401(k) · DOL Form 5500 · 2023

CONVATEC 401(k) Plan

Data updated 2026-08-25

$213M
Total assets Near avg plan size
1,290
Participants Near avg headcount
95th
Percentile by assets National rank
$165,283
Avg per participant Above avg balance/head
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Official DOL plan name: Convatec, Inc. Savings and Investment Plan · Sponsored by CONVATEC · New Jersey · Manufacturing

$213M in assets, 1,290 participants

CONVATEC's Convatec, Inc. Savings and Investment Plan reported $213M in total assets and 1,290 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #17,251 in Manufacturing (18,722 peers)

Where Convatec, Inc. Savings and Investment Plan sits by assets

Convatec, Inc. Savings and Investment Plan sits in the top 5% of all filed plans by assets, $213M for 1,290 participants (~$165,283/participant), up 22.4% in 2023.

#17,251
in Manufacturing (18,722 peers)
+22.4%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Convatec, Inc. Savings and Investment Plan's outsized position by total assets

Convatec, Inc. Savings and Investment Plan vs every filed plan by assets

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

$213,214,477 Top 5% higher than 95% 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

Convatec, Inc. Savings and Investment 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. Convatec, Inc. Savings and Investment Plan lands in the large band (1,290 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Convatec, Inc. Savings and Investment Plan reported net income rose from -$43M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Convatec, Inc. Savings and Investment Plan end-of-year assets rose from $174M in the plan year 2022 filing to $213M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 262734330 · CONVATEC PY 2023 · 401(k)

Convatec, Inc. Savings and Investment Plan · $213M · 1,290 · 95th

  • PCT $213M
  • EIN 1,290
  • RANK 95th
  • PHOTO 401(k)
  • IND near Transre Incentive Retirement Plan
  • EOY ind #17251

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 New Jersey →

Convatec, Inc. Savings and Investment Plan in the asset neighbourhood

Avi-Spl 401(k) Plan$213MConvatec, Inc. Savings and Investment PlanConvatec, Inc. Savings and I…$213MTransre Incentive Retirement PlanTransre Incentive Retirement…$213MMonster Energy Company 401 K PlanMonster Energy Company 401 K…$213MNeurocrine Biosciences, Inc. 401(k) Savings PlanNeurocrine Biosciences, Inc.…$213M
End-of-year total assets ($M) among Convatec, Inc. Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$174M
Net Assets (End of Year)$213M
Net Income$38M
Employer EIN262734330
Plan Effective Date2008-08-08
Filing StatusFILING RECEIVED

Sponsor Plan History (CONVATEC)

Sponsor-wide plan assets over time

All CONVATEC plans reported in each filing year

Latest sponsor-wide plan assets
$239M 37.420348964132764% vs 2022
2024 filing year
$160M$180M$200M$220M$240M$260M 202220232024 $174M $239M ▲ +37.4%
Year Plans Participants Total Assets
2022 1 1,298 $174M
2023 1 1,290 $213M
2024 1 1,465 $239M

Nearby 401(k) Plans in New Jersey

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

Convatec, Inc. Savings and Investment Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Convatec, Inc. Savings and Investment Plan, Total assets ($B): 0.213214477 · Participants: 1290Convatec, Inc. Savings and Investment PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Convatec, Inc. Savings and Investment Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Convatec, Inc. Savings and Investment Plan side-by-side with 3 peers →

Convatec, Inc. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Transre Incentive Retirement Plan in NY ($213M); by covered participants it is Livingston International, Inc. 401(k) Retirement Savings Plan in IL (1,290 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($213M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,290 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 Convatec, Inc. Savings and Investment Plan assets move in 2023? ▼
Convatec, Inc. Savings and Investment Plan grew sharply - up 22.4% during 2023, from $174M to $213M. Reported net income was $38M.
How have CONVATEC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), CONVATEC's sponsor-wide assets grew 37.4%, from $174M to $239M.
Where does Convatec, Inc. Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Convatec, Inc. Savings and Investment Plan ranks in the 95th 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 Convatec, Inc. Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Transre Incentive Retirement Plan in NY ($213M, 416 participants).
Which 401(k) plans cover a similar participant headcount to Convatec, Inc. Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Livingston International, Inc. 401(k) Retirement Savings Plan in IL (1,290 participants, $96M 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 262734330.

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.