Employers › Henry Schein
Recordkeeping fees per participant · Henry Schein, Inc. 401(k) Savings Plan · plan year 2024
$52.72
Higher than 86% of the 790 plans over $1B that report it.
= $526,386 / 9,985
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250626143213NAL0009063841001, received 2025-06-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250626143213NAL0009063841001, received 2025-06-26
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-06-26.
Administrative expenses excluding investment management, per participant
$63.34
Higher than 75% of the 1,045 plans over $1B that report it.
= $632,428 / 9,985
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250626143213NAL0009063841001, received 2025-06-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250626143213NAL0009063841001, received 2025-06-26
Administrative expenses per participant
$135.12
Higher than 84% of the 1,076 plans over $1B that report it.
= $1,349,164 / 9,985
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250626143213NAL0009063841001, received 2025-06-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250626143213NAL0009063841001, received 2025-06-26
Administrative expenses as a share of assets
0.087%
Higher than 82% of the 1,076 plans over $1B that report it.
= $1,349,164 / $1,555,294,659
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250626143213NAL0009063841001, received 2025-06-26
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250626143213NAL0009063841001, received 2025-06-26
Employer contributions per participant
$3,185
Higher than 41% of the 1,135 plans over $1B that report it.
= $31,804,274 / 9,985
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250626143213NAL0009063841001, received 2025-06-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250626143213NAL0009063841001, received 2025-06-26
Employer share of total contributions
31.7%
Higher than 44% of the 1,135 plans over $1B that report it.
= $31,804,274 / $100,204,618
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250626143213NAL0009063841001, received 2025-06-26
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250626143213NAL0009063841001, received 2025-06-26
Vesting
“Participants are immediately vested in their 401(k) Contributions plus actual”
Form 11-K filed 2026-06-18, for the year ended 2025-12-31 · plan description note, vesting · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
2E profit-sharing · 2F ERISA 404(c) plan · 2H partially participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3F · 3H controlled-group sponsor · 3I · 2U · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250626143213NAL0009063841001, received 2025-06-26
| Field | Value | Source |
|---|---|---|
| Plan sponsor | HENRY SCHEIN, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Plan name | HENRY SCHEIN, INC. 401(K) SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Sponsor EIN / plan number | 11-3136595 / 003 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Plan type | multiple-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Sponsor location | MELVILLE, NY | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Industry (business code) | 423990, Wholesale trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Filing received | 2025-06-26 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Participants, beginning of year | 10,384 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Active participants | 7,079 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Participants, end of year | 10,406 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Participants with an account balance | 9,985 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Total assets, beginning of year | $1,428,794,826 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Total assets, end of year | $1,555,294,659 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Net assets, end of year | $1,555,287,455 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Total income | $283,734,795 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Net income | $119,202,254 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Employer contributions | $31,804,274 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Participant contributions | $63,400,069 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Other contributions (incl. rollovers) | $5,000,275 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Total contributions | $100,204,618 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Benefit payments | $163,140,006 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Total expenses (incl. benefit payments) | $164,532,541 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Total administrative expenses | $1,349,164 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Contract administrator fees | $5,400 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Recordkeeping fees | $526,386 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Investment advisory and management fees | $716,736 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Administrative expenses excluding investment management | $632,428 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Held in common/collective trusts | $595,273,658 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Held in mutual funds | $870,828,651 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250626143213NAL0009063841001, received 2025-06-26 |
| Independent auditor | BDO USA, P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250626143213NAL0009063841001, received 2025-06-26 |
Position = column in the DOL layout for form year 2024. Filing 20250626143213NAL0009063841001, received 2025-06-26.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FINANCIAL ENGINES | ADVISOR | 27 Investment advisory (plan) | $596,298 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 99 Other fees | $531,786 | yes |
| ALTERITY GROUP, LLC | CONSULTANT | 16 Consulting (general) | $80,000 | no |
| STATE STREET GLOBAL ADVISORS TRUST | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $62,500 | no |
| AON INVESTMENTS USA INC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $57,938 | no |
| PROSKAUER | ATTORNEY/LEGAL | 29 Legal | $20,642 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250626143213NAL0009063841001, received 2025-06-26.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,428,794,826 | $1,555,294,659 | 8.9% |
| Participants with a balance | 10,088 | 9,985 | -1.0% |
| Administrative expenses | $1,134,519 | $1,349,164 | 18.9% |
| Recordkeeping fees per participant | $47.55 | $52.72 | 10.9% |
| Employer contributions | $31,189,938 | $31,804,274 | 2.0% |
Prior filing 20240708125323NAL0007263075001, received 2024-07-08; the plan years are contiguous.
Sponsor name as filed: HENRY SCHEIN, INC.; SEC registrant: HENRY SCHEIN INC (CIK 1000228, matched by EIN; display name from the Form 11-K cover).