401(k) · DOL Form 5500 · 2022
CVS Health Corporation 401(k) Plan
Data updated 2026-08-25
- $24.2B
- Total assets Mega-plan scale
- 273,274
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $88,692
- Avg per participant Below avg balance/head
Official DOL plan name: CVS Health Future Fund 401(k) Plan · Sponsored by CVS Health Corporation · Rhode Island · Retail Trade
$24.2B in assets, 273,274 participants
CVS Health Corporation's CVS Health Future Fund 401(k) Plan reported $24.2B in total assets and 273,274 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #9,517 in Retail Trade (9,519 peers)
Coverage in Rhode Island
CVS Health Future Fund 401(k) Plan covers 273,274 participants in Rhode Island, 189x the typical Rhode Island plan (state average ~1,449 per filing). Assets: $24.2B.
- #9,517
- in Retail Trade (9,519 peers)
- -15.9%
- assets change YoY
- 243×
- vs typical plan assets (national mean)
The plan reported a net loss of $4.5B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
CVS Health Future Fund 401(k) Plan's outsized position by total assets
CVS Health Future Fund 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$24,237,200,876 Highest reported value at or above every one 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
CVS Health Future Fund 401(k) 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. CVS Health Future Fund 401(k) Plan is a mega filing (273,274 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 050494040 · CVS Health Corporation PY 2022 · 401(k)
CVS Health Future Fund 401(k) Plan · $24.2B · 273,274 · 100th
- PHOTO $24.2B
- PHOTO 273,274
- PHOTO 100th
- PHOTO 401(k)
- PHOTO near GE Retirement Savings Plan
- PHOTO ind #9517
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 Retail Trade retirement plans → · Plans in Rhode Island →
CVS Health Future Fund 401(k) Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $28.8B |
|---|---|
| Net Assets (End of Year) | $24.2B |
| Net Income | -$4.5B |
| Employer EIN | 050494040 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (CVS Health Corporation)
Sponsor-wide plan assets over time
All CVS Health Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $30.1B 24.124614675754636% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 274,022 | $24.2B |
| 2023 | 2 | 266,473 | $27.6B |
| 2024 | 2 | 241,187 | $30.1B |
Nearby 401(k) Plans in Rhode Island
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Textron Savings Plan $5.0B · 25,353
- Cfg Retirement Savings Plan $2.5B · 17,454
- Unfi 401(k) Plan $2.5B · 24,670
- Fm Global 401(k) Savings Plan $1.4B · 3,865
- Igt 401(k) Retirement Savings Plan $1.0B · 5,633
Scale composition for CVS Health Future Fund 401(k) Plan
CVS Health Future Fund 401(k) Plan reports $24.2B in end-of-year assets across 273,274 participants (0.20% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.29% of 93,925,755 covered participants) - about $88,692 per participant (64% of the national average assets-per-participant) . Net income for plan year 2022 was -$4.5B.
This plan identity (EIN 050494040, plan #017) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $24.2B to $30.1B (+24.1%) while covered participants moved from 273,274 to 240,493 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 273,274 | $24.2B | This page |
| 2023 | 265,760 | $27.6B | Open filing |
| 2024 · index core | 240,493 | $30.1B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- CVS Health Future Fund 401(k) Plan (401(k), $30.1B, 240,493 participants)
CVS Health Future Fund 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Rhode Island, the nearest 401(k) by assets is GE Retirement Savings Plan in CT ($24.8B); by covered participants it is Hca 401(k) Plan in TN (280,576 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24.2B here).
- GE Retirement Savings Plan (CT) $24.8B · 57,522
- Verizon Savings Plan for Management Employees (NJ) $25.2B · 76,788
- Fidelity Retirement Savings Plan (MA) $23.0B · 52,036
- Costco 401(k) Retirement Plan (WA) $25.9B · 181,505
Similar participant headcount
Nearest other-state filings by covered participants (273,274 participants); asset peers above are excluded.
- Hca 401(k) Plan (TN) 280,576 · 7,302 off
- Lowes 401(k) Plan (NC) 284,864 · 11,590 off
- Starbucks Corporation 401(k) Plan (WA) 259,414 · 13,860 off
- Adp Totalsource Retirement Savings Plan (FL) 287,453 · 14,179 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.