Trader Joe'S 401(k) plan

Trader Joe'S Company, Monrovia, CA. EIN 95-1987958. Annual reports 2009–2025. Also filed as Trader Joes Company.

Trader Joe'S Company has one active retirement plan on file, the Trader Joe'S Company Retirement Plan, with 76,554 participants and $3.8 billion in assets in 2025. Capital Group (American Funds) has been its recordkeeper since 2009. No traditional pension plan appears in Trader Joe'S's filings since 2009.

Active plans: 1
Participants: 76,554
Plan assets: $3.8 billion
401(k) recordkeeper: Capital Group (American Funds)
Plans on file: 1
Industry: Retail

The plan

Trader Joe'S Company Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 002Employer EIN 95-1987958
Participants (2025): 76,554
Net assets (2025): $3.8 billion
Recordkeeper: Capital Group (American Funds)2009–2025
Plan administrator: Trader Joe'S Company
800 S. Shamrock Ave.
Monrovia, CA 91016
(626) 599-3895As filed for 2025
In effect since: May 1, 1965

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	76,554	$3.8 billion	Capital Group (American Funds)
2024	73,118	$3.2 billion	Capital Group (American Funds)
2023	75,766	$2.8 billion	Capital Group (American Funds)
2022	62,082	$2.4 billion	Capital Group (American Funds)
2021	57,817	$2.8 billion	Capital Group (American Funds)
2020	55,509	$2.4 billion	Capital Group (American Funds)
2019	51,546	$2.0 billion	Capital Group (American Funds)
2018	46,602	$1.6 billion	Capital Group (American Funds)
2017	42,309	$1.6 billion	Capital Group (American Funds)
2016	40,366	$1.3 billion	Capital Group (American Funds)
2015	38,189	$1.2 billion	Capital Group (American Funds)
2014	35,919	$1.1 billion	Capital Group (American Funds)
2013	33,537	$1.0 billion	Capital Group (American Funds)
2012	33,516	$804 million	Capital Group (American Funds)
2011	28,378	$661 million	Capital Group (American Funds)
2010	22,469	$598 million	Capital Group (American Funds)
2009	21,458	$471 million	Capital Group (American Funds)

If you had money in one of these plans

Call Capital Group (American Funds) (capitalgroup.com), which runs the Trader Joe'S Company Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((626) 599-3895). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Trader Joe'S Company Retirement Plan

If you had money in one of these plans

What these numbers are

Other retail employers in CA