401(k) · DOL Form 5500 · 2022
Amerisourcebergen Corporation 401(k) Plan
Data updated 2026-08-25
- $1.6B
- Total assets Very large vs avg
- 17,273
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $92,051
- Avg per participant Below avg balance/head
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.
- #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.
- #6,820
- in Wholesale Trade (6,843 peers)
- -17.1%
- assets change YoY
- 16×
- vs typical plan assets (national mean)
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.
Amerisourcebergen Employee Investment Plan's outsized position by total assets
Amerisourcebergen Employee Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,589,989,860 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Amerisourcebergen Employee Investment Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amerisourcebergen Employee Investment Plan is a mega filing (17,273 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 233079390 · Amerisourcebergen Corporation PY 2022 · 401(k)
Amerisourcebergen Employee Investment Plan · $1.6B · 17,273 · 99th
- PCT $1.6B
- PCT 17,273
- PCT 99th
- PCT 401(k)
- PCT near Cdw Coworkers' Profit Sharing Plan
- PCT ind #6820
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 Pennsylvania →
Amerisourcebergen Employee Investment Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Amerisourcebergen Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.1B 32.088754327024446% vs 2022
- 2024 filing year
| 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.
- 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)
Amerisourcebergen Employee Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Cdw Coworkers' Profit Sharing Plan in IL ($1.6B); by covered participants it is Isolved 401-K Plan in NJ (17,275 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.6B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (17,273 participants); asset peers above are excluded.
- Isolved 401-K Plan (NJ) 17,275 · 2 off
- The 401(k) Plan for Permanente Medical Groups (CA) 17,255 · 18 off
- Cerner Corporation Foundations Retirement Plan (CA) 17,231 · 42 off
- Learning Care Group Retirement Savings Plan (MI) 17,231 · 42 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.