401(k) · DOL Form 5500 · 2023

Owens & Minor, Inc. 401(k) Plan

Data updated 2026-08-25

$889M
Total assets Above avg plan size
7,878
Participants Very large workforce
98th
Percentile by assets National rank
$112,801
Avg per participant Below avg balance/head
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Official DOL plan name: Owens & Minor 401(k) Savings and Retirement Plan · Sponsored by Owens & Minor, Inc. · Virginia · Wholesale Trade

$889M in assets, 7,878 participants

Owens & Minor, Inc.'s Owens & Minor 401(k) Savings and Retirement Plan reported $889M in total assets and 7,878 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.

  • #6,250 in Wholesale Trade (6,309 peers)

Coverage in Virginia

Owens & Minor 401(k) Savings and Retirement Plan covers 7,878 participants in Virginia, 10x the typical Virginia plan (state average ~782 per filing). Assets: $889M.

#6,250
in Wholesale Trade (6,309 peers)
+86.2%
assets growth YoY
8.9×
vs typical plan assets (national mean)

Owens & Minor 401(k) Savings and Retirement Plan's outsized position by total assets

Owens & Minor 401(k) Savings and Retirement Plan vs every filed plan by assets

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

$888,649,199 Top 2% higher than 98% 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

Owens & Minor 401(k) Savings and Retirement 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. Owens & Minor 401(k) Savings and Retirement Plan lands in the large band (7,878 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Owens & Minor 401(k) Savings and Retirement Plan reported net income rose from -$117M in the plan year 2022 filing to $61M in the plan year 2023 filing.
  • Owens & Minor 401(k) Savings and Retirement Plan end-of-year assets rose from $477M in the plan year 2022 filing to $889M in the plan year 2023 filing.
  • Owens & Minor 401(k) Savings and Retirement Plan reported participants rose from 7,254 in the plan year 2022 filing to 7,878 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 541701843 · Owens & Minor, Inc. PY 2023 · 401(k)

Owens & Minor 401(k) Savings and Retirement Plan · $889M · 7,878 · 98th

  • PHOTO $889M
  • IND 7,878
  • EOY 98th
  • 5500 401(k)
  • ASSETS near Retirement Contribution and 403(b) Matching Plan of the University of Pennsylvania Health System
  • PCT ind #6250

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 Virginia →

Owens & Minor 401(k) Savings and Retirement Plan in the asset neighbourhood

Usg Corporation Investment PlanUsg Corporation Investment P…$889MRetirement Contribution and 403(b) Matching Plan of the University of Pennsylvania Health SystemRetirement Contribution and …$889MOwens & Minor 401(k) Savings and Retirement PlanOwens & Minor 401(k) Savings…$889MDpr Construction Retirement Savings PlanDpr Construction Retirement …$888MGenesis Administrative Services 401(k) Plan #1Genesis Administrative Servi…$888M
End-of-year total assets ($M) among Owens & Minor 401(k) Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$477M
Net Assets (End of Year)$539M
Net Income$61M
Employer EIN541701843
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Owens & Minor, Inc.)

Sponsor-wide plan assets over time

All Owens & Minor, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$994M 108.11534192038195% vs 2022
2024 filing year
$400M$600M$800M$1,000M$1,200M 202220232024 $477M $994M ▲ +108.1%
Year Plans Participants Total Assets
2022 1 7,254 $477M
2023 1 7,878 $889M
2024 1 5,686 $994M

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Owens & Minor 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000120000 -10010203040 Total assets ($B) Participants Owens & Minor 401(k) Savings and Retirement Plan, Total assets ($B): 0.888649199 · Participants: 7878Owens & Minor 401(k) Savings and Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Owens & Minor 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Owens & Minor 401(k) Savings and Retirement Plan side-by-side with 3 peers →

Scale composition for Owens & Minor 401(k) Savings and Retirement Plan

Owens & Minor 401(k) Savings and Retirement Plan reports $889M in end-of-year assets across 7,878 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $112,801 per participant (82% of the national average assets-per-participant) . Net income for plan year 2023 was $61M.

This plan identity (EIN 541701843, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $477M to $994M (+108.1%) while covered participants moved from 7,254 to 5,686 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,254 $477M Open filing
2023 7,878 $889M This page
2024 · index core 5,686 $994M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Owens & Minor 401(k) Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Retirement Contribution and 403(b) Matching Plan of the University of Pennsylvania Health System in PA ($889M); by covered participants it is Hellofresh 401(k) Retirement Savings Plan in NY (7,867 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7,878 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 Owens & Minor 401(k) Savings and Retirement Plan assets move in 2023? ▼
Owens & Minor 401(k) Savings and Retirement Plan surged - up 86.2% during 2023, from $477M to $889M. Reported net income was $61M.
How have Owens & Minor, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Owens & Minor, Inc.'s sponsor-wide assets grew 108.1%, from $477M to $994M.
Where does Owens & Minor 401(k) Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Owens & Minor 401(k) Savings and Retirement Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Owens & Minor 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retirement Contribution and 403(b) Matching Plan of the University of Pennsylvania Health System in PA ($889M, 38,179 participants).
Which 401(k) plans cover a similar participant headcount to Owens & Minor 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hellofresh 401(k) Retirement Savings Plan in NY (7,867 participants, $76M 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 541701843.

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.