Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Cardinal Health, Inc. · Ohio · Wholesale Trade
What the 2023 filing shows
Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico holds $37M for 634 participants — about $58,071 per participant, down 17.1% over the 2022 plan year.
- $37M
- total plan assets (2022 EOY)
- 634
- covered participants
- $58,071
- avg assets per participant
- -17.1%
- assets change YoY
The plan reported a net loss of $8M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.
What the Filing Says About Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico
Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico is a 401(k) retirement plan sponsored by Cardinal Health, Inc., headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $37M in total end-of-year assets and covers 634 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 310958666, and the plan has been effective since 1998-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $44M at the beginning of 2022 to $37M at year-end — a decline of 17.1%. Net assets (after liabilities) closed the year at $37M, with reported net income of $-7,619,157 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $44M |
| Total Assets (End of Year) | $37M |
| Net Assets (End of Year) | $37M |
| Net Income | $-7,619,157 |
| Plan Type | 401(k) |
| Employer EIN | 310958666 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cardinal Health, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 30,175 | $3.7B |
| 2023 | 2 | 31,249 | $4.3B |
| 2024 | 2 | 31,923 | $4.8B |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $23.1B · 32,152
- GE Retirement Savings Plan $19.5B · 59,766
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Marathon Petroleum Thrift Plan $7.5B · 17,818
Related Data
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Frequently Asked Questions
How much money is in the Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico? ▼
What type of plan is Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico? ▼
Who sponsors the Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico? ▼
How did Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico perform in 2022? ▼
Where can I find official filings for Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico? ▼
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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 310958666.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.