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001
Common Collective Trust
$21.9M<0.1%
Microchip Technology Inc. . Common Stock .$21.3M<0.1%
Hilton Worldwide Holdings Inc. . Common Stock .$21.1M<0.1%
Lattice Semiconductor Corp. . Common Stock .$20.6M<0.1%
Avantor Inc. . Common Stock .$19.6M<0.1%
Assurant Inc. . Common Stock .$19.5M<0.1%
Textron Inc. . Common Stock .$19.4M<0.1%
Ingersoll Rand Inc. . Common Stock .$19.1M<0.1%
Citibank N.A. . Collective Trust Fund .$18.7M<0.1%
Ball Corp. . Common Stock .$18.5M<0.1%
Alnylam Pharmaceuticals Inc. . Common Stock .$18.3M<0.1%
Yum! Brands Inc. . Common Stock .$18.2M<0.1%
Avery Dennison Corp. . Common Stock .$17.8M<0.1%
Fortive Corp. . Common Stock .$17.6M<0.1%
Liberty Media Corp., Series C Liberty Formula One . Common Stock .$17.0M<0.1%
TechnipFMC PLC . Foreign Stock .$16.9M<0.1%
Monumental Life(Transamerica) . Collective Trust Fund .$16.9M<0.1%
Dollar Tree Inc. . Common Stock .$16.8M<0.1%
Royal Bank of Canada . Collective Trust Fund .$16.7M<0.1%
American General Life Insurance Company . Collective Trust Fund .$16.4M<0.1%
JPMorgan Chase & Co. . Common Stock .$16.4M<0.1%
Paylocity Holding Corp. . Common Stock .$16.4M<0.1%
Esab Corp. . Common Stock .$16.3M<0.1%
EQT Corp. . Common Stock .$15.7M<0.1%
DraftKings Inc., Class A . Common Stock .$15.5M<0.1%
Burlington Stores Inc. . Common Stock .$14.9M<0.1%
Equifax Inc. . Common Stock .$14.6M<0.1%
Fortinet Inc. . Common Stock .$14.5M<0.1%
Raymond James Financial Inc. . Common Stock .$14.4M<0.1%
Casey's General Stores Inc. . Common Stock .$14.3M<0.1%
Fair Isaac Corp. . Common Stock .$14.3M<0.1%
Corpay Inc. . Common Stock .$14.0M<0.1%
Martin Marietta Materials . Common Stock .$13.8M<0.1%
CCC Intelligent Solutions Holdings Inc. . Common Stock .$13.8M<0.1%
J.B. Hunt Transport Services Inc. . Common Stock .$13.3M<0.1%
Kenvue Inc. . Common Stock .$12.9M<0.1%
Broadridge Financial Solutions Inc. . Common Stock .$12.6M<0.1%
Planet Fitness Inc., Class A . Common Stock .$12.5M<0.1%
Insmed Inc. . Common Stock . ** 810 Intercontinental Exchange Inc. . Common Stock .$12.3M<0.1%
Cboe Global Markets Inc. . Common Stock .$12.2M<0.1%
Bruker Corp. . Common Stock .$12.2M<0.1%
Alcon AG . Foreign Stock .$12.1M<0.1%
Keysight Technologies Inc. . Common Stock .$11.9M<0.1%
Spotify Technology SA . Foreign Stock .$11.7M<0.1%
Zoom Communications Inc. . Common Stock .$11.7M<0.1%
Marketaxess Holdings Inc. . Common Stock .$11.0M<0.1%
Toast Inc., Class A . Common Stock .$10.9M<0.1%
Bank of America Corp. . Common Stock .$10.6M<0.1%
Reddit Inc., Class A . Common Stock .$10.3M<0.1%
Costar Group Inc. . Common Stock .$10.2M<0.1%
Mettler-Toldeo International Inc. . Common Stock .$10.1M<0.1%
Atlassian Corp., Class A . Foreign Stock .$10.1M<0.1%
Fiserv Inc. . Common Stock .$10.1M<0.1%
UnitedHealth Group Inc. . Common Stock .$9.6M<0.1%
TRP RETIRE 2020 TRUST INCOME K
T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001
Common Collective Trust
$9.4M<0.1%
Align Technology Inc. . Common Stock .$9.3M<0.1%
Liberty Media Corp., Series C . Common Stock .$9.3M<0.1%
Bright Horizons Family Solutions . Common Stock .$9.2M<0.1%
Pure Storage Inc., Class A . Common Stock .$9.2M<0.1%
Biogen Inc. . Common Stock .$9.1M<0.1%
Verisk Analytics Inc. . Common Stock .$8.9M<0.1%
Amphenol Corp., Class A . Common Stock .$8.9M<0.1%
BWX Technologies Inc. . Common Stock .$8.9M<0.1%
The Charles Schwab Corp. . Common Stock .$8.7M<0.1%
Ionis Pharmaceuticals Inc. . Common Stock .$8.6M<0.1%
Keysight Technologies Inc. . Common Stock .$8.5M<0.1%
Five Below Inc. . Common Stock .$8.4M<0.1%
Masimo Corp. . Common Stock .$8.2M<0.1%
Viking Holdings Ltd. . Common Stock .$8.2M<0.1%
Elevance Health Inc. . Common Stock .$8.2M<0.1%
New York Times Co., Class A . Common Stock .$8.1M<0.1%
Ferguson Enterprises Inc. Par . Common Stock .$8.1M<0.1%
IDEX Corp. . Common Stock .$8.0M<0.1%
Sealed Air Corp. . Common Stock .$7.8M<0.1%
Bath & Body Works Inc. . Common Stock .$7.7M<0.1%
Tradeweb Markets Inc., Class A . Common Stock .$7.7M<0.1%
Veralto Corp. . Common Stock .$7.5M<0.1%
Wabtec Corp. . Common Stock .$7.4M<0.1%
Molina Healthcare Inc. . Common Stock .$7.3M<0.1%
American Express Company . Common Stock .$7.3M<0.1%
Cava Group Inc. . Common Stock . ** 142 Cboe Global Markets Inc. . Common Stock .$7.1M<0.1%
Exxon Mobil Corp. . Common Stock .$7.1M<0.1%
Transunion . Common Stock .$7.0M<0.1%
Deere & Company . Common Stock .$7.0M<0.1%
Conocophillips . Common Stock .$7.0M<0.1%
Match Group Inc. . Common Stock .$6.8M<0.1%
Cencora Inc. . Common Stock .$6.8M<0.1%
AstraZeneca PLC . Foreign Stock .$6.8M<0.1%
Quidelortho Corp. . Common Stock .$6.8M<0.1%
Constellation Brands, Inc., Class A . Common Stock .$6.6M<0.1%
NXP Semiconductors N.V. . Foreign Stock$6.6M<0.1%
Texas Instruments Corp. . Common Stock .$6.6M<0.1%
Ascendis Pharma . Foreign Stock .$6.5M<0.1%
Lattice Semiconductor Corp. . Common Stock .$6.4M<0.1%
Mirion Technologies Inc., Class A . Common Stock .$6.4M<0.1%
TMX Group Ltd. . Foreign Stock .$6.3M<0.1%
Walmart Inc. . Common Stock .$6.3M<0.1%
Proctor & Gamble Co/The . Common Stock .$6.2M<0.1%
Axis Capital Holdings Ltd. . Common Stock .$6.1M<0.1%
Enovis Corp. . Common Stock .$6.1M<0.1%
International Paper Co . Common Stock .$6.0M<0.1%
Range Resources Corp. . Common Stock .$6.0M<0.1%
PAR Technology Corp/Del . Common Stock .$6.0M<0.1%
McDonald's Corp. . Common Stock .$6.0M<0.1%
Quanta Services Inc. . Common Stock .$5.9M<0.1%
Range Resources Corp. . Common Stock .$5.8M<0.1%
Planet Fitness Inc., Class A . Common Stock .$5.8M<0.1%
Old Dominion Freight Line Inc. . Common Stock .$5.7M<0.1%
Erasca Inc. . Common Stock . ** 546 Esab Corp. . Common Stock .$5.7M<0.1%
RPM International Inc. . Common Stock .$5.6M<0.1%
Keurig Dr Pepper Inc. . Common Stock .$5.6M<0.1%
Simpson Manufacturing Co. Inc. . Common Stock . ** 826 Siteone Landscape Supply Inc. . Common Stock .$5.6M<0.1%
Waste Connections Inc. . Common Stock .$5.6M<0.1%
Norfolk Southern Corp. . Common Stock .$5.5M<0.1%
Peloton Interactive Inc. . Common Stock . ** 766 Pennymac Financial Services . Common Stock .$5.5M<0.1%
Acadia Healthcare Company Inc. . Common Stock .$5.5M<0.1%
McCormick & Company Inc. . Common Stock .$5.5M<0.1%
Spirax Group PLC. . Foreign Stock . ** 224 TechnipFMC PLC . Foreign Stock .$5.4M<0.1%
Thermo Fisher Scientific Inc. . Common Stock .$5.4M<0.1%
Rapt Therapeutics Inc. . Common Stock . ** 448 RBC Bearings Inc. . Common Stock .$5.4M<0.1%
Chevron Corp. . Common Stock .$5.3M<0.1%
Colgate-Palmolive Company . Common Stock .$5.3M<0.1%
Ameren Corporation . Common Stock .$5.3M<0.1%
Autozone Inc. . Common Stock .$5.2M<0.1%
Birkenstock Holding PLC . Foreign Stock .$5.2M<0.1%
Exelon Corp. . Common Stock .$5.2M<0.1%
Crispr Therapeutics AG . Foreign Stock . ** 406 Descartes Systems Group/The . Foreign Stock .$5.2M<0.1%
Revvity Inc. . Common Stock .$5.1M<0.1%
XPO Inc. . Common Stock .$5.1M<0.1%
Johnson & Johnson . Common Stock .$5.1M<0.1%
Willscot Holdings Corp. . Common Stock . ** 977 Workiva Inc., Class A . Common Stock .$5.0M<0.1%
Schlumberger Limited . Foreign Stock .$5.0M<0.1%
Reynolds Consumer Products Inc. . Common Stock .$5.0M<0.1%
Sarepta Therapeutics Inc. . Common Stock .$5.0M<0.1%
Rockwell Automation Inc. . Common Stock .$4.9M<0.1%
Eagle Materials Inc. . Common Stock . ** 49 East West Bancorp Inc. . Common Stock .$4.9M<0.1%
T-Mobile US Inc. . Common Stock .$4.9M<0.1%
Union Pacific Corp. . Common Stock .$4.9M<0.1%
Showing top 200 of 440 investments by value.