J.M. Blanco Inc. Amerisource Bergen retirement plan: assets, participants and fees
What J.M. Blanco Inc. Amerisource Bergen's retirement plan 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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Plan history
Plan assets went from $2.6M at the end of plan year 2022 to $3.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 34 | $3.8M | $86K | $2,538 | 0.64% | Not published | Form 5500 ↗ |
| 2024 | 48 | $3.6M | $88K | $1,843 | 0.59% | Not published | Form 5500 ↗ |
| 2023 | 33 | $3M | $78K | $2,371 | — | Not published | Form 5500 ↗ |
| 2022 | 38 | $2.6M | $73K | $2,217 | 0.63% | Not published | 5500-SF ↗ |
Other J.M. Blanco Inc. Amerisource Bergen plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
J.M. Blanco, Inc. Union Employees Savings and Investment 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.
| Recordkeeper | Empower Annuity Insurance Company | 2024 Schedule C ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.
Common questions
Does J.M. Blanco Inc. Amerisource Bergen match 401(k) contributions?
The match terms for the J.M. Blanco Inc. Coda Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $86K in employer contributions, about $2,538 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the J.M. Blanco Inc. Amerisource Bergen 401(k) match vested?
The vesting schedule for the J.M. Blanco Inc. Coda Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the J.M. Blanco Inc. Amerisource Bergen 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company. The plan administrator is J.M. Blanco Inc. Amerisource Bergen.
I left J.M. Blanco Inc. Amerisource Bergen. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (J.M. Blanco Inc. Amerisource Bergen, (787) 793-6262) or the recordkeeper, Empower Annuity Insurance Company. The J.M. Blanco Inc. Amerisource Bergen old 401(k) page lists the contacts from every plan filing. Find an old J.M. Blanco Inc. Amerisource Bergen 401(k)
Data from the public Form 5500 annual reports J.M. Blanco Inc. Amerisource Bergen filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 J.M. Blanco Inc. Amerisource Bergen. Not financial advice. Report a correction · Methodology