401(k) · DOL Form 5500 · 2023

Henry Schein, Inc. 401(k) Plan

Data updated 2026-08-25

$1.4B
Total assets Very large vs avg
7,483
Participants Very large workforce
99th
Percentile by assets National rank
$190,939
Avg per participant Above avg balance/head
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Official DOL plan name: Henry Schein, Inc. 401(k) Savings Plan · Sponsored by Henry Schein, Inc. · New York · Wholesale Trade

$1.4B in assets, 7,483 participants

Henry Schein, Inc.'s Henry Schein, Inc. 401(k) Savings Plan reported $1.4B in total assets and 7,483 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #6,270 in Wholesale Trade (6,309 peers)

Coverage in New York

Henry Schein, Inc. 401(k) Savings Plan covers 7,483 participants in New York, 9.4x the typical New York plan (state average ~798 per filing). Assets: $1.4B.

#6,270
in Wholesale Trade (6,309 peers)
+14.7%
assets growth YoY
14×
vs typical plan assets (national mean)

Henry Schein, Inc. 401(k) Savings Plan's outsized position by total assets

Henry Schein, Inc. 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,428,794,826 Top 1% higher than 99% of 127,068 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 2023

Henry Schein, Inc. 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Henry Schein, Inc. 401(k) Savings Plan lands in the large band (7,483 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Henry Schein, Inc. 401(k) Savings Plan reported net income rose from -$236M in the plan year 2022 filing to $185M in the plan year 2023 filing.
  • Henry Schein, Inc. 401(k) Savings Plan end-of-year assets rose from $1.2B in the plan year 2022 filing to $1.4B in the plan year 2023 filing.
  • Henry Schein, Inc. 401(k) Savings Plan reported participants fell from 8,252 in the plan year 2022 filing to 7,483 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 113136595 · Henry Schein, Inc. PY 2023 · 401(k)

Henry Schein, Inc. 401(k) Savings Plan · $1.4B · 7,483 · 99th

  • TYPE $1.4B
  • TYPE 7,483
  • TYPE 99th
  • TYPE 401(k)
  • TYPE near Club Futuresave Plan
  • TYPE ind #6270

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 New York →

Henry Schein, Inc. 401(k) Savings Plan in the asset neighbourhood

Henry Schein, Inc. 401(k) Savings PlanHenry Schein, Inc. 401(k) Sa…$1.4BClub Futuresave Plan$1.4BStaples, Inc. Employees' 401(k) Savings PlanStaples, Inc. Employees' 401…$1.4BCommunity Health Network 401(k) Retirement PlanCommunity Health Network 401…$1.4BEmployee Savings and Stock Ownership Plan of General Re Corp and Its Domestic SubsidiariesEmployee Savings and Stock O…$1.4B
End-of-year total assets ($B) among Henry Schein, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$1.2B
Net Assets (End of Year)$1.4B
Net Income$185M
Employer EIN113136595
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Henry Schein, Inc.)

Sponsor-wide plan assets over time

All Henry Schein, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.6B 24.90225983142949% vs 2022
2024 filing year
$1.2B$1.3B$1.4B$1.5B$1.6B 202220232024 $1.25B $1.56B ▲ +24.8%
Year Plans Participants Total Assets
2022 1 8,252 $1.2B
2023 1 7,483 $1.4B
2024 1 7,053 $1.6B

Nearby 401(k) Plans in New York

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

Henry Schein, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -20020406080 Total assets ($B) Participants Henry Schein, Inc. 401(k) Savings Plan, Total assets ($B): 1.428794826 · Participants: 7483Henry Schein, Inc. 401(k) Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Henry Schein, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Henry Schein, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Scale composition for Henry Schein, Inc. 401(k) Savings Plan

Henry Schein, Inc. 401(k) Savings Plan reports $1.4B in end-of-year assets across 7,483 participants (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $190,939 per participant (1.4x the national average assets-per-participant) . Net income for plan year 2023 was $185M.

This plan identity (EIN 113136595, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.2B to $1.6B (+24.9%) while covered participants moved from 8,252 to 7,053 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,252 $1.2B Open filing
2023 7,483 $1.4B This page
2024 · index core 7,053 $1.6B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Henry Schein, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Club Futuresave Plan in CA ($1.4B); by covered participants it is Equifax Inc. 401(k) Plan in GA (7,486 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7,483 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Henry Schein, Inc. 401(k) Savings Plan assets move in 2023? ▼
Henry Schein, Inc. 401(k) Savings Plan grew at a solid clip - up 14.7% during 2023, from $1.2B to $1.4B. Reported net income was $185M.
How have Henry Schein, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Henry Schein, Inc.'s sponsor-wide assets grew 24.9%, from $1.2B to $1.6B.
Where does Henry Schein, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Henry Schein, Inc. 401(k) Savings Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Henry Schein, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Club Futuresave Plan in CA ($1.4B, 13,481 participants).
Which 401(k) plans cover a similar participant headcount to Henry Schein, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Equifax Inc. 401(k) Plan in GA (7,486 participants, $1.3B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 113136595.

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.