Defined Benefit (Pension) · DOL Form 5500 · 2024

Bunzl USA, LLC Pension Plan

Data updated 2026-08-25

$102M
Total assets Near avg plan size
166
Participants Small participant base
91st
Percentile by assets National rank
$615,961
Avg per participant High balance/head
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Official DOL plan name: Bunzl USA, LLC Retirement Plan · Sponsored by Bunzl USA, LLC · Missouri · Wholesale Trade

$102M in assets, 166 participants

Bunzl USA, LLC's Bunzl USA, LLC Retirement Plan reported $102M in total assets and 166 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #5,622 in Wholesale Trade (6,080 peers)

Coverage in Missouri

Bunzl USA, LLC Retirement Plan covers 166 participants in Missouri, about 23% of the average Missouri filer (state average ~737 per filing). Assets: $102M.

#5,622
in Wholesale Trade (6,080 peers)
-7.6%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bunzl USA, LLC Retirement Plan's outsized position by total assets

Bunzl USA, LLC Retirement Plan vs every filed plan by assets

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

$102,249,603 Top 9% higher than 91% 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

Bunzl USA, LLC Retirement Plan 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. Bunzl USA, LLC Retirement Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bunzl USA, LLC Retirement Plan reported net income fell from -$1M in the plan year 2023 filing to -$8M in the plan year 2024 filing.
  • Bunzl USA, LLC Retirement Plan reported participants fell from 192 in the plan year 2023 filing to 166 in the plan year 2024 filing.
  • Bunzl USA, LLC Retirement Plan end-of-year assets fell from $111M in the plan year 2023 filing to $102M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 131884179 · Bunzl USA, LLC PY 2024 · Defined Benefit (Pension)

Bunzl USA, LLC Retirement Plan · $102M · 166 · 91st

  • TYPE $102M
  • TYPE 166
  • TYPE 91st
  • TYPE Defined Benefit (Pension)
  • TYPE near O & G Industries, Inc. Defined Benefit Pension Plan
  • TYPE ind #5622

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 Missouri →

Bunzl USA, LLC Retirement Plan in the asset neighbourhood

The Defined Retirement Plan of Usmx/Nysa/CccscThe Defined Retirement Plan …$102MAbbott Puerto Rico Retirement PlanAbbott Puerto Rico Retiremen…$102MO & G Industries, Inc. Defined Benefit Pension PlanO & G Industries, Inc. Defin…$102MBunzl USA, LLC Retirement PlanBunzl USA, LLC Retirement Pl…$102MPhiladelphia Marine Trade Association International Longshoremen's Accociation Pension FundPhiladelphia Marine Trade As…$102M
End-of-year total assets ($M) among Bunzl USA, LLC Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$111M
Net Assets (End of Year)$102M
Net Income-$8M
Employer EIN131884179
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bunzl USA, LLC)

Sponsor-wide plan assets over time

All Bunzl USA, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1.0B 24.770606774703015% vs 2022
2024 filing year
$0.8B$0.9B$1B$1.1B 202220232024 $0.84B $1.04B ▲ +23.8%
Year Plans Participants Total Assets
2022 4 4,861 $837M
2023 2 5,721 $922M
2024 2 5,652 $1.0B

Nearby Defined Benefit (Pension) Plans in Missouri

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bunzl USA, LLC Retirement Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Bunzl USA, LLC Retirement Plan, Total assets ($B): 0.102249603 · Participants: 166Bunzl USA, LLC Retirement PlanBoilermaker-Blacksmith National Pension Trust, Total assets ($B): 7.488413536 · Participants: 28958Boilermaker-Blacksmith National Pension TrustAmeren Retirement Plan, Total assets ($B): 4.799287759 · Participants: 9760Ameren Retirement PlanCo-Op Retirement Plan, Total assets ($B): 3.509086755 · Participants: 15151Co-Op Retirement PlanCarpenters Pension Trust Fund of St. Louis, Total assets ($B): 3.412879552 · Participants: 11832Carpenters Pension Trust Fund of St. LouisEmerson Electric Company Retirement Plan, Total assets ($B): 3.286323754 · Participants: 2467Emerson Electric Company Retirement Plan
Bunzl USA, LLC Retirement Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants
Compare Bunzl USA, LLC Retirement Plan side-by-side with 3 peers →

Bunzl USA, LLC Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Missouri, the nearest Defined Benefit (Pension) by assets is O & G Industries, Inc. Defined Benefit Pension Plan in CT ($102M); by covered participants it is Pension Plan for Union Employees of Fox Television Stations, LLC in NY (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Bunzl USA, LLC Retirement Plan assets move in 2024? ▼
Bunzl USA, LLC Retirement Plan pulled back noticeably - down 7.6% during 2024, from $111M to $102M. Reported net income was -$8M.
How have Bunzl USA, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bunzl USA, LLC's sponsor-wide assets grew 24.8%, from $837M to $1.0B.
Where does Bunzl USA, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Bunzl USA, LLC Retirement Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Bunzl USA, LLC Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is O & G Industries, Inc. Defined Benefit Pension Plan in CT ($102M, 152 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bunzl USA, LLC Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Union Employees of Fox Television Stations, LLC in NY (166 participants, $42M 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 131884179.

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.