Owens & Minor 401(k) match, vesting and fees
What Owens & Minor'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 | Fidelity Investments Inst. Oper. Co | Schedule C ↗ |
| Independent auditor | KPMG LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 43 defined-contribution plans in wholesale trade with 10,000 to 49,999 participants.
| Owens & Minor: employer contribution per participant | $1,942 | |
| Peer median | $2,266 |
| Owens & Minor: average balance | $57,531 | |
| Peer median | $90,687 |
| Owens & Minor: admin expenses ÷ assets | 0.15% | |
| Peer median | 0.07% |
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 $539M at the end of plan year 2023 to $994M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 17,272 | $994M | $33.5M | $1,942 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 10,966 | $539M | $15.6M | $1,524 | 0.07% | Not published | Form 5500 ↗ |
Common questions
Does Owens & Minor match 401(k) contributions?
The match terms for the Owens & Minor 401(k) Savings and Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $33.5M in employer contributions, about $1,942 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Owens & Minor 401(k) match vested?
The vesting schedule for the Owens & Minor 401(k) Savings and Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Owens & Minor 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Inst. Oper. Co. The plan administrator is Owens & Minor, Inc..
I left Owens & Minor. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Owens & Minor, Inc., (804) 723-7709) or the recordkeeper, Fidelity Investments Inst. Oper. Co. The Owens & Minor old 401(k) page lists the contacts from every plan filing. Find an old Owens & Minor 401(k)
Data from the public Form 5500 annual reports Owens & Minor filed with the U.S. Department of Labor (plan years 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 Owens & Minor. Not financial advice. Report a correction · Methodology