401(k) · DOL Form 5500 · 2024

Covetrus, Inc. 401(k) Plan

Data updated 2026-08-25

$290M
Total assets Near avg plan size
2,977
Participants Above avg headcount
96th
Percentile by assets National rank
$97,288
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

$290M in assets, 2,977 participants

Covetrus, Inc.'s Covetrus 401(k) Retirement Savings Plan reported $290M in total assets and 2,977 participants in its 2024 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.

  • #5,891 in Wholesale Trade (6,080 peers)

Coverage in Ohio

Covetrus 401(k) Retirement Savings Plan covers 2,977 participants in Ohio, 3.9x the typical Ohio plan (state average ~765 per filing). Assets: $290M.

#5,891
in Wholesale Trade (6,080 peers)
+5.4%
assets growth YoY
2.9×
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 2024 · DOL Form 5500

$289,625,440 Top 4% higher than 96% 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

Covetrus 401(k) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 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 (2,977 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Covetrus 401(k) Retirement Savings Plan reported net income fell from $42M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Covetrus 401(k) Retirement Savings Plan end-of-year assets rose from $275M in the plan year 2023 filing to $290M in the plan year 2024 filing.
  • Covetrus 401(k) Retirement Savings Plan reported participants rose from 2,940 in the plan year 2023 filing to 2,977 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 831448706 · Covetrus, Inc. PY 2024 · 401(k)

Covetrus 401(k) Retirement Savings Plan · $290M · 2,977 · 96th

  • VS-ST $290M
  • VS-ST 2,977
  • VS-ST 96th
  • VS-ST 401(k)
  • VS-ST near Winco Foods 401(k) Plan
  • VS-ST ind #5891

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

Morgan US Employees' 401(k) PlanMorgan US Employees' 401(k) …$290MB. Riley Financial, Inc. 401(k) Profit Sharing PlanB. Riley Financial, Inc. 401…$290MCovetrus 401(k) Retirement Savings PlanCovetrus 401(k) Retirement S…$290MWinco Foods 401(k) Plan$290MBureau Veritas Industries & Facilities 401(k) Profit Sharing PlanBureau Veritas Industries & …$290M
End-of-year total assets ($M) among Covetrus 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$275M
Net Assets (End of Year)$290M
Net Income$15M
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 -505101520 Total assets ($B) Participants Covetrus 401(k) Retirement Savings Plan, Total assets ($B): 0.28962544 · Participants: 2977Covetrus 401(k) Retirement Savings PlanGE 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
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 Winco Foods 401(k) Plan in ID ($290M); by covered participants it is Artisan Design Group 401(k) Plan in TX (2,977 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($290M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,977 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 Covetrus 401(k) Retirement Savings Plan assets move in 2024? ▼
Covetrus 401(k) Retirement Savings Plan grew at a solid clip - up 5.4% during 2024, from $275M to $290M. Reported net income was $15M.
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 123,622 plans that reported assets for plan year 2024 (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 Winco Foods 401(k) Plan in ID ($290M, 19,177 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 Artisan Design Group 401(k) Plan in TX (2,977 participants, $125M 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 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.