401(k) · DOL Form 5500 · 2022

Cardinal Health, Inc. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
634
Participants Below avg headcount
85th
Percentile by assets National rank
$58,071
Avg per participant Low balance/head
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Official DOL plan name: Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico · Sponsored by Cardinal Health, Inc. · Ohio · Wholesale Trade

$37M in assets, 634 participants

Cardinal Health, Inc.'s Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico reported $37M in total assets and 634 participants in its 2022 DOL Form 5500 filing, ranking in the 85th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,865 in Wholesale Trade (6,843 peers)

Where Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico sits by assets

Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico sits in the top quartile of all filed plans by assets, $37M for 634 participants (~$58,071/participant), down 17.1% in 2022.

#5,865
in Wholesale Trade (6,843 peers)
-17.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico's outsized position by total assets

Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$36,817,168 Top 15% higher than 85% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico sits mid-pack in the medium band (634 participants).

DOL schedule card

Filing strip 310958666 · Cardinal Health, Inc. PY 2022 · 401(k)

Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico · $37M · 634 · 85th

  • EOY $37M
  • EOY 634
  • EOY 85th
  • EOY 401(k)
  • EOY near Greene, Tweed & Co. , Inc. Union Employees 401(k) Savings Plan
  • EOY ind #5865

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Wholesale Trade retirement plans → · Plans in Ohio →

Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico in the asset neighbourhood

Cardinal Health 401(k) Savings Plan for Employees of Puerto RicoCardinal Health 401(k) Savin…$37MGreene, Tweed & Co. , Inc. Union Employees 401(k) Savings PlanGreene, Tweed & Co. , Inc. U…$37MDiagnostic Imaging Associates, P.C. 401(k) Profit Sharing PlanDiagnostic Imaging Associate…$37MUsibelli Coal Mine, Inc. Thrift Savings and 401(k) Plan IUsibelli Coal Mine, Inc. Thr…$37MSeaview Orthopaedics 401(k) PlanSeaview Orthopaedics 401(k) …$37M
End-of-year total assets ($M) among Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$37M
Net Income-$8M
Employer EIN310958666
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cardinal Health, Inc.)

Sponsor-wide plan assets over time

All Cardinal Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4.8B 28.524200908328684% vs 2022
2024 filing year
$3.5B$4B$4.5B$5B 202220232024 $3.75B $4.82B ▲ +28.5%
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.

Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico, Total assets ($B): 0.036817168 · Participants: 634Cardinal Health 401(k) Savings Plan for Employees of Puerto RicoThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico side-by-side with 3 peers →

Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Greene, Tweed & Co. , Inc. Union Employees 401(k) Savings Plan in PA ($37M); by covered participants it is Construction Resources Holdings Retirement Plan in GA (634 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (634 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico assets move in 2022? ▼
Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico declined sharply - down 17.1% during 2022, from $44M to $37M. Reported net income was -$8M.
How have Cardinal Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cardinal Health, Inc.'s sponsor-wide assets grew 28.5%, from $3.7B to $4.8B.
Where does Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico rank by assets among Form 5500 filers? ▼
Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico? ▼
Among 401(k) plans in other states, the closest by assets is Greene, Tweed & Co. , Inc. Union Employees 401(k) Savings Plan in PA ($37M, 367 participants).
Which 401(k) plans cover a similar participant headcount to Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico? ▼
Among 401(k) plans in other states, the closest by covered participants is Construction Resources Holdings Retirement Plan in GA (634 participants, $13M in assets).

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.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.