Plan Ledger DOL Form 5500 · updated monthly

Dollar Tree, Inc.401(k)

DOLLAR TREE RETIREMENT SAVINGS PLAN · CHESAPEAKE, VA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Dollar Tree, Inc. reported $1,442,120 in plan administrative expenses for 2024: 0.15% of average plan assets, higher than ~75% of peers. Employer contributions averaged $380 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 0.146% to 0.154%. 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 48th-largest of 2,266 plans among Virginia employers on file, and the 66th of 5,215 in retail trade. In 2024, employees put in $1.55 for every $1.00 the employer contributed; active participation has grown from 87,769 to 99,632 since 2022.

Plan summary
Net assets, end of year$979,131,703
Participants with balances28,999
Active participants99,632
Employer contributions$37,843,715
Employee contributions$58,705,613
Employer contribution per active participant$380
Average account balance$33,764
Benefits paid to participants$122,338,323
Plan auditUnmodified (clean) audit opinion
AuditorKPMG
Plan history3
Yearassets · accounts · employer contribution
2024$979.1M · 28,999 accts · $37.8M emplr
2023$890.6M · 33,376 accts · $35.4M emplr
2022$778.8M · 34,451 accts · $31.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,354,445
Investment management$85,725
Total administrative$1,442,120
The Dollar Tree, Inc. 401(k) match · 2024
Employer contribution per active participant$380
Median for plans this size$4,294
2024$380 per active participant
2023$474 per active participant
2022$357 per active participant

Dollar Tree, Inc.'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
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$1,354,445
MERCER (US) INC MERCER INVESTMENTS · Investment advisory (plan)$85,725
QDRO CONSULTANTS COMPANY, LLC · Consulting$1,950

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

Recordkeeper by year2
2024Empower
2023Empower

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,442,120 · 0.15%
2023$1,822,923 · 0.22%
2022$1,265,617 · 0.15%
Same employer
Similar plansRetail Trade · Virginia
Carmax, Inc. VA$1.8B · 0.06%
K-Va-T-Food Stores, Inc. VA$191.3M · 0.18%
Sheehy Auto Stores, Inc. VA$130.6M · 0.33%
Lidl US, LLC VA$120.1M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262018846 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.