401(k) · DOL Form 5500 · 2024

Cardinal Health, Inc. 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
648
Participants Below avg headcount
85th
Percentile by assets National rank
$80,144
Avg per participant Below avg balance/head
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Official DOL plan name: Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico · Sponsored by Cardinal Health, Inc. · Ohio · Wholesale Trade

$52M in assets, 648 participants

Cardinal Health, Inc.'s Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico reported $52M in total assets and 648 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,212 in Wholesale Trade (6,080 peers)

Where Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico sits by assets

Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico sits in the top quartile of all filed plans by assets, $52M for 648 participants (~$80,144/participant), up 12.6% in 2024.

#5,212
in Wholesale Trade (6,080 peers)
+12.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico's outsized position by total assets

Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$51,933,096 Top 15% higher than 85% of 123,620 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 2024

Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico sits mid-pack in the medium band (648 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico reported net income fell from $9M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico end-of-year assets rose from $46M in the plan year 2023 filing to $52M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 310958666 · Cardinal Health, Inc. PY 2024 · 401(k)

Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico · $52M · 648 · 85th

  • PHOTO $52M
  • PHOTO 648
  • PHOTO 85th
  • PHOTO 401(k)
  • PHOTO near Rotork 401(k) Plan
  • PHOTO ind #5212

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 →

Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico in the asset neighbourhood

Atlantic Anesthesia, Inc. 401(k) PlanAtlantic Anesthesia, Inc. 40…$52MBrighton Health Plan Solutions, LLC 401(k) Retirement PlanBrighton Health Plan Solutio…$52MPueblo of Sandia Commercial Enterprises 401(k) Profit Sharing Plan and TrustPueblo of Sandia Commercial …$52MCardinal Health 401(k) Savings Plan for Employees of Puerto RicoCardinal Health 401(k) Savin…$52MRotork 401(k) Plan$52M
End-of-year total assets ($M) among Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$52M
Net Income$6M
Employer EIN310958666
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cardinal Health, Inc.)

Sponsor-wide plan assets over time

All Cardinal Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4.8B 28.524200908328684% vs 2022
2024 filing year
$3.5B$4B$4.5B$5B 202220232024 $3.75B $4.82B ▲ +28.5%
Year Plans Participants Total Assets
2022 2 30,175 $3.7B
2023 2 31,249 $4.3B
2024 2 31,923 $4.8B

Nearby 401(k) Plans in Ohio

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

Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico, Total assets ($B): 0.051933096 · Participants: 648Cardinal Health 401(k) Savings Plan for Employees of Puerto RicoGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico side-by-side with 3 peers →

Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Rotork 401(k) Plan in NY ($52M); by covered participants it is Lucchese Inc. Ee Investment Plan in TX (648 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (648 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico assets move in 2024? ▼
Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico grew at a solid clip - up 12.6% during 2024, from $46M to $52M. Reported net income was $6M.
How have Cardinal Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cardinal Health, Inc.'s sponsor-wide assets grew 28.5%, from $3.7B to $4.8B.
Where does Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico rank by assets among Form 5500 filers? ▼
Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico? ▼
Among 401(k) plans in other states, the closest by assets is Rotork 401(k) Plan in NY ($52M, 387 participants).
Which 401(k) plans cover a similar participant headcount to Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico? ▼
Among 401(k) plans in other states, the closest by covered participants is Lucchese Inc. Ee Investment Plan in TX (648 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 310958666.

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.