Plan Ledger DOL Form 5500 · updated monthly

7-ELEVEN, Inc.401(k)

7-ELEVEN, INC. 401(K) PLAN · ENON, OH · plan year 2024

Reported admin expense ratio · 2024
0.17%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

7-ELEVEN, Inc. reported $1,743,748 in plan administrative expenses for 2024: 0.17% of average plan assets, higher than ~90% of peers. Employer contributions averaged $464 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.09% to 0.17%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other retail trade employers. By assets it is the 54th-largest of 3,295 plans among Ohio employers on file, and the 59th of 5,215 in retail trade. In 2024, employees put in $2.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,045,845,297
Participants with balances17,868
Active participants66,965
Employer contributions$31,094,813
Employee contributions$63,590,533
Employer contribution per active participant$464
Average account balance$58,532
Benefits paid to participants$143,106,972
Plan auditUnmodified (clean) audit opinion
AuditorCROWE
Plan history2
Yearassets · accounts · employer contribution
2024$1.0B · 17,868 accts · $31.1M emplr
2023$977.2M · 19,581 accts · $33.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,743,748
Total administrative$1,743,748
The 7-ELEVEN, Inc. 401(k) match · 2024
Employer contribution per active participant$464
Median for plans this size$5,259
2024$464 per active participant
2023$541 per active participant

7-ELEVEN, Inc.'s 2024 employer contribution ran below the $5,259 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,119,475
WILLIS TOWERS WATSON US LLC · Accounting / audit · Consulting$250,950
FIDUCIENT ADVISORS LLC · Investment advisory (plan)$222,386
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$146,496
CROWE LLP · Accounting / audit$6,799

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$1,743,748 · 0.17%
2023$896,909 · 0.09%
All plans at this employer2
7-ELEVEN, INC. PROFIT SHARING/401(K) PLAN401(k)
7-ELEVEN, INC. 401(K) PLAN401(k)
Same employer
Similar plansRetail Trade · Ohio
The Kroger Co. OH$11.8B · 0.03%
Macys, Inc. OH$4.6B · 0.08%
Vs Service Company, LLC OH$892.5M · 0.17%
Speedway LLC OH$886.9M · 0.12%
Sterling Jewelers Inc. OH$742.1M · 0.15%
Abercrombie & Fitch Co. OH$487.7M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751085131 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.