Plan Ledger DOL Form 5500 · updated monthly

Autozone Puerto Rico401(k)

AUTOZONE PUERTO RICO, INC. RETIREMENT SAVINGS PLAN · MEMPHIS, TN · plan year 2024

Reported admin expense ratio · 2024
1.59%

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

Autozone Puerto Rico reported $82,958 in plan administrative expenses for 2024: 1.59% of average plan assets, higher than ~90% of peers. Employer contributions averaged $232 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 2 years on file its reported administrative ratio rose from 0.28% to 1.59%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Tennessee (1,026th of 1,496), and 3,546th of 5,215 in retail trade. In 2024, employees put in $2.49 for every $1.00 the employer contributed; active participation has shrunk from 1,875 to 1,433 since 2022.

Plan summary
Net assets, end of year$5,784,332
Participants with balances1,406
Active participants1,433
Employer contributions$333,022
Employee contributions$830,324
Employer contribution per active participant$232
Average account balance$4,114
Benefits paid to participants$467,287
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.8M · 1,406 accts · $333K emplr
2023$4.7M · 1,892 accts · $252K emplr
2022$3.5M · 1,875 accts · $250K emplr
The Autozone Puerto Rico 401(k) match · 2024
Employer contribution per active participant$232
Median for plans this size$1,313
2024$232 per active participant
2023$133 per active participant
2022$133 per active participant

Autozone Puerto Rico's 2024 employer contribution ran below the $1,313 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$74,027
BANCO POPULAR DE PUERTO RICO · Other services$8,932

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

Administrative cost history3
2024$82,958 · 1.59%
2023$7,386 · 0.18%
2022$10,360 · 0.28%
Similar plansRetail Trade · Tennessee
Stump's Market, Inc. TN$6.8M · 0.03%
Hollywood Feed LLC TN$6.7M · 1.11%
Dyer Foods, Inc. TN$5.9M · 0.07%
Csc Investments, LLC TN$5.6M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200888882 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.