Plan Ledger DOL Form 5500 · updated monthly

Dollar General Corporation401(k)

DOLLAR GENERAL CORP 401(K) SAVINGS AND RETIREMENT PLAN · GOODLETTSVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Dollar General Corporation reported $1,949,914 in plan administrative expenses for 2024: 0.25% of average plan assets, higher than ~90% of peers. Employer contributions averaged $195 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 3 years on file its reported administrative ratio has held roughly steady near 0.25%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other retail trade employers. By assets it is the 31st-largest of 1,496 plans among Tennessee employers on file, and the 81st of 5,215 in retail trade. In 2024, employees put in $1.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$824,532,306
Participants with balances24,431
Active participants194,837
Employer contributions$37,935,922
Employee contributions$60,165,096
Employer contribution per active participant$195
Average account balance$33,749
Benefits paid to participants$93,720,185
Plan auditUnmodified (clean) audit opinion
AuditorLBMC PC
Plan history3
Yearassets · accounts · employer contribution
2024$824.5M · 24,431 accts · $37.9M emplr
2023$722.5M · 24,783 accts · $35.8M emplr
2022$599.7M · 25,270 accts · $35.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$895,065
Investment management$809,002
Total administrative$1,949,914
The Dollar General Corporation 401(k) match · 2024
Employer contribution per active participant$195
Median for plans this size$4,294
2024$195 per active participant
2023$164 per active participant
2022$176 per active participant

Dollar General Corporation's 2024 employer contribution ran below the $4,294 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 · 20243
VOYA INSTITUTIONAL PLAN SERVICES · Loan processing · Other services$1,051,621
VOYA RETIREMENT ADVISORS · Investment advisory (participants)$809,002
PRISMA NASHVILLE LLC · Participant communication$89,291

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$1,949,914 · 0.25%
2023$1,737,600 · 0.26%
2022$1,691,540 · 0.26%
Same employer
Similar plansRetail Trade · Tennessee
Autozone, Inc. TN$1.1B · 0.10%
Dick's Sporting Goods, Inc. PA$883.7M · 0.08%
Williams-Sonoma, Inc. CA$882.6M · 0.08%
Giant Eagle, Inc. PA$845.1M · 0.10%
Ll Bean Inc ME$803.4M · 0.06%
Barnes & Noble, Inc. NY$789.9M · 0.06%
84 Lumber Company, L.P. PA$779.5M · 0.07%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 610502302 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.