Covetrus 401(k) Retirement Savings Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Covetrus, Inc. · Ohio · Wholesale Trade
What the 2023 filing shows
Covetrus 401(k) Retirement Savings Plan holds $275M for 2,940 participants — about $93,450 per participant, up 18.0% over the 2023 plan year.
- $275M
- total plan assets (2023 EOY)
- 2,940
- covered participants
- $93,450
- avg assets per participant
- +18.0%
- assets growth YoY
What the Filing Says About Covetrus 401(k) Retirement Savings Plan
Covetrus 401(k) Retirement Savings Plan is a Profit Sharing retirement plan sponsored by Covetrus, Inc., headquartered in Ohio. As of the 2023 Form 5500 filing, the plan reports $275M in total end-of-year assets and covers 2,940 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 831448706, and the plan has been effective since 1993-04-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $233M at the beginning of 2023 to $275M at year-end — a gain of 18.0%. Net assets (after liabilities) closed the year at $275M, with reported net income of $42M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $233M |
| Total Assets (End of Year) | $275M |
| Net Assets (End of Year) | $275M |
| Net Income | $42M |
| Plan Type | Profit Sharing |
| 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 Profit Sharing Plans in Ohio
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- Nationwide Savings Plan $7.6B · 24,715
- Cleveland Clinic Savings and Investment Plan $7.5B · 54,690
- The Procter & Gamble Savings Plan $5.1B · 28,627
- Ohiohealth Retirement Savings Plan 403(b) $2.3B · 28,604
- Faculty and Key Administrative Employee's Retirement Plan a $2.0B · 1,840
Related Data
Guides
Frequently Asked Questions
How much money is in the Covetrus 401(k) Retirement Savings Plan? ▼
What type of plan is Covetrus 401(k) Retirement Savings Plan? ▼
Who sponsors the Covetrus 401(k) Retirement Savings Plan? ▼
How did Covetrus 401(k) Retirement Savings Plan perform in 2023? ▼
Where can I find official filings for Covetrus 401(k) Retirement Savings Plan? ▼
How does Covetrus 401(k) Retirement Savings Plan compare to other plans? ▼
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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 831448706.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.