Cardinal Health 401(k) and pension plans

Cardinal Health, Inc., Dublin, OH. EIN 31-0958666. Annual reports 2009–2025.

Cardinal Health, Inc. has 2 active retirement plans on file. The largest is the Cardinal Health 401(k) Savings Plan, with 44,500 participants and $5.6 billion in assets in 2025. Principal has been its recordkeeper since 2020.

Active plans
2
Participants
45,323
Plan assets
$5.6 billion
401(k) recordkeeper
Principal
Plans on file
3
Industry
Wholesale trade

All 3 plans

Active plans first

Cardinal Health 401(k) Savings Plan

401(k) with ESOPActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number
055Employer EIN 31-0958666
Participants (2025)
44,500
Net assets (2025)
$5.6 billion
Recordkeeper
PrincipalEarlier: Wells Fargo (2013–2019), Fidelity (2009–2012)
Plan administrator
Financial Benefit Plans Committee
7000 Cardinal Place
Dublin, OH 43017
(614) 757-5000As filed for 2025
In effect since
March 25, 1987

Plans merged into this one: Syncor International Corporation Employees' Savings and Stock Ownership Plan (2010); RGH Enterprises, Inc. 401(k) Profit-Sharing Plan (2013).

Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
202544,500$5.6 billionPrincipal
202440,800$4.8 billionPrincipal
202344,354$4.3 billionPrincipal
202244,089$3.7 billionPrincipal
202144,525$4.6 billionPrincipal
202045,033$4.2 billionPrincipal
201949,176$3.6 billionWells Fargo
201848,298$3.0 billionWells Fargo
201746,801$3.2 billionWells Fargo
201646,615$2.8 billionWells Fargo
201544,774$2.6 billionWells Fargo
201441,920$2.5 billionWells Fargo
201339,376$2.4 billionWells Fargo
201238,836$2.0 billionFidelity
201140,335$1.8 billionFidelity
201044,010$1.9 billionFidelity
200951,431$1.6 billionFidelity

Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico

401(k) with ESOPActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number
062Employer EIN 31-0958666
Participants (2025)
823
Net assets (2025)
$63.9 million
Recordkeeper
PrincipalEarlier: Wells Fargo (2013–2019), Fidelity (2009–2012)
Plan administrator
Financial Benefit Plans Committee
7000 Cardinal Place
Dublin, OH 43017
(614) 757-5000As filed for 2025
In effect since
July 1, 1998
Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
2025823$63.9 millionPrincipal
2024821$51.9 millionPrincipal
2023824$46.1 millionPrincipal
2022811$36.8 millionPrincipal
2021822$44.4 millionPrincipal
2020868$37.8 millionPrincipal
2019859$33.6 millionWells Fargo
2018869$25.9 millionWells Fargo
2017879$27.3 millionWells Fargo
2016895$22.8 millionWells Fargo
2015886$20.2 millionWells Fargo
2014874$17.2 millionWells Fargo
2013858$13.8 millionWells Fargo
2012779$9.2 millionFidelity
2011759$6.8 millionFidelity
2010284$5.3 millionFidelity
2009503$4.6 millionFidelity

Kinray, Inc. Pension Plan & Trust

Pension (defined benefit)ClosedUnion (multiemployer)

Closed. The plan filed its final annual report for 2014, which means its assets were paid out or moved and it no longer exists.

Plan number
001Employer EIN 31-0958666
Participants (2013)
4
Net assets (2013)
$50,544
Plan administrator
Cardinal Health, Inc.
7000 Cardinal Place
Dublin, OH 43017
(614) 757-5000As filed for 2014
In effect since
April 1, 1974

Earlier plan names: Kinray Inc. Pension Plan & Trust.

Year by year, 2011 to 2014
Plan yearParticipantsNet assetsRecordkeeper
20140$0not listed
20134$50,544not listed
2012215$11.7 millionnot listed
2011217$11.0 millionnot listed

If you had money in one of these plans

  1. Call Principal (principal.com), which runs the Cardinal Health 401(k) Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((614) 757-5000). That number was filed for 2025; ask for the benefits or retirement plan office.
  3. If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
  4. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

Other wholesale trade employers in OH