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Original filing (PDF)20260311135023NAL0005400643001
NIKE, INC.
Form 5500
FILING_RECEIVED
401(K) SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF NIKE, INC.
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
36,539
Accounts w/ balance
36,366
Plan assets (EOY)
$5.9B
Net assets (EOY)
$5.9B
How this plan invests
This plan
17 pooled trusts
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NIKE, INC..
Plan sponsor
Name
NIKE, INC.
EIN
93-0584541
Address
ONE BOWERMAN DRIVE · BEAVERTON, OR · 970056453
Phone
(503) 532-3402
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK INSTITUTIONAL TRUST | 94-3112180 | — | INV. ADVISOR | $1.8M | — |
| MERCER | 13-2834414 | — | INV ADVISOR | $125K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $149K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY, LLC | 27-2037969 | — | INV MGT | $85K | — |
Investments
3 direct securities · 17 pooled funds· $6.0B(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.
Common Collective Trust
$5.1B
17 holdings
Uncategorized
$837.5M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH INDEX 2035 FD F BLACKROCK INSTITUTIONAL TRUST CO · EIN 20-5114956 / PN 001 | Common Collective Trust | — | — | $713.8M | 12.1% | |
| BLACKROCK LIFEPATH INDEX 2045 FD F BLACKROCK INSTITUTIONAL TRUST CO · EIN 20-5115008 / PN 001 | Common Collective Trust | — | — | $675.8M | 11.5% | |
| BLACKROCK LIFEPATH INDEX 2040 FD F BLACKROCK INSTITUTIONAL TRUST CO · EIN 71-0986419 / PN 001 | Common Collective Trust | — | — | $670.5M | 11.4% | |
| BLACKROCK LIFEPATH INDEX 2050 FD F BLACKROCK INSTITUTIONAL TRUST CO · EIN 26-0896020 / PN 001 | Common Collective Trust | — | — | $611.8M | 10.4% | |
| EQUITY INDEX FUND F BLACKROCK INSTITUTIONAL TRUST CO · EIN 94-3262720 / PN 001 | Common Collective Trust | — | — | $522.8M | 8.9% | |
| BLACKROCK LIFEPATH INDEX 2030 FD F BLACKROCK INSTITUTIONAL TRUST CO · EIN 71-0986424 / PN 001 | Common Collective Trust | — | — | $476.1M | 8.1% | |
| BLACKROCK LIFEPATH INDEX 2055 FD F BLACKROCK INSTITUTIONAL TRUST CO · EIN 27-2470604 / PN 001 | Common Collective Trust | — | — | $378.4M | 6.4% | |
| NIKE, Inc., Class B Common Stock Common stock | — | — | — | $353.5M | 6.0% | |
| Self-directed Brokerage Accounts Registered investment companies | — | — | — | $329.4M | 5.6% | |
| BLACKROCK LIFEPATH INDEX RETRMNT F BLACKROCK INSTITUTIONAL TRUST CO · EIN 71-0986421 / PN 001 | Common Collective Trust | — | — | $315.6M | 5.4% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $193.1M | 3.3% | |
| US IMI INDEX FD F * MFO BLACKROCK EXTD EQTY MKT FD F Collective trust fund | — | — | — | $154.7M | 2.6% | |
| EXTENDED EQUITY MARKET FUND F BLACKROCK INSTITUTIONAL TRUST CO · EIN 94-3270116 / PN 001 | Common Collective Trust | — | — | $154.7M | 2.6% | |
| BLACKROCK LIFEPATH INDEX 2060 FD F BLACKROCK INSTITUTIONAL TRUST CO · EIN 47-1878775 / PN 001 | Common Collective Trust | — | — | $135.0M | 2.3% | |
| BLACKROCK MSCI ACWI EXUS IMI IDX F BLACKROCK INSTITUTIONAL TRUST CO · EIN 27-4955447 / PN 001 | Common Collective Trust | — | — | $133.2M | 2.3% | |
| US DEBT INDEX F BLACKROCK INSTITUTIONAL TRUST CO · EIN 94-3291425 / PN 001 | Common Collective Trust | — | — | $79.3M | 1.3% | |
| BLACKROCK LIFEPATH INDEX 2065 FD F BLACKROCK INSTITUTIONAL TRUST CO · EIN 84-1770109 / PN 001 | Common Collective Trust | — | — | $65.4M | 1.1% | |
| NT COLLECTIVE GOV SHORT TERM NORTHERN TRUST GLOBAL INVESTMENTS, INC · EIN 45-6138589 / PN 068 | Common Collective Trust | — | — | $15.3M | 0.3% | |
| BLACKROCK LIFEPATH INDEX 2070 FD F BLACKROCK INSTITUTIONAL TRUST CO · EIN 99-3702781 / PN 001 | Common Collective Trust | — | — | $696K | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2025 FD F BLACKROCK INSTITUTIONAL TRUST CO · EIN 20-5114920 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |