401(k) · DOL Form 5500 · 2023
Bunzl USA, LLC 401(k) Plan
Data updated 2026-08-25
- $811M
- Total assets Above avg plan size
- 5,529
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $146,721
- Avg per participant Above avg balance/head
Official DOL plan name: Bunzl USA, LLC Deferred Savings Plan · Sponsored by Bunzl USA, LLC · Missouri · Wholesale Trade
$811M in assets, 5,529 participants
Bunzl USA, LLC's Bunzl USA, LLC Deferred Savings Plan reported $811M in total assets and 5,529 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #6,245 in Wholesale Trade (6,309 peers)
Coverage in Missouri
Bunzl USA, LLC Deferred Savings Plan covers 5,529 participants in Missouri, 7.5x the typical Missouri plan (state average ~737 per filing). Assets: $811M.
- #6,245
- in Wholesale Trade (6,309 peers)
- +11.9%
- assets growth YoY
- 8.1×
- vs typical plan assets (national mean)
Bunzl USA, LLC Deferred Savings Plan's outsized position by total assets
Bunzl USA, LLC Deferred Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$811,219,246 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Bunzl USA, LLC Deferred 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. Bunzl USA, LLC Deferred Savings Plan lands in the large band (5,529 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bunzl USA, LLC Deferred Savings Plan reported net income rose from -$136M in the plan year 2022 filing to $86M in the plan year 2023 filing.
- Bunzl USA, LLC Deferred Savings Plan reported participants rose from 4,591 in the plan year 2022 filing to 5,529 in the plan year 2023 filing.
- Bunzl USA, LLC Deferred Savings Plan end-of-year assets rose from $725M in the plan year 2022 filing to $811M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 131884179 · Bunzl USA, LLC PY 2023 · 401(k)
Bunzl USA, LLC Deferred Savings Plan · $811M · 5,529 · 98th
- 5500 $811M
- 5500 5,529
- 5500 98th
- 5500 401(k)
- 5500 near Daiichi Sankyo, Inc. Savings and Retirement Plan
- 5500 ind #6245
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 Missouri →
Bunzl USA, LLC Deferred Savings Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $725M |
|---|---|
| Net Assets (End of Year) | $811M |
| Net Income | $86M |
| Employer EIN | 131884179 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bunzl USA, LLC)
Sponsor-wide plan assets over time
All Bunzl USA, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.0B 24.770606774703015% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 4,861 | $837M |
| 2023 | 2 | 5,721 | $922M |
| 2024 | 2 | 5,652 | $1.0B |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
Scale composition for Bunzl USA, LLC Deferred Savings Plan
Bunzl USA, LLC Deferred Savings Plan reports $811M in end-of-year assets across 5,529 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $146,721 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2023 was $86M.
This plan identity (EIN 131884179, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $725M to $942M (+29.9%) while covered participants moved from 4,591 to 5,486 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,591 | $725M | Open filing |
| 2023 | 5,529 | $811M | This page |
| 2024 · index core | 5,486 | $942M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Bunzl USA, LLC Deferred Savings Plan (401(k), $942M, 5,486 participants)
- Bunzl USA, LLC Retirement Plan (Defined Benefit (Pension), $102M, 166 participants)
Bunzl USA, LLC Deferred Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Daiichi Sankyo, Inc. Savings and Retirement Plan in NJ ($812M); by covered participants it is Scripps Retirement and Investment Plan in OH (5,529 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($811M here).
- Daiichi Sankyo, Inc. Savings and Retirement Plan (NJ) $812M · 1,695
- Mcgraw-Hill Education 401(k) Plan (NY) $811M · 3,513
- Blue 401(k) Plan (WA) $812M · 9,361
- Health First Retirement Savings Plan (FL) $810M · 8,762
Similar participant headcount
Nearest other-state filings by covered participants (5,529 participants); asset peers above are excluded.
- Scripps Retirement and Investment Plan (OH) 5,529 · 0 off
- Ms Companies Retirement Plan (IN) 5,527 · 2 off
- Biomerieux, Inc. Employee Savings Plan (NC) 5,532 · 3 off
- Dayton Freight Lines, Inc. Employee 401(k) Retirement Plan (OH) 5,533 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.