Department of Labor filing

OWENS & MINOR, INC.

OWENS & MINOR 401(K) SAVINGS AND RETIREMENT PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 14, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

44filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$2,856

Reported employer contributions per active participant.

Higher than about 57% of comparable plans

#People in the filing

11,743

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$105 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 15% of comparable plans

↗Investment performance

Not available

Plan assets changed 11.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202444out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions57th percentileTypical peer $2,499 · based on 74 comparable plans

Lower reported administrative expense15th percentileTypical peer $61 · based on 75 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, OWENS & MINOR, INC. reported $33,538,830 in employer contributions across the plan and 11,743 active participants. That works out to $2,856 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy68%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 56.1%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 151.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context44/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $33,538,830
Participant contributions: $52,704,919
Other contributions: $8,835,789
Employer share of reported contributions: 38.9%
Beginning assets: $888,649,199
Ending assets: $993,500,551
Ending net assets: $993,500,551
Ending liabilities: $0
Total income: $221,415,182
Total expenses: $116,563,830
Administrative expenses: $1,153,602
Participant loans: $17,802,710

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,829

2023

$2,738

2024

$2,856

Plan-paid administrative expenses per participant

2022

$42

2023

$33

2024

$105

Active participants

2022

7,878

2023

5,686

2024

11,743

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,856	11,743	993.5M	20251014122757NAL0005918898001
2023	$2,738	5,686	888.6M	20241013220302NAL0042999360001
2022	$1,829	7,878	477.4M	20230901103820NAL0018155826001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.8%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 541701843-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1985
Industry: Wholesale trade
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2G2J2K

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
CARILLON TOWER ADVISORS	2024	Not reported	unknown
DODGE & COX	2024	Not reported	unknown
FIDELITY INVESTMENTS INST OPER CO	2024	Not reported	unknown
JOHN HANCOCK	2024	Not reported	unknown
LOOMIS SAYLES FUNDS	2024	Not reported	unknown
MFS SERVICE CENTER INC.	2024	Not reported	unknown
SEI TRUST COMPANY	2024	Not reported	unknown
VANGUARD GROUP, INC.	2024	Not reported	unknown
VICTORY CAPITAL MANAGEMENT INC.	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251014122757NAL0005918898001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗