Defined Benefit (Pension) · DOL Form 5500 · 2023

Bunzl USA, LLC Pension Plan

Data updated 2026-08-25

$111M
Total assets Near avg plan size
192
Participants Below avg headcount
92nd
Percentile by assets National rank
$576,050
Avg per participant High balance/head
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Official DOL plan name: Bunzl USA, LLC Retirement Plan · Sponsored by Bunzl USA, LLC · Missouri · Wholesale Trade

$111M in assets, 192 participants

Bunzl USA, LLC's Bunzl USA, LLC Retirement Plan reported $111M in total assets and 192 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #5,898 in Wholesale Trade (6,309 peers)

Coverage in Missouri

Bunzl USA, LLC Retirement Plan covers 192 participants in Missouri, about 26% of the average Missouri filer (state average ~737 per filing). Assets: $111M.

#5,898
in Wholesale Trade (6,309 peers)
-1.1%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bunzl USA, LLC Retirement Plan's outsized position by total assets

Bunzl USA, LLC Retirement Plan vs every filed plan by assets

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

$110,601,675 Top 8% higher than 92% 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

Bunzl USA, LLC Retirement Plan 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. Bunzl USA, LLC Retirement Plan sits mid-pack in the medium band (192 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bunzl USA, LLC Retirement Plan reported net income rose from -$36M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Bunzl USA, LLC Retirement Plan reported participants fell from 219 in the plan year 2022 filing to 192 in the plan year 2023 filing.
  • Bunzl USA, LLC Retirement Plan end-of-year assets fell from $112M in the plan year 2022 filing to $111M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 131884179 · Bunzl USA, LLC PY 2023 · Defined Benefit (Pension)

Bunzl USA, LLC Retirement Plan · $111M · 192 · 92nd

  • SCH $111M
  • EBSA 192
  • PART 92nd
  • TYPE Defined Benefit (Pension)
  • NET near IBEW Local Nos 570 & 518 and Southern Az Chapt NECA Pension Plan
  • BOOK ind #5898

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 Retirement Plan in the asset neighbourhood

Retiree Pension Plan$111MWausau Paper Corp. Retirement PlanWausau Paper Corp. Retiremen…$111MBunzl USA, LLC Retirement PlanBunzl USA, LLC Retirement Pl…$111MIBEW Local Nos 570 & 518 and Southern Az Chapt NECA Pension PlanIBEW Local Nos 570 & 518 and…$110MNfl Game Officials' Pension PlanNfl Game Officials' Pension …$110M
End-of-year total assets ($M) among Bunzl USA, LLC Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$112M
Net Assets (End of Year)$111M
Net Income-$1M
Employer EIN131884179
Plan Effective Date1983-01-01
Filing StatusFILING 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
$0.8B$0.9B$1B$1.1B 202220232024 $0.84B $1.04B ▲ +23.8%
Year Plans Participants Total Assets
2022 4 4,861 $837M
2023 2 5,721 $922M
2024 2 5,652 $1.0B

Nearby Defined Benefit (Pension) Plans in Missouri

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bunzl USA, LLC Retirement Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Bunzl USA, LLC Retirement Plan, Total assets ($B): 0.110601675 · Participants: 192Bunzl USA, LLC Retirement PlanBoilermaker-Blacksmith National Pension Trust, Total assets ($B): 7.787453474 · Participants: 30358Boilermaker-Blacksmith National Pension TrustAmeren Retirement Plan, Total assets ($B): 4.709766277 · Participants: 10156Ameren Retirement PlanCo-Op Retirement Plan, Total assets ($B): 3.457605028 · Participants: 14993Co-Op Retirement PlanEmerson Electric Company Retirement Plan, Total assets ($B): 3.376279254 · Participants: 2671Emerson Electric Company Retirement PlanCarpenters Pension Trust Fund of St. Louis, Total assets ($B): 3.265514848 · Participants: 11420Carpenters Pension Trust Fund of St. Louis
Bunzl USA, LLC Retirement Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants
Compare Bunzl USA, LLC Retirement Plan side-by-side with 3 peers →

Bunzl USA, LLC Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Missouri, the nearest Defined Benefit (Pension) by assets is IBEW Local Nos 570 & 518 and Southern Az Chapt NECA Pension Plan in AZ ($110M); by covered participants it is True Community Credit Union Cash Balance Defined Benefit Plan and Trust in MI (192 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($111M here).

Similar participant headcount

Nearest other-state filings by covered participants (192 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 Bunzl USA, LLC Retirement Plan assets move in 2023? ▼
Bunzl USA, LLC Retirement Plan edged down modestly - down 1.1% during 2023, from $112M to $111M. Reported net income was -$1M.
How have Bunzl USA, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bunzl USA, LLC's sponsor-wide assets grew 24.8%, from $837M to $1.0B.
Where does Bunzl USA, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Bunzl USA, LLC Retirement Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Bunzl USA, LLC Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is IBEW Local Nos 570 & 518 and Southern Az Chapt NECA Pension Plan in AZ ($110M, 534 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bunzl USA, LLC Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is True Community Credit Union Cash Balance Defined Benefit Plan and Trust in MI (192 participants, $26M 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 131884179.

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.