401(k) · DOL Form 5500 · 2023

Cencora, Inc. 401(k) Plan

Data updated 2026-08-25

$1.9B
Total assets Very large vs avg
17,562
Participants Very large workforce
99th
Percentile by assets National rank
$105,662
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#6,285
in Wholesale Trade (6,309 peers)
+16.7%
assets growth YoY
19×
vs typical plan assets (national mean)

Amerisourcebergen Employee Investment Plan's outsized position by total assets

Amerisourcebergen Employee Investment Plan vs every filed plan by assets

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

$1,855,630,070 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

Amerisourcebergen Employee Investment Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amerisourcebergen Employee Investment Plan is a mega filing (17,562 participants), the rightmost band on the breakdown.

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 233079390 · Cencora, Inc. PY 2023 · 401(k)

Amerisourcebergen Employee Investment Plan · $1.9B · 17,562 · 99th

  • TYPE $1.9B
  • TYPE 17,562
  • TYPE 99th
  • TYPE 401(k)
  • TYPE near Ukg Retirement Savings Plan
  • TYPE ind #6285

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 Pennsylvania →

Amerisourcebergen Employee Investment Plan in the asset neighbourhood

Amerisourcebergen Employee Investment PlanAmerisourcebergen Employee I…$1.9BUkg Retirement Savings Plan$1.9BEndeavor Health 401(k) Plan$1.9BEnvironmental Systems Research Institute, Inc. 401(k) Investment and Profit Sharing PlanEnvironmental Systems Resear…$1.9BEmpower Retirement, LLC 401(k) Savings PlanEmpower Retirement, LLC 401(…$1.9B
End-of-year total assets ($B) among Amerisourcebergen Employee Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$1.6B
Net Assets (End of Year)$1.9B
Net Income$266M
Employer EIN233079390
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cencora, Inc.)

Sponsor-wide plan assets over time

All Cencora, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2.1B 32.088754327024446% vs 2022
2024 filing year
$1.4B$1.6B$1.8B$2B$2.2B 202220232024 $1.59B $2.1B ▲ +32.1%
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 Scatter plot of 6 data points. 020000400006000080000100000 05101520 Total assets ($B) Participants Amerisourcebergen Employee Investment Plan, Total assets ($B): 1.85563007 · Participants: 17562Amerisourcebergen Employee Investment PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Amerisourcebergen Employee Investment Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Amerisourcebergen Employee Investment Plan side-by-side with 3 peers →

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:

Amerisourcebergen Employee Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Ukg Retirement Savings Plan in FL ($1.9B); by covered participants it is Berry Global Employees 401(k) Retirement Plan in IN (17,548 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.9B here).

Similar participant headcount

Nearest other-state filings by covered participants (17,562 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 Amerisourcebergen Employee Investment Plan assets move in 2023? ▼
Amerisourcebergen Employee Investment Plan grew sharply - up 16.7% during 2023, from $1.6B to $1.9B. Reported net income was $266M.
How have Cencora, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cencora, Inc.'s sponsor-wide assets grew 32.1%, from $1.6B to $2.1B.
Where does Amerisourcebergen Employee Investment Plan rank by assets among Form 5500 filers? ▼
Amerisourcebergen Employee Investment 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 Amerisourcebergen Employee Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ukg Retirement Savings Plan in FL ($1.9B, 11,173 participants).
Which 401(k) plans cover a similar participant headcount to Amerisourcebergen Employee Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berry Global Employees 401(k) Retirement Plan in IN (17,548 participants, $1.2B 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 233079390.

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.