Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

BUNZL USA, LLC PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

BUNZL USA, LLC

This Defined Benefit (Pension) plan holds $87K in total assets and serves 51 participants as of 2022. It is sponsored by BUNZL USA, LLC in Missouri. The plan reported a net loss of $12M for the year.

Total Assets (2023)
$87K
Participants
51
State
Industry
Wholesale Trade

What the Filing Says About BUNZL USA, LLC PENSION PLAN

BUNZL USA, LLC PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by BUNZL USA, LLC, headquartered in Missouri. As of the 2022 Form 5500 filing, the plan reports $87K in total end-of-year assets and covers 51 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 131884179, and the plan has been effective since 2017-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $12M at the beginning of 2022 to $87K at year-end — a decline of 99.3%. Net assets (after liabilities) closed the year at $87K, with reported net income of $-11,859,844 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)$12M
Total Assets (End of Year)$87K
Net Assets (End of Year)$87K
Net Income$-11,859,844
Plan TypeDefined Benefit (Pension)
Employer EIN131884179
Plan Effective Date2017-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (BUNZL USA, LLC)

Year Plans Participants Total Assets
2022 4 4,861 $837M
2023 2 5,721 $922M
2024 2 5,652 $1.0B

Nearby Defined Benefit (Pension) Plans in Missouri

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the BUNZL USA, LLC PENSION PLAN?
As of the 2022 Form 5500 filing, BUNZL USA, LLC PENSION PLAN holds $87K in total assets with 51 participants. It is sponsored by BUNZL USA, LLC.
What type of plan is BUNZL USA, LLC PENSION PLAN?
BUNZL USA, LLC PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 2017-10-01. The plan is filed with the U.S. Department of Labor under EIN 131884179.
Who sponsors the BUNZL USA, LLC PENSION PLAN?
BUNZL USA, LLC PENSION PLAN is sponsored by BUNZL USA, LLC, located in Missouri. The sponsor's EIN is 131884179 and the plan operates in the Wholesale Trade industry.
How did BUNZL USA, LLC PENSION PLAN perform in 2022?
BUNZL USA, LLC PENSION PLAN declined by 99.3% during 2022, moving from $12M to $87K in total assets. Net income was $-11,859,844.
Where can I find official filings for BUNZL USA, LLC PENSION PLAN?
Official Form 5500 filings for BUNZL USA, LLC PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 131884179 or plan name at efast.dol.gov.
How does BUNZL USA, LLC PENSION PLAN compare to other plans?
You can compare BUNZL USA, LLC PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Missouri on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 131884179.

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.

Data sourced from official public datasets. See our methodology for details.