401(k) · DOL Form 5500 · 2023
Bunzl USA, LLC 401(k) Plan
Data updated 2026-08-11
- $811M
- Total assets
- 5,529
- Participants
- 98th
- Percentile by assets
- $146,721
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $811M
- total plan assets (2023 EOY)
- 5,529
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $146,721
- avg assets per participant
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.
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. Bunzl USA, LLC Deferred Savings Plan reports 5,529 participants - 7.5x that state average ($811M EOY assets).
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)
| 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.
Bunzl USA, LLC Deferred Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Bunzl USA, LLC Deferred Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Bunzl USA, LLC Deferred Savings Plan assets move in 2023? ▼
How have Bunzl USA, LLC plan assets changed over time? ▼
Where does Bunzl USA, LLC Deferred Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Bunzl USA, LLC Deferred Savings Plan? ▼
Next read for Bunzl USA, LLC Deferred Savings Plan
Filing takeaways
Ways to act on Bunzl USA, LLC Deferred Savings Plan's numbers.
- By total assets, Bunzl USA, LLC Deferred Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans
- Bunzl USA, LLC's sponsor-wide assets have grown 24.8% since 2022 across 3 plan years on file. More Wholesale Trade plans