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

Medco Health Solutions, Inc. Cash Balance Retirement Plan

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

Sponsored by Medco Health Solutions, Inc. Β· Missouri Β· Manufacturing

What the 2023 filing shows

Medco Health Solutions, Inc. Cash Balance Retirement Plan holds $86M for 6,697 participants - about $12,785 per participant, down 15.7% over the 2022 plan year.

$86M
total plan assets (2022 EOY)
6,697
covered participants
$12,785
avg assets per participant
-15.7%
assets change YoY

The plan reported a net loss of $16M for the year β€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$86M
Participants
6,697
State
Industry
Manufacturing

What the Filing Says About Medco Health Solutions, Inc. Cash Balance Retirement Plan

Medco Health Solutions, Inc. Cash Balance Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by Medco Health Solutions, Inc., headquartered in Missouri. As of the 2022 Form 5500 filing, the plan reports $86M in total end-of-year assets and covers 6,697 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 223461740, and the plan has been effective since 1983-10-24. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $102M at the beginning of 2022 to $86M at year-end β€” a decline of 15.7%. Net assets (after liabilities) closed the year at $86M, with reported net income of $-15,892,152 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 1 prior plan-year filing 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 β€” 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)$102M
Total Assets (End of Year)$86M
Net Assets (End of Year)$86M
Net Income$-15,892,152
Plan TypeDefined Benefit (Pension)
Employer EIN223461740
Plan Effective Date1983-10-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Medco Health Solutions, Inc.)

Year Plans Participants Total Assets
2022 1 6,697 $86M
2023 1 N/A N/A

Nearby Defined Benefit (Pension) Plans in Missouri

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

Frequently Asked Questions

How much money is in the Medco Health Solutions, Inc. Cash Balance Retirement Plan?
As of the 2022 Form 5500 filing, Medco Health Solutions, Inc. Cash Balance Retirement Plan holds $86M in total assets with 6,697 participants. It is sponsored by Medco Health Solutions, Inc..
What type of plan is Medco Health Solutions, Inc. Cash Balance Retirement Plan?
Medco Health Solutions, Inc. Cash Balance Retirement Plan is a Defined Benefit (Pension) plan. It has been effective since 1983-10-24. The plan is filed with the U.S. Department of Labor under EIN 223461740.
Who sponsors the Medco Health Solutions, Inc. Cash Balance Retirement Plan?
Medco Health Solutions, Inc. Cash Balance Retirement Plan is sponsored by Medco Health Solutions, Inc., located in Missouri. The sponsor's EIN is 223461740 and the plan operates in the Manufacturing industry.
How did Medco Health Solutions, Inc. Cash Balance Retirement Plan perform in 2022?
Medco Health Solutions, Inc. Cash Balance Retirement Plan declined by 15.7% during 2022, moving from $102M to $86M in total assets. Net income was $-15,892,152.
Where can I find official filings for Medco Health Solutions, Inc. Cash Balance Retirement Plan?
Official Form 5500 filings for Medco Health Solutions, Inc. Cash Balance Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 223461740 or plan name at efast.dol.gov.
How does Medco Health Solutions, Inc. Cash Balance Retirement Plan compare to other plans?
You can compare Medco Health Solutions, Inc. Cash Balance 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) β€” original filing retrieval by EIN 223461740.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

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