401(k) · DOL Form 5500 · 2023

Cardinal Health, Inc. 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
651
Participants Below avg headcount
85th
Percentile by assets National rank
$70,850
Avg per participant Below avg balance/head
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Official DOL plan name: Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico · Sponsored by Cardinal Health, Inc. · Ohio · Wholesale Trade

$46M in assets, 651 participants

Cardinal Health, Inc.'s Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico reported $46M in total assets and 651 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,414 in Wholesale Trade (6,309 peers)

Where Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico sits by assets

Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico sits in the top quartile of all filed plans by assets, $46M for 651 participants (~$70,850/participant), up 25.3% in 2023.

#5,414
in Wholesale Trade (6,309 peers)
+25.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico's outsized position by total assets

Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico vs every filed plan by assets

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

$46,123,389 Top 15% higher than 85% 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

Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico sits mid-pack in the medium band (651 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico reported net income rose from -$8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico end-of-year assets rose from $37M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico reported participants rose from 634 in the plan year 2022 filing to 651 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 310958666 · Cardinal Health, Inc. PY 2023 · 401(k)

Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico · $46M · 651 · 85th

  • PHOTO $46M
  • PHOTO 651
  • PHOTO 85th
  • PHOTO 401(k)
  • PHOTO near Mccown Gordon Construction, L.L.C. Profit Sharing 401(k) Plan
  • PHOTO ind #5414

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 →

Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico in the asset neighbourhood

Cardinal Health 401(k) Savings Plan for Employees of Puerto RicoCardinal Health 401(k) Savin…$46MMccown Gordon Construction, L.L.C. Profit Sharing 401(k) PlanMccown Gordon Construction, …$46MArag North America, Inc. Savings and Investment PlanArag North America, Inc. Sav…$46MThe Gillette Pepsi Companies, Inc. Profit Sharing and Savings PlanThe Gillette Pepsi Companies…$46MClover Environmental Solutions LLC 401(k) PlanClover Environmental Solutio…$46M
End-of-year total assets ($M) among Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$46M
Net Income$9M
Employer EIN310958666
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cardinal Health, Inc.)

Sponsor-wide plan assets over time

All Cardinal Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4.8B 28.524200908328684% vs 2022
2024 filing year
$3.5B$4B$4.5B$5B 202220232024 $3.75B $4.82B ▲ +28.5%
Year Plans Participants Total Assets
2022 2 30,175 $3.7B
2023 2 31,249 $4.3B
2024 2 31,923 $4.8B

Nearby 401(k) Plans in Ohio

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

Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico, Total assets ($B): 0.046123389 · Participants: 651Cardinal Health 401(k) Savings Plan for Employees of Puerto RicoGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico side-by-side with 3 peers →

Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Mccown Gordon Construction, L.L.C. Profit Sharing 401(k) Plan in MO ($46M); by covered participants it is Weinstein Properties Employees' 401(k) Plan in VA (651 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (651 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 Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico assets move in 2023? ▼
Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico grew sharply - up 25.3% during 2023, from $37M to $46M. Reported net income was $9M.
How have Cardinal Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cardinal Health, Inc.'s sponsor-wide assets grew 28.5%, from $3.7B to $4.8B.
Where does Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico rank by assets among Form 5500 filers? ▼
Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico? ▼
Among 401(k) plans in other states, the closest by assets is Mccown Gordon Construction, L.L.C. Profit Sharing 401(k) Plan in MO ($46M, 457 participants).
Which 401(k) plans cover a similar participant headcount to Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico? ▼
Among 401(k) plans in other states, the closest by covered participants is Weinstein Properties Employees' 401(k) Plan in VA (651 participants, $13M 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 310958666.

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.