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Original filing (PDF)20250826142507NAL0008787841001

QUEST DIAGNOSTICS CLINICAL LABORATORIES, INC.

Form 5500
FILING_RECEIVED
THE QUEST DIAGNOSTICS PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
48,596
Accounts w/ balance
46,617
Plan assets (EOY)
$5.6B
Net assets (EOY)
$5.6B
How this plan invests
This plan
23 pooled trusts
Schedule D
148 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUEST DIAGNOSTICS CLINICAL LABORATORIES, INC..
Plan sponsor
Name
QUEST DIAGNOSTICS CLINICAL LABORATORIES, INC.
EIN
38-2084239
Address
500 PLAZA DRIVE · SECAUCUS, NJ · 07094
Phone
(800) 222-0446
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2I · Stock bonus
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
3H · Sponsor in controlled / affiliated group
2X · Other multiple-employer DC plan
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

4 rows
Other
4
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786NONE$2.1M
AON INVESTMENTS USA INC36-3109431NONE$134K
RISK STRATEIES CONSULTING, INC.BOSTON, MANONE$43K
SEYFARTH SHAW LLP36-2152202NONE$10K

Investments

125 direct securities · 23 pooled funds· $5.6B(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trust
$4.7B
23 holdings
Uncategorized
$853.1M
125 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
SPARTAN GT EBP SPARTAN 500 INDEX PL
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 001
Common Collective Trust
$659.4M11.9%
FIDELITY FREEDOM BLEND 2030
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 091
Common Collective Trust
$580.5M10.4%
FIDELITY FREEDOM BLEND 2035
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 181
Common Collective Trust
$497.7M9.0%
FIDELITY CONTRAFUND COMMINGLED POOL
FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133
Common Collective Trust
$420.1M7.6%
FIDELITY FREEDOM BLEND 2025
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 090
Common Collective Trust
$399.9M7.2%
FIDELITY FREEDOM BLEND 2040
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 203
Common Collective Trust
$380.8M6.9%
FIDELITY OTC COMMINGLED POOL
FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 143
Common Collective Trust
$344.3M6.2%
Quest Diagnostics Incorporated$295.1M5.3%
FIDELITY FREEDOM BLEND 2045
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 204
Common Collective Trust
$285.4M5.1%
FIDELITY FREEDOM BLEND 2050
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 184
Common Collective Trust
$186.7M3.4%
FIDELITY FREEDOM BLEND 2020
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 178
Common Collective Trust
$164.9M3.0%
FIDELITY MANAGED INC PORTFOLIO II C
FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025
Common Collective Trust
$164.3M3.0%
GW&K SMALL /MID CAP FUND
GLOBAL TRUST COMPANY · EIN 37-6558781 / PN 001
Common Collective Trust
$134.1M2.4%
FIDELITY FREEDOM BLEND 2055
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 185
Common Collective Trust
$114.5M2.1%
Fidelity Investments Money Market Government Portfolio - Institutional Class$113.5M2.0%
Vanguard Total Bond Market Index Fund - Institutional Plus Share Class$90.1M1.6%
GQG PARTNERS INTERNATIONAL EQUITY
RELIANCE TRUST COMPANY · EIN 82-6253445 / PN 011
Common Collective Trust
$83.0M1.5%
Notes Receivable from Participants$70.8M1.3%
FIDELITY FREEDOM BLEND 2060
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 186
Common Collective Trust
$60.8M1.1%
FIDELITY FREEDOM BLEND 2015
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 088
Common Collective Trust
$57.5M1.0%
SPARTAN EXTENDED MKT INX POOL CLASS
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 010
Common Collective Trust
$50.7M0.9%
SPARTAN TOTAL INTITL INX POOL CLASS
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 014
Common Collective Trust
$35.5M0.6%
PRUDENTIAL CORE PLUS BOND FUND
PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165
Common Collective Trust
$22.3M0.4%
Microsoft Corp$22.3M0.4%
FIDELITY FREEDOM BLEND 2065
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 209
Common Collective Trust
$20.0M0.4%
FIDELITY FREEDOM BLEND 2010
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 087
Common Collective Trust
$18.8M0.3%
FIDELITY FREEDOM BLEND INCOME
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 074
Common Collective Trust
$18.1M0.3%
Apple Inc$17.6M0.3%
Nvidia Corp$17.3M0.3%
Amazon.Com Inc$15.4M0.3%
Alphabet Inc Cl A$13.3M0.2%
Meta Platforms Inc Cl A$9.6M0.2%
Fiserv Inc$8.1M0.1%
Mastercard Inc Cl A$6.4M0.1%
Unitedhealth Group Inc$6.3M0.1%
Intuit Inc$5.6M0.1%
Visa Inc Cl A$4.2M<0.1%
Intuitive Surgical Inc$3.9M<0.1%
Eli Lilly & Co$3.7M<0.1%
Schwab Charles Corp$3.4M<0.1%
Servicenow Inc$3.4M<0.1%
Becton Dickinson & Co$3.2M<0.1%
Netflix Inc$3.1M<0.1%
Amphenol Corporation Cl A$3.1M<0.1%
Wells Fargo & Co$2.9M<0.1%
The Booking Holdings Inc$2.9M<0.1%
Cigna Group (The)$2.9M<0.1%
Kenvue Inc$2.7M<0.1%
Chubb Ltd$2.7M<0.1%
Bank of America Corporation$2.6M<0.1%
Stryker Corp$2.5M<0.1%
Hartford Insurance Group Inc/The$2.4M<0.1%
L3Harris Technologies Inc$2.3M<0.1%
Elevance Health Inc$2.2M<0.1%
Exxon Mobil Corp$2.1M<0.1%
Conocophillips$2.1M<0.1%
Shopify Inc Cl A$1.9M<0.1%
Avalonbay Communities Inc Reit$1.9M<0.1%
Boeing Co$1.9M<0.1%
Zimmer Biomet Hldgs Inc$1.9M<0.1%
Ameren Corp$1.8M<0.1%
Norfolk Southern Corp$1.8M<0.1%
Johnson & Johnson$1.8M<0.1%
United Parcel Service Inc C1 B$1.8M<0.1%
Weyerhaeuser Co$1.7M<0.1%
Cummins Inc$1.7M<0.1%
Stanley Black & Decker Inc$1.7M<0.1%
Philip Morris Intl Inc$1.7M<0.1%
STATE STREET GOVERNMENT SHORT TERM
STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 000
Common Collective Trust
$1.7M<0.1%
Schlumberger Ltd$1.7M<0.1%
Equitable Holdings Inc$1.6M<0.1%
Citigroup Inc$1.6M<0.1%
Thermo Fisher Scientific Inc$1.6M<0.1%
Ross Stores Inc$1.6M<0.1%
Adobe Inc$1.6M<0.1%
Hubspot Inc$1.5M<0.1%
Kimberly Clark Corp$1.5M<0.1%
Southern Co$1.5M<0.1%
Ge Aerospace$1.5M<0.1%
Walmart Inc$1.5M<0.1%
Equifax Inc$1.5M<0.1%
Howmet Aerospace Inc$1.5M<0.1%
News Corp New Cl A$1.5M<0.1%
Metlife Inc$1.5M<0.1%
Coupang Inc A$1.5M<0.1%
Ingersoll Rand Inc$1.4M<0.1%
Atlassian Corp Plc Cls A$1.4M<0.1%
Accenture Plc Cl A$1.4M<0.1%
American International Group$1.4M<0.1%
International Paper Co$1.4M<0.1%
Eqt Corporation$1.4M<0.1%
Chipotle Mexican Grill Inc$1.3M<0.1%
Las Vegas Sands Corp$1.3M<0.1%
Disney (Walt) Co$1.3M<0.1%
Argenx Se Sponsored Adr$1.3M<0.1%
Rockwell Automation Inc$1.3M<0.1%
Fair Isaac Corp$1.3M<0.1%
Sempra$1.2M<0.1%
Qualcomm Inc$1.2M<0.1%
Danaher Corp$1.2M<0.1%
Union Pacific Corp$1.2M<0.1%
Huntington Bancshares Inc$1.2M<0.1%
Entegris Inc$1.1M<0.1%
Te Connectivity Plc$1.1M<0.1%
Us Bancorp Del$1.1M<0.1%
Asml Hldg Nv (Ny Reg Shs) New York Registered Shar$1.1M<0.1%
Comcast Corp Cl A$1.1M<0.1%
Honeywell Intl Inc$1.1M<0.1%
Colgate-Palmolive Co$1.0M<0.1%
Sonova Hldg Ag Unspon Adr$1.0M<0.1%
Suncor Energy Inc$1.0M<0.1%
Agco Corp$998K<0.1%
Cf Industries Holdings Inc$936K<0.1%
Mercadolibre Inc$930K<0.1%
Baxter Intl Inc$920K<0.1%
Lululemon Athletica Inc$918K<0.1%
Rexford Industrial Realty Inc$897K<0.1%
Home Depot Inc$894K<0.1%
Cvs Health Corp$889K<0.1%
Totalenergies Se Adr$888K<0.1%
Siemens Ag (Regd)$884K<0.1%
Advanced Micro Devices Inc$842K<0.1%
Dynatrace Inc$832K<0.1%
T Rowe Price Government Reserve Investment Fund$804K<0.1%
Texas Instruments Inc$795K<0.1%
Fortive Corp$787K<0.1%
Tradeweb Markets Inc A$785K<0.1%
Eog Resources Inc$765K<0.1%
Sanofi Spon Adr$749K<0.1%
Viatris Inc$745K<0.1%
Samsung Elec Vtg Gdr Regs$740K<0.1%
Southwest Airlines Co$722K<0.1%
Coca Cola Co$721K<0.1%
Conagra Brands Inc$704K<0.1%
Williams Companies Inc$684K<0.1%
Fifth Third Bancorp$683K<0.1%
Astrazeneca Plc Spons Adr$628K<0.1%
Rpm International Inc$606K<0.1%
Natera Inc$586K<0.1%
Ge Vernova Inc$522K<0.1%
Dominion Energy Inc$509K<0.1%
Western Digital Corp$505K<0.1%
Intel Corp$396K<0.1%
Legend Biotech Corp Spon Adr$365K<0.1%
Biogen Inc$333K<0.1%
Aurora Innovation Inc$331K<0.1%
Affirm Holdings Inc$227K<0.1%
Stripe Inc Class B Pp$77K<0.1%