Retirement plan

HENRY SCHEIN, INC. 401(K) SAVINGS PLAN

Name: HENRY SCHEIN, INC. - HENRY SCHEIN, INC. 401(K) SAVINGS PLAN (2018) Form 5500
Creator: HENRY SCHEIN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HENRY SCHEIN, INC. 401(K) SAVINGS PLAN, HENRY SCHEIN, INC.

HENRY SCHEIN, INC.EIN 11-3136595Plan #003PY 2018

135 DURYEA RD - MELVILLE, NY 11747631-845-2808henryschein.comLinkedIn10001+ employeesmedical devices

Prospect flagsFailed to transmit contributionsFailed to provide benefitCorrective distributions

Top hat statement on fileNQDC

Filed April 22, 2025 (most recent of 3 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

135 Duryea Rd

Mel, NY 11747

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Plans declared (1)

Plan name not on file15 emp

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Total assets (EOY)

$1059.9M

-3.0% from 2017

Total participants

10,069

+14.4% from 2017

Average account balance

$113,018

-9.3% from 2017

Annual return

-2.46%

-17.86 pp from 2017

Benchmarks

See 41 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants5,000-9,999

Cohort41 peers

Snapshot2018

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.70B

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$172K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

9,869

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

93.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$82.41M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.42%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$134

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
FINANCIAL ENGINES4+ years Service code 27 · EIN 77-0473565	Advisory (Plan)	$713,114
AON CONSULTING1 year Filed as: AON HEWITT Service code 27 39548 TREASURY CENTER · CHICAGO, IL 60694	Advisory (Plan)	$75,000
HAFLINGER & ASSOCIATES, INC.1 year Service code 10 · EIN 52-2207502	Accounting	$5,498
FIDELITY INVESTMENTS INSTITUTIONAL4+ years Service code 37 · EIN 04-2647786	Loan Processing	-$100,782

Plan features & details

Pension benefit codes2E2F2H2J2K2T3F3H3I

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

3 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceFailed to provide benefit
Form 5500 reported that benefits due were not provided when due.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$693K

$89 / participant

Other / not subdivided$693K100.0%

% of EOY assets

0.065%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BDO USA, LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$113,018

$69,744+62.0%

$110,238+2.5%

$68,904+64.0%

Participation rate

91.1%

83.4%+7.7pp

79.8%+11.3pp

74.1%+17.0pp

Annual return

-2.46%

-2.58%+0.1pp

314.74%-317.2pp

1.07%-3.5pp

Employer contribution / active EE

$3,593

$2,204+63.0%

$3,826-6.1%

$2,540+41.4%

Participant deferral / active EE

$6,603

$4,131+59.8%

$4,672+41.3%

$4,015+64.4%

Admin fee / account holder

$74

$67+10.3%

$8,547-99.1%

$71+3.6%

Provider

Service type

Compensation

FINANCIAL ENGINES4+ years

Service code 27 · EIN 77-0473565

Advisory (Plan)

$713,114

AON CONSULTING1 year

Filed as: AON HEWITT

Service code 27

39548 TREASURY CENTER · CHICAGO, IL 60694

Advisory (Plan)

$75,000

HAFLINGER & ASSOCIATES, INC.1 year

Service code 10 · EIN 52-2207502

Accounting

$5,498

FIDELITY INVESTMENTS INSTITUTIONAL4+ years

Service code 37 · EIN 04-2647786

Loan Processing

-$100,782

HENRY SCHEIN, INC. 401(K) SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HENRY SCHEIN, INC. 401(K) SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion