401(k) · DOL Form 5500 · 2023
Covetrus, Inc. 401(k) Plan
Data updated 2026-08-11
- $275M
- Total assets
- 2,940
- Participants
- 96th
- Percentile by assets
- $93,450
- Avg per participant
Official DOL plan name: Covetrus 401(k) Retirement Savings Plan · Sponsored by Covetrus, Inc. · Ohio · Wholesale Trade
$275M in assets, 2,940 participants
Covetrus, Inc.'s Covetrus 401(k) Retirement Savings Plan reported $275M in total assets and 2,940 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #6,124 in Wholesale Trade (6,309 peers)
Coverage in Ohio
Covetrus 401(k) Retirement Savings Plan covers 2,940 participants in Ohio, 3.8x the typical Ohio plan (state average ~765 per filing). Assets: $275M.
- $275M
- total plan assets (2023 EOY)
- 2,940
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $93,450
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Covetrus 401(k) Retirement Savings Plan reported net income rose from -$62M in the plan year 2022 filing to $42M in the plan year 2023 filing.
- Covetrus 401(k) Retirement Savings Plan end-of-year assets rose from $233M in the plan year 2022 filing to $275M in the plan year 2023 filing.
- Covetrus 401(k) Retirement Savings Plan reported participants rose from 2,817 in the plan year 2022 filing to 2,940 in the plan year 2023 filing.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Covetrus 401(k) Retirement Savings Plan reports 2,940 participants - 3.8x that state average ($275M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $233M |
|---|---|
| Net Assets (End of Year) | $275M |
| Net Income | $42M |
| Employer EIN | 831448706 |
| Plan Effective Date | 1993-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Covetrus, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,817 | $233M |
| 2023 | 1 | 2,940 | $275M |
| 2024 | 1 | 2,977 | $290M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Covetrus 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Covetrus 401(k) Retirement Savings Plan by total assets, not by location.
- The Spectris Group Safe Harbor 401(k) Retirement Plan (MA) $275M · 2,062
- Riverside Health System 401(k) Savings Plan (VA) $275M · 7,461
- The Doctors Management Company 401(k) Savings Plan (CA) $274M · 821
- Sorenson Communications, LLC. 401(k) Profit Sharing Plan (UT) $275M · 8,931
Frequently Asked Questions
How did Covetrus 401(k) Retirement Savings Plan assets move in 2023? ▼
How have Covetrus, Inc. plan assets changed over time? ▼
Where does Covetrus 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Covetrus 401(k) Retirement Savings Plan? ▼
Next read for Covetrus 401(k) Retirement Savings Plan
Filing takeaways
Ways to act on Covetrus 401(k) Retirement Savings Plan's numbers.
- By total assets, Covetrus 401(k) Retirement 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 Ohio. Compare plans
- Covetrus, Inc.'s sponsor-wide assets have grown 24.4% since 2022 across 3 plan years on file. More Wholesale Trade plans