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

BUNZL USA, LLC RETIREMENT 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 $112M in total assets and serves 219 participants as of 2022. It is sponsored by BUNZL USA, LLC in Missouri. The plan reported a net loss of $36M for the year.

Total Assets (2023)
$112M
Participants
219
State
Industry
Wholesale Trade

What the Filing Says About BUNZL USA, LLC RETIREMENT PLAN

BUNZL USA, LLC RETIREMENT 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 $112M in total end-of-year assets and covers 219 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 1983-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $148M at the beginning of 2022 to $112M at year-end — a decline of 24.4%. Net assets (after liabilities) closed the year at $112M, with reported net income of $-36,214,790 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)$148M
Total Assets (End of Year)$112M
Net Assets (End of Year)$112M
Net Income$-36,214,790
Plan TypeDefined Benefit (Pension)
Employer EIN131884179
Plan Effective Date1983-01-01
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 RETIREMENT PLAN?
As of the 2022 Form 5500 filing, BUNZL USA, LLC RETIREMENT PLAN holds $112M in total assets with 219 participants. It is sponsored by BUNZL USA, LLC.
What type of plan is BUNZL USA, LLC RETIREMENT PLAN?
BUNZL USA, LLC RETIREMENT PLAN is a Defined Benefit (Pension) plan. It has been effective since 1983-01-01. The plan is filed with the U.S. Department of Labor under EIN 131884179.
Who sponsors the BUNZL USA, LLC RETIREMENT PLAN?
BUNZL USA, LLC RETIREMENT 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 RETIREMENT PLAN perform in 2022?
BUNZL USA, LLC RETIREMENT PLAN declined by 24.4% during 2022, moving from $148M to $112M in total assets. Net income was $-36,214,790.
Where can I find official filings for BUNZL USA, LLC RETIREMENT PLAN?
Official Form 5500 filings for BUNZL USA, LLC RETIREMENT 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 RETIREMENT PLAN compare to other plans?
You can compare BUNZL USA, LLC RETIREMENT 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.