401(k) · DOL Form 5500 · 2023

Fresenius Kabi USA, LLC 401(k) Plan

Data updated 2026-08-25

$500M
Total assets Above avg plan size
3,999
Participants Above avg headcount
97th
Percentile by assets National rank
$124,912
Avg per participant Near avg balance/head
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Official DOL plan name: Fresenius Kabi USA, LLC Savings & Ret Plan · Sponsored by Fresenius Kabi USA, LLC · Illinois · Manufacturing

$500M in assets, 3,999 participants

Fresenius Kabi USA, LLC's Fresenius Kabi USA, LLC Savings & Ret Plan reported $500M in total assets and 3,999 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #17,934 in Manufacturing (18,722 peers)

Coverage in Illinois

Fresenius Kabi USA, LLC Savings & Ret Plan covers 3,999 participants in Illinois, 5.1x the typical Illinois plan (state average ~779 per filing). Assets: $500M.

#17,934
in Manufacturing (18,722 peers)
+18.6%
assets growth YoY
5.0×
vs typical plan assets (national mean)

Fresenius Kabi USA, LLC Savings & Ret Plan's outsized position by total assets

Fresenius Kabi USA, LLC Savings & Ret Plan vs every filed plan by assets

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

$499,521,948 Top 3% higher than 97% 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

Fresenius Kabi USA, LLC Savings & Ret 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. Fresenius Kabi USA, LLC Savings & Ret Plan lands in the large band (3,999 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fresenius Kabi USA, LLC Savings & Ret Plan reported net income rose from -$71M in the plan year 2022 filing to $78M in the plan year 2023 filing.
  • Fresenius Kabi USA, LLC Savings & Ret Plan end-of-year assets rose from $421M in the plan year 2022 filing to $500M in the plan year 2023 filing.
  • Fresenius Kabi USA, LLC Savings & Ret Plan reported participants rose from 3,668 in the plan year 2022 filing to 3,999 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 300431740 · Fresenius Kabi USA, LLC PY 2023 · 401(k)

Fresenius Kabi USA, LLC Savings & Ret Plan · $500M · 3,999 · 97th

  • BOOK $500M
  • BOOK 3,999
  • BOOK 97th
  • BOOK 401(k)
  • BOOK near U-Haul Holding Company 401(k) Savings Plan
  • BOOK ind #17934

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 Manufacturing retirement plans → · Plans in Illinois →

Fresenius Kabi USA, LLC Savings & Ret Plan in the asset neighbourhood

Western & Southern Financial Group Employee Retirement 401(k) Savings PlanWestern & Southern Financial…$500MJohnson and Johnson Retirement Savings PlanJohnson and Johnson Retireme…$500MFresenius Kabi USA, LLC Savings & Ret PlanFresenius Kabi USA, LLC Savi…$500MU-Haul Holding Company 401(k) Savings PlanU-Haul Holding Company 401(k…$499MRetirement Savings Plan for Daikin Group Affiliated CompaniesRetirement Savings Plan for …$499M
End-of-year total assets ($M) among Fresenius Kabi USA, LLC Savings & Ret Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$421M
Net Assets (End of Year)$500M
Net Income$78M
Employer EIN300431740
Plan Effective Date1998-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fresenius Kabi USA, LLC)

Sponsor-wide plan assets over time

All Fresenius Kabi USA, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$560M 32.79304026091792% vs 2022
2024 filing year
$400M$450M$500M$550M$600M 202220232024 $421M $560M ▲ +32.8%
Year Plans Participants Total Assets
2022 1 3,668 $421M
2023 1 3,999 $500M
2024 1 4,136 $560M

Nearby 401(k) Plans in Illinois

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

Fresenius Kabi USA, LLC Savings & Ret Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Fresenius Kabi USA, LLC Savings & Ret Plan, Total assets ($B): 0.499521948 · Participants: 3999Fresenius Kabi USA, LLC Savings & Ret PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Fresenius Kabi USA, LLC Savings & Ret Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Fresenius Kabi USA, LLC Savings & Ret Plan side-by-side with 3 peers →

Fresenius Kabi USA, LLC Savings & Ret Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is U-Haul Holding Company 401(k) Savings Plan in AZ ($499M); by covered participants it is Wells Enterprises, Inc. 401(k) Plan in IA (3,998 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,999 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 Fresenius Kabi USA, LLC Savings & Ret Plan assets move in 2023? ▼
Fresenius Kabi USA, LLC Savings & Ret Plan grew sharply - up 18.6% during 2023, from $421M to $500M. Reported net income was $78M.
How have Fresenius Kabi USA, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fresenius Kabi USA, LLC's sponsor-wide assets grew 32.8%, from $421M to $560M.
Where does Fresenius Kabi USA, LLC Savings & Ret Plan rank by assets among Form 5500 filers? ▼
Fresenius Kabi USA, LLC Savings & Ret Plan ranks in the 97th 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 Fresenius Kabi USA, LLC Savings & Ret Plan? ▼
Among 401(k) plans in other states, the closest by assets is U-Haul Holding Company 401(k) Savings Plan in AZ ($499M, 31,816 participants).
Which 401(k) plans cover a similar participant headcount to Fresenius Kabi USA, LLC Savings & Ret Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wells Enterprises, Inc. 401(k) Plan in IA (3,998 participants, $396M 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 300431740.

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.