401(k) · DOL Form 5500 · 2023
Cencora, Inc. 401(k) Plan
Data updated 2026-08-11
- $1.9B
- Total assets
- 17,562
- Participants
- 99th
- Percentile by assets
- $105,662
- Avg per participant
Official DOL plan name: Amerisourcebergen Employee Investment Plan · Sponsored by Cencora, Inc. · Pennsylvania · Wholesale Trade
$1.9B in assets, 17,562 participants
Cencora, Inc.'s Amerisourcebergen Employee Investment Plan reported $1.9B in total assets and 17,562 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.
- 99th percentile by assets (of 127,072 plans)
- #6,285 in Wholesale Trade (6,309 peers)
Coverage in Pennsylvania
Amerisourcebergen Employee Investment Plan covers 17,562 participants in Pennsylvania, 21x the typical Pennsylvania plan (state average ~822 per filing). Assets: $1.9B.
- $1.9B
- total plan assets (2023 EOY)
- 17,562
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $105,662
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Amerisourcebergen Employee Investment Plan reported net income rose from -$328M in the plan year 2022 filing to $266M in the plan year 2023 filing.
- Amerisourcebergen Employee Investment Plan end-of-year assets rose from $1.6B in the plan year 2022 filing to $1.9B in the plan year 2023 filing.
- Amerisourcebergen Employee Investment Plan reported participants rose from 17,273 in the plan year 2022 filing to 17,562 in the plan year 2023 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Amerisourcebergen Employee Investment Plan reports 17,562 participants - 21x that state average ($1.9B EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $1.6B |
|---|---|
| Net Assets (End of Year) | $1.9B |
| Net Income | $266M |
| Employer EIN | 233079390 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cencora, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17,273 | $1.6B |
| 2023 | 1 | 17,562 | $1.9B |
| 2024 | 1 | 17,175 | $2.1B |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Amerisourcebergen Employee Investment Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Scale composition for Amerisourcebergen Employee Investment Plan
Amerisourcebergen Employee Investment Plan reports $1.9B in end-of-year assets across 17,562 participants (0.015% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.019% of 93,925,755 covered participants) - about $105,662 per participant (76% of the national average assets-per-participant) . Net income for plan year 2023 was $266M.
This plan identity (EIN 233079390, plan #010) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.6B to $2.1B (+32.1%) while covered participants moved from 17,273 to 17,175 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 17,273 | $1.6B | Open filing |
| 2023 | 17,562 | $1.9B | This page |
| 2024 · index core | 17,175 | $2.1B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Cencora Employee Investment Plan (401(k), $2.1B, 17,175 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Amerisourcebergen Employee Investment Plan by total assets, not by location.
- Ukg Retirement Savings Plan (FL) $1.9B · 11,173
- Endeavor Health 401(k) Plan (IL) $1.9B · 9,302
- Empower Retirement, LLC 401(k) Savings Plan (CO) $1.9B · 10,036
- Environmental Systems Research Institute, Inc. 401(k) Investment and Profit Sharing Plan (CA) $1.9B · 4,822
Frequently Asked Questions
How did Amerisourcebergen Employee Investment Plan assets move in 2023? ▼
How have Cencora, Inc. plan assets changed over time? ▼
Where does Amerisourcebergen Employee Investment Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Amerisourcebergen Employee Investment Plan? ▼
Next read for Amerisourcebergen Employee Investment Pl…
Filing takeaways
Ways to act on Amerisourcebergen Employee Investment Plan's numbers.
- By total assets, Amerisourcebergen Employee Investment Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Cencora, Inc.'s sponsor-wide assets have grown 32.1% since 2022 across 3 plan years on file. More Wholesale Trade plans