Retirement plan

HENRY SCHEIN, INC. 401(K) SAVINGS PLAN

Name: HENRY SCHEIN, INC. - HENRY SCHEIN, INC. 401(K) SAVINGS PLAN (2020) 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 2020

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

Prospect flagsLow returnsFailed 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

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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)

$1359.4M

-7.6% from 2016

Total participants

10,417

-4.1% from 2016

Average account balance

$139,170

-0.3% from 2016

Annual return

13.98%

-3.56 pp from 2016

Benchmarks

See 37 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants5,000-9,999

Cohort37 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.56B

Not enough data

1 years with asset history on file

Average account balance

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

$156K

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.

9,985

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.

94.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$95.20M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+13.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$135

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 2 by compensation

Provider	Service type	Compensation
FINANCIAL ENGINES6+ years Service code 27 · EIN 77-0473565	Advisory (Plan)	$643,062
FIDELITY INVESTMENTS INSTITUTIONAL6+ years Service code 37 · EIN 04-2647786	Loan Processing	$571,679

Plan features & details

Pension benefit codes2F2H2J2K2T3F3H3I2E

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

4 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$1.2M

$158 / participant

Other / not subdivided$1M100.0%

% of EOY assets

0.089%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$139,170

$84,517+64.7%

$133,982+3.9%

$93,223+49.3%

Participation rate

91.5%

81.9%+9.7pp

79.8%+11.7pp

74.9%+16.6pp

Annual return

13.98%

16.66%-2.7pp

45.10%-31.1pp

19.29%-5.3pp

Employer contribution / active EE

$1,631

$2,296-28.9%

$3,919-58.4%

$2,680-39.1%

Participant deferral / active EE

$6,670

$4,286+55.6%

$5,047+32.1%

$4,563+46.2%

Admin fee / account holder

$124

$66+88.1%

$8,930-98.6%

$79+57.1%

Provider

Service type

Compensation

FINANCIAL ENGINES6+ years

Service code 27 · EIN 77-0473565

Advisory (Plan)

$643,062

FIDELITY INVESTMENTS INSTITUTIONAL6+ years

Service code 37 · EIN 04-2647786

Loan Processing

$571,679

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