Plan Ledger DOL Form 5500 · updated monthly

Henry Schein, Inc.401(k)

HENRY SCHEIN, INC. 401(K) SAVINGS PLAN · MELVILLE, NY · plan year 2025

Reported admin expense ratio · 2025
0.08%

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

Henry Schein, Inc. reported $1,326,201 in plan administrative expenses for 2025: 0.08% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,191 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 0.10% to 0.08%. 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 77th-largest of 5,648 plans among New York employers on file, and the 29th of 4,246 in wholesale trade. In 2025, employees put in $2.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,699,245,839
Participants with balances9,869
Active participants6,762
Employer contributions$21,575,237
Employee contributions$60,831,367
Employer contribution per active participant$3,191
Average account balance$172,180
Benefits paid to participants$193,827,380
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$1.7B · 9,869 accts · $21.6M emplr
2024$1.6B · 9,985 accts · $31.8M emplr
2023$1.4B · 10,088 accts · $31.2M emplr
2022$1.2B · 10,114 accts · $30.9M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$568,037
Investment management$639,176
Total administrative$1,326,201
The Henry Schein, Inc. 401(k) match · 2025
Employer contribution per active participant$3,191
Median for plans this size$5,084
2025$3,191 per active participant
2024$4,493 per active participant
2023$4,422 per active participant
2022$4,126 per active participant

Henry Schein, Inc.'s 2025 employer contribution ran below the $5,084 median for plans its size, in the bottom quarter of its peers. 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 · 20254
FINANCIAL ENGINES · Investment advisory (plan)$639,176
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$568,037
AON INVESTMENTS USA INC · Investment advisory (plan)$81,488
STATE STREET GLOBAL ADVISORS TRUST · Investment advisory (plan)$37,500

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$1,326,201 · 0.08%
2024$1,349,164 · 0.09%
2023$1,134,519 · 0.08%
2022$1,361,706 · 0.10%
Same employer
Similar plansWholesale Trade · New York
Canon U.S.A., Inc. NY$2.7B · 0.06%
Wesco Distribution, Inc. PA$1.9B · 0.07%
Chs Inc. MN$1.8B · 0.06%
Reliance, Inc. AZ$1.7B · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113136595 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.