Henry Schein 401(k) and retirement plans

Henry Schein, Inc., Melville, NY. EIN 11-3136595. Annual reports 2009–2025.

Henry Schein, Inc. has one active retirement plan on file, the Henry Schein, Inc. 401(k) Savings Plan, with 10,297 participants and $1.7 billion in assets in 2025. Fidelity has been its recordkeeper since 2009. No traditional pension plan appears in Henry Schein's filings since 2009.

Active plans: 1
Participants: 10,297
Plan assets: $1.7 billion
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Wholesale trade

All 2 plans

Active plans first

Henry Schein, Inc. 401(k) Savings Plan

401(k)Active

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

Plan number: 003Employer EIN 11-3136595
Participants (2025): 10,297
Net assets (2025): $1.7 billion
Recordkeeper: Fidelity2009–2025
Plan administrator: Henry Schein, Inc.
135 Duryea RD
Melville, NY 11747
(631) 845-2808As filed for 2025
In effect since: January 1, 1970

Plans merged into this one: Caligor 401(k) Plan (2010).

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	10,297	$1.7 billion	Fidelity
2024	10,406	$1.6 billion	Fidelity
2023	10,384	$1.4 billion	Fidelity
2022	10,509	$1.2 billion	Fidelity
2021	11,152	$1.5 billion	Fidelity
2020	10,417	$1.4 billion	Fidelity
2019	10,484	$1.2 billion	Fidelity
2018	10,069	$1.1 billion	Fidelity
2017	8,804	$1.1 billion	Fidelity
2016	9,212	$942 million	Fidelity
2015	8,830	$871 million	Fidelity
2014	8,218	$826 million	Fidelity
2013	7,893	$747 million	Fidelity
2012	7,716	$587 million	Fidelity
2011	7,023	$499 million	Fidelity
2010	5,701	$481 million	Fidelity
2009	5,876	$355 million	Fidelity

Caligor 401(k) Plan

401(k)Merged

Merged. In 2010 its assets moved to the Henry Schein, Inc. 401K Savings Pla, sponsored by Henry Schein, Inc. (EIN 11-3136595, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 11-3136595
Participants (2009): 1,717
Net assets (2009): $62.4 million
Recordkeeper: Fidelity2009–2010
Plan administrator: Henry Schein, Inc.
135 Duryea Road
Melville, NY 11747
(631) 845-2808As filed for 2010
In effect since: December 1, 1985

Year by year, 2009 to 2010

Plan year	Participants	Net assets	Recordkeeper
2010	0	$0	Fidelity
2009	1,717	$62.4 million	Fidelity

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Henry Schein, Inc. 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.
Or call the plan administrator listed on the plan below ((631) 845-2808). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
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

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

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

All 2 plans

Henry Schein, Inc. 401(k) Savings Plan

Caligor 401(k) Plan

If you had money in one of these plans

What these numbers are

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