401(k) · DOL Form 5500 · 2022

Covetrus, Inc. 401(k) Plan

Data updated 2026-08-25

$233M
Total assets Near avg plan size
2,817
Participants Above avg headcount
96th
Percentile by assets National rank
$82,671
Avg per participant Below avg balance/head
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Official DOL plan name: Covetrus 401(k) Retirement Savings Plan · Sponsored by Covetrus, Inc. · Ohio · Wholesale Trade

$233M in assets, 2,817 participants

Covetrus, Inc.'s Covetrus 401(k) Retirement Savings Plan reported $233M in total assets and 2,817 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #6,654 in Wholesale Trade (6,843 peers)

Coverage in Ohio

Covetrus 401(k) Retirement Savings Plan covers 2,817 participants in Ohio, 3.7x the typical Ohio plan (state average ~765 per filing). Assets: $233M.

#6,654
in Wholesale Trade (6,843 peers)
-21.0%
assets change YoY
2.3×
vs typical plan assets (national mean)

The plan reported a net loss of $62M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Covetrus 401(k) Retirement Savings Plan's outsized position by total assets

Covetrus 401(k) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$232,883,952 Top 4% higher than 96% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Covetrus 401(k) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Covetrus 401(k) Retirement Savings Plan lands in the large band (2,817 participants).

EBSA filing schedule strip

Filing strip 831448706 · Covetrus, Inc. PY 2022 · 401(k)

Covetrus 401(k) Retirement Savings Plan · $233M · 2,817 · 96th

  • EIN $233M
  • EIN 2,817
  • EIN 96th
  • EIN 401(k)
  • EIN near Linquest 401(k) and Profit Sharing Plan
  • EIN ind #6654

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 Ohio →

Covetrus 401(k) Retirement Savings Plan in the asset neighbourhood

Solera Holdings, Inc Retirement Savings PlanSolera Holdings, Inc Retirem…$233MTaylor Fresh Foods, Inc. 401(k) PlanTaylor Fresh Foods, Inc. 401…$233MLinquest 401(k) and Profit Sharing PlanLinquest 401(k) and Profit S…$233MCovetrus 401(k) Retirement Savings PlanCovetrus 401(k) Retirement S…$233MHyundai Motor America Profit Sharing Retirement PlanHyundai Motor America Profit…$233M
End-of-year total assets ($M) among Covetrus 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$295M
Net Assets (End of Year)$233M
Net Income-$62M
Employer EIN831448706
Plan Effective Date1993-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Covetrus, Inc.)

Sponsor-wide plan assets over time

All Covetrus, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$290M 24.364705044167234% vs 2022
2024 filing year
$220M$240M$260M$280M$300M 202220232024 $233M $290M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 2,817 $233M
2023 1 2,940 $275M
2024 1 2,977 $290M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Covetrus 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Covetrus 401(k) Retirement Savings Plan, Total assets ($B): 0.232883952 · Participants: 2817Covetrus 401(k) Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Covetrus 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Covetrus 401(k) Retirement Savings Plan side-by-side with 3 peers →

Covetrus 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Linquest 401(k) and Profit Sharing Plan in CA ($233M); by covered participants it is The Cato Corporation 401(k)/Profit Sharing Plan in NC (2,817 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($233M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,817 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Covetrus 401(k) Retirement Savings Plan assets move in 2022? ▼
Covetrus 401(k) Retirement Savings Plan declined sharply - down 21.0% during 2022, from $295M to $233M. Reported net income was -$62M.
How have Covetrus, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Covetrus, Inc.'s sponsor-wide assets grew 24.4%, from $233M to $290M.
Where does Covetrus 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Covetrus 401(k) Retirement Savings Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Covetrus 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Linquest 401(k) and Profit Sharing Plan in CA ($233M, 1,510 participants).
Which 401(k) plans cover a similar participant headcount to Covetrus 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Cato Corporation 401(k)/Profit Sharing Plan in NC (2,817 participants, $63M in assets).

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 831448706.

Read our methodology - how this data is sourced, computed, and verified.

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