401(k) · DOL Form 5500 · 2024
CVS Health Corporation 401(k) Plan
Data updated 2026-08-25
- $30.1B
- Total assets Mega-plan scale
- 240,493
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $125,109
- Avg per participant Near avg balance/head
Official DOL plan name: CVS Health Future Fund 401(k) Plan · Sponsored by CVS Health Corporation · Rhode Island · Retail Trade
$30.1B in assets, 240,493 participants
CVS Health Corporation's CVS Health Future Fund 401(k) Plan reported $30.1B in total assets and 240,493 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #8,046 in Retail Trade (8,048 peers)
Coverage in Rhode Island
CVS Health Future Fund 401(k) Plan covers 240,493 participants in Rhode Island, 166x the typical Rhode Island plan (state average ~1,449 per filing). Assets: $30.1B.
- #8,046
- in Retail Trade (8,048 peers)
- +9.1%
- assets growth YoY
- 302×
- vs typical plan assets (national mean)
CVS Health Future Fund 401(k) Plan's outsized position by total assets
CVS Health Future Fund 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$30,087,909,242 Highest reported value at or above every one of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
CVS Health Future Fund 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. CVS Health Future Fund 401(k) Plan is a mega filing (240,493 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- CVS Health Future Fund 401(k) Plan reported net income fell from $3.3B in the plan year 2023 filing to $2.5B in the plan year 2024 filing.
- CVS Health Future Fund 401(k) Plan reported participants fell from 265,760 in the plan year 2023 filing to 240,493 in the plan year 2024 filing.
- CVS Health Future Fund 401(k) Plan end-of-year assets rose from $27.6B in the plan year 2023 filing to $30.1B in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 050494040 · CVS Health Corporation PY 2024 · 401(k)
CVS Health Future Fund 401(k) Plan · $30.1B · 240,493 · 100th
- PHOTO $30.1B
- IND 240,493
- EOY 100th
- 5500 401(k)
- ASSETS near Verizon Savings Plan for Management Employees
- PCT ind #8046
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 Retail Trade retirement plans → · Plans in Rhode Island →
CVS Health Future Fund 401(k) Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $27.6B |
|---|---|
| Net Assets (End of Year) | $30.1B |
| Net Income | $2.5B |
| Employer EIN | 050494040 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (CVS Health Corporation)
Sponsor-wide plan assets over time
All CVS Health Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $30.1B 24.124614675754636% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 274,022 | $24.2B |
| 2023 | 2 | 266,473 | $27.6B |
| 2024 | 2 | 241,187 | $30.1B |
Nearby 401(k) Plans in Rhode Island
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Textron Savings Plan $6.1B · 26,609
- Cfg Retirement Savings Plan $3.2B · 17,893
- Unfi 401(k) Plan $2.8B · 26,416
- Factory Mutual Insurance Company 401(k) Savings Plan $1.9B · 4,005
- Igt 401(k) Retirement Savings Plan $1.4B · 6,006
Scale composition for CVS Health Future Fund 401(k) Plan
CVS Health Future Fund 401(k) Plan reports $30.1B in end-of-year assets across 240,493 participants (0.24% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.26% of 93,925,755 covered participants) - about $125,109 per participant (91% of the national average assets-per-participant) . Net income for plan year 2024 was $2.5B.
This plan identity (EIN 050494040, plan #017) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $24.2B to $30.1B (+24.1%) while covered participants moved from 273,274 to 240,493 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 273,274 | $24.2B | Open filing |
| 2023 | 265,760 | $27.6B | Open filing |
| 2024 · index core | 240,493 | $30.1B | This page |
CVS Health Future Fund 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Rhode Island, the nearest 401(k) by assets is Verizon Savings Plan for Management Employees in NJ ($29.4B); by covered participants it is Compass Group Retirement Plan in NC (244,875 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30.1B here).
- Verizon Savings Plan for Management Employees (NJ) $29.4B · 69,218
- Oracle Corporation 401(k) Savings and Investment Plan (CA) $31.0B · 58,962
- Unitedhealth Group 401(k) Savings Plan (MN) $26.6B · 205,460
- Fidelity Retirement Savings Plan (MA) $34.2B · 66,907
Similar participant headcount
Nearest other-state filings by covered participants (240,493 participants); asset peers above are excluded.
- Compass Group Retirement Plan (NC) 244,875 · 4,382 off
- Walgreens Retirement Savings Plan (IL) 233,635 · 6,858 off
- Starbucks Corporation 401(k) Plan (WA) 231,064 · 9,429 off
- The Kroger Co. Savings Plan (OH) 251,930 · 11,437 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.