Plan Ledger DOL Form 5500 · updated monthly

Cencora, Inc.401(k) + ESOP (KSOP)

AMERISOURCEBERGEN EMPLOYEE INVESTMENT PLAN · CONSHOHOCKEN, PA · plan year 2025

Reported admin expense ratio · 2025
0.04%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Cencora, Inc. reported $985,568 in plan administrative expenses for 2025: 0.04% of average plan assets, above the peer median. Employer contributions averaged $3,952 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.07% to 0.04%. The plan sits in the over $1B size bracket, benchmarked here against 141 comparable plans and shown alongside other wholesale trade employers. By assets it is the 32nd-largest of 3,651 plans among Pennsylvania employers on file, and the 17th of 4,246 in wholesale trade. In 2025, employees put in $1.87 for every $1.00 the employer contributed; active participation has shrunk from 17,562 to 15,400 since 2022.

Plan summary
Net assets, end of year$2,443,121,303
Participants with balances21,206
Active participants15,400
Employer contributions$60,854,578
Employee contributions$113,625,457
Employer contribution per active participant$3,952
Average account balance$115,209
Benefits paid to participants$253,231,835
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$2.4B · 21,206 accts · $60.9M emplr
2024$2.1B · 21,726 accts · $62.5M emplr
2023$1.9B · 24,218 accts · $59.3M emplr
2022$1.6B · 24,456 accts · $56.7M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$946,818
Trustee / custodial$8,750
Total administrative$985,568
The Cencora, Inc. 401(k) match · 2025
Employer contribution per active participant$3,952
Median for plans this size$5,084
2025$3,952 per active participant
2024$3,889 per active participant
2023$3,452 per active participant
2022$3,229 per active participant

Cencora, Inc.'s 2025 employer contribution ran below the $5,084 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
FIDELITY INVESTMENTS INSTITUTIONAL · Trustee (directed) · Loan processing$955,568
NORTH PIER · Consulting$30,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$985,568 · 0.04%
2024$1,011,101 · 0.05%
2023$1,025,717 · 0.06%
2022$1,312,220 · 0.07%
Same employer
Similar plansWholesale Trade · Pennsylvania
Gordon Food Service, Inc. MI$2.8B · 0.08%
Canon U.S.A., Inc. NY$2.7B · 0.06%
Genuine Parts Company GA$2.5B · 0.10%
US Foods, Inc. IL$2.5B · 0.06%
Bmw of North America, LLC NJ$2.3B · 0.12%
Ricoh USA, Inc. PA$2.2B · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 233079390 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.