Bunzl USA 401(k) match, vesting and fees
What Bunzl USA's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Vanguard Group Inc. | Schedule C ↗ |
| Independent auditor | Uhy LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 56 defined-contribution plans in wholesale trade with 5,000 to 9,999 participants.
| Bunzl USA: employer contribution per participant | $2,189 | |
| Peer median | $2,404 |
| Bunzl USA: average balance | $115,431 | |
| Peer median | $85,831 |
| Bunzl USA: admin expenses ÷ assets | 0.10% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $837M at the end of plan year 2021 to $942M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 8,433 | $942M | $17.9M | $2,189 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 8,073 | $811M | $15.3M | $2,020 | 0.10% | Not published | Form 5500 ↗ |
| 2022 | 7,977 | $725M | $14.7M | $1,983 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 6,920 | $837M | $13.3M | $1,994 | 0.11% | Not published | Form 5500 ↗ |
Other Bunzl USA plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Bunzl USA, LLC Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Uhy LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Bunzl USA, LLC Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Uhy LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Bunzl USA match 401(k) contributions?
The match terms for the Bunzl USA, LLC Deferred Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $17.9M in employer contributions, about $2,189 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bunzl USA 401(k) match vested?
The vesting schedule for the Bunzl USA, LLC Deferred Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bunzl USA 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Vanguard Group Inc.. The plan administrator is Bunzl USA, LLC.
I left Bunzl USA. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bunzl USA, LLC, (314) 997-5959) or the recordkeeper, Vanguard Group Inc.. The Bunzl USA old 401(k) page lists the contacts from every plan filing. Find an old Bunzl USA 401(k)
Data from the public Form 5500 annual reports Bunzl USA filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Bunzl USA. Not financial advice. Report a correction · Methodology