401(k) · DOL Form 5500 · 2023

Covetrus, Inc. 401(k) Plan

Data updated 2026-08-25

$275M
Total assets Near avg plan size
2,940
Participants Above avg headcount
96th
Percentile by assets National rank
$93,450
Avg per participant Below avg balance/head
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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.

  • #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.

#6,124
in Wholesale Trade (6,309 peers)
+18.0%
assets growth YoY
2.8×
vs typical plan assets (national mean)

Covetrus 401(k) Retirement Savings Plan's outsized position by total assets

Covetrus 401(k) Retirement Savings Plan vs every filed plan by assets

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

$274,741,795 Top 4% higher than 96% 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

Covetrus 401(k) Retirement Savings 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. Covetrus 401(k) Retirement Savings Plan lands in the large band (2,940 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 831448706 · Covetrus, Inc. PY 2023 · 401(k)

Covetrus 401(k) Retirement Savings Plan · $275M · 2,940 · 96th

  • EIN $275M
  • EIN 2,940
  • EIN 96th
  • EIN 401(k)
  • EIN near The Spectris Group Safe Harbor 401(k) Retirement Plan
  • EIN ind #6124

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 Ohio →

Covetrus 401(k) Retirement Savings Plan in the asset neighbourhood

Sorenson Communications, LLC. 401(k) Profit Sharing PlanSorenson Communications, LLC…$275MRiverside Health System 401(k) Savings PlanRiverside Health System 401(…$275MCovetrus 401(k) Retirement Savings PlanCovetrus 401(k) Retirement S…$275MThe Spectris Group Safe Harbor 401(k) Retirement PlanThe Spectris Group Safe Harb…$275MThe Doctors Management Company 401(k) Savings PlanThe Doctors Management Compa…$274M
End-of-year total assets ($M) among Covetrus 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$233M
Net Assets (End of Year)$275M
Net Income$42M
Employer EIN831448706
Plan Effective Date1993-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Covetrus, Inc.)

Sponsor-wide plan assets over time

All Covetrus, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$290M 24.364705044167234% vs 2022
2024 filing year
$220M$240M$260M$280M$300M 202220232024 $233M $290M ▲ +24.4%
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 Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Covetrus 401(k) Retirement Savings Plan, Total assets ($B): 0.274741795 · Participants: 2940Covetrus 401(k) Retirement Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Covetrus 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Covetrus 401(k) Retirement Savings Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is The Spectris Group Safe Harbor 401(k) Retirement Plan in MA ($275M); by covered participants it is Shoe Carnival, Inc. Retirement Savings Plan in IN (2,938 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,940 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 Covetrus 401(k) Retirement Savings Plan assets move in 2023? ▼
Covetrus 401(k) Retirement Savings Plan grew sharply - up 18.0% during 2023, from $233M to $275M. Reported net income was $42M.
How have Covetrus, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Covetrus, Inc.'s sponsor-wide assets grew 24.4%, from $233M to $290M.
Where does Covetrus 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Covetrus 401(k) Retirement Savings Plan ranks in the 96th 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 Covetrus 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Spectris Group Safe Harbor 401(k) Retirement Plan in MA ($275M, 2,062 participants).
Which 401(k) plans cover a similar participant headcount to Covetrus 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shoe Carnival, Inc. Retirement Savings Plan in IN (2,938 participants, $55M 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 831448706.

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.