401(k) · DOL Form 5500 · 2022

INVITAE 401(k) Plan

Data updated 2026-08-25

$110M
Total assets Near avg plan size
2,821
Participants Above avg headcount
93rd
Percentile by assets National rank
$38,830
Avg per participant Low balance/head
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Official DOL plan name: Invitae 401(k) Plan · Sponsored by INVITAE · California · Healthcare & Social Assistance

$110M in assets, 2,821 participants

INVITAE's Invitae 401(k) Plan reported $110M in total assets and 2,821 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #18,892 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Invitae 401(k) Plan covers 2,821 participants in California, 4.5x the typical California plan (state average ~630 per filing). Assets: $110M.

#18,892
in Healthcare & Social Assistance (20,060 peers)
-3.1%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Invitae 401(k) Plan's outsized position by total assets

Invitae 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$109,538,630 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Invitae 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Invitae 401(k) Plan lands in the large band (2,821 participants).

Form 5500 schedule snapshot

Filing strip 271701898 · INVITAE PY 2022 · 401(k)

Invitae 401(k) Plan · $110M · 2,821 · 93rd

  • TYPE $110M
  • TYPE 2,821
  • TYPE 93rd
  • TYPE 401(k)
  • TYPE near Medhost Employee Stock Ownership Plan
  • TYPE ind #18892

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in California →

Invitae 401(k) Plan in the asset neighbourhood

Chapman and Cutler LLP Salary Deferral Plan for Partners and Support StaffChapman and Cutler LLP Salar…$110MTrax International Corporation Savings and Retirement PlanTrax International Corporati…$110MInvitae 401(k) Plan$110MMedhost Employee Stock Ownership PlanMedhost Employee Stock Owner…$110MLabella Associates Profit Sharing / 401(k) PlanLabella Associates Profit Sh…$110M
End-of-year total assets ($M) among Invitae 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$113M
Net Assets (End of Year)$110M
Net Income-$4M
Employer EIN271701898
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (INVITAE)

Sponsor-wide plan assets over time

All INVITAE plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$50M$100M$150M 202220232024 $110M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2,821 $110M
2023 1 1,715 $122M
2024 1 1,544 N/A

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Invitae 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Invitae 401(k) Plan, Total assets ($B): 0.10953863 · Participants: 2821Invitae 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Invitae 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Invitae 401(k) Plan side-by-side with 3 peers →

Invitae 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Medhost Employee Stock Ownership Plan in TN ($110M); by covered participants it is W. B. Mason Company Retirement 401(k) Plan & Trust in MA (2,820 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,821 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Invitae 401(k) Plan assets move in 2022? ▼
Invitae 401(k) Plan edged down modestly - down 3.1% during 2022, from $113M to $110M. Reported net income was -$4M.
Where does Invitae 401(k) Plan rank by assets among Form 5500 filers? ▼
Invitae 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Invitae 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Medhost Employee Stock Ownership Plan in TN ($110M, 535 participants).
Which 401(k) plans cover a similar participant headcount to Invitae 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is W. B. Mason Company Retirement 401(k) Plan & Trust in MA (2,820 participants, $156M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 271701898.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.