401(k) · DOL Form 5500 · 2022
Amerisourcebergen Corporation 401(k) Plan
Data updated 2026-08-11
- $1.6B
- Total assets
- 17,273
- Participants
- 99th
- Percentile by assets
- $92,051
- Avg per participant
Official DOL plan name: Amerisourcebergen Employee Investment Plan · Sponsored by Amerisourcebergen Corporation · Pennsylvania · Wholesale Trade
$1.6B in assets, 17,273 participants
Amerisourcebergen Corporation's Amerisourcebergen Employee Investment Plan reported $1.6B in total assets and 17,273 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,126 plans)
- #6,820 in Wholesale Trade (6,843 peers)
Coverage in Pennsylvania
Amerisourcebergen Employee Investment Plan covers 17,273 participants in Pennsylvania, 21x the typical Pennsylvania plan (state average ~822 per filing). Assets: $1.6B.
- $1.6B
- total plan assets (2022 EOY)
- 17,273
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $92,051
- avg assets per participant
The plan reported a net loss of $328M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Amerisourcebergen Employee Investment Plan reports 17,273 participants - 21x that state average ($1.6B EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $1.9B |
|---|---|
| Net Assets (End of Year) | $1.6B |
| Net Income | -$328M |
| Employer EIN | 233079390 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Amerisourcebergen Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17,273 | $1.6B |
| 2023 | 1 | 17,562 | $1.9B |
| 2024 | 1 | 17,175 | $2.1B |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Amerisourcebergen Employee Investment Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Scale composition for Amerisourcebergen Employee Investment Plan
Amerisourcebergen Employee Investment Plan reports $1.6B in end-of-year assets across 17,273 participants (0.013% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $92,051 per participant (67% of the national average assets-per-participant) . Net income for plan year 2022 was -$328M.
This plan identity (EIN 233079390, plan #010) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.6B to $2.1B (+32.1%) while covered participants moved from 17,273 to 17,175 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 17,273 | $1.6B | This page |
| 2023 | 17,562 | $1.9B | Open filing |
| 2024 · index core | 17,175 | $2.1B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Cencora Employee Investment Plan (401(k), $2.1B, 17,175 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Amerisourcebergen Employee Investment Plan by total assets, not by location.
- Cdw Coworkers' Profit Sharing Plan (IL) $1.6B · 8,605
- Paypal 401(k) Savings Plan (CA) $1.6B · 13,355
- Ryder System, Inc. 401(k) Savings Plan (FL) $1.6B · 35,189
- Biogen 401(k) Savings Plan (MA) $1.6B · 5,611
Frequently Asked Questions
How did Amerisourcebergen Employee Investment Plan assets move in 2022? ▼
How have Amerisourcebergen Corporation plan assets changed over time? ▼
Where does Amerisourcebergen Employee Investment Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Amerisourcebergen Employee Investment Plan? ▼
Next read for Amerisourcebergen Employee Investment Pl…
Filing takeaways
Ways to act on Amerisourcebergen Employee Investment Plan's numbers.
- By total assets, Amerisourcebergen Employee Investment Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Amerisourcebergen Corporation's sponsor-wide assets have grown 32.1% since 2022 across 3 plan years on file. More Wholesale Trade plans