Money Purchase · DOL Form 5500 · 2022

Novartis Corporation Money Purchase Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
332
Participants Below avg headcount
89th
Percentile by assets National rank
$179,834
Avg per participant Above avg balance/head
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Official DOL plan name: Retirement Plan for Prior Alcon Employees · Sponsored by Novartis Corporation · New Jersey · Manufacturing

$60M in assets, 332 participants

Novartis Corporation's Retirement Plan for Prior Alcon Employees reported $60M in total assets and 332 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #17,366 in Manufacturing (20,602 peers)

Coverage in New Jersey

Retirement Plan for Prior Alcon Employees covers 332 participants in New Jersey, about 39% of the average New Jersey filer (state average ~844 per filing). Assets: $60M.

#17,366
in Manufacturing (20,602 peers)
-19.0%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Prior Alcon Employees's outsized position by total assets

Retirement Plan for Prior Alcon Employees vs every filed plan by assets

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

$59,705,046 Top 11% higher than 89% 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

Retirement Plan for Prior Alcon Employees among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Prior Alcon Employees sits mid-pack in the medium band (332 participants).

Form 5500 schedule snapshot

Filing strip 131834433 · Novartis Corporation PY 2022 · Money Purchase

Retirement Plan for Prior Alcon Employees · $60M · 332 · 89th

  • PHOTO $60M
  • IND 332
  • EOY 89th
  • 5500 Money Purchase
  • ASSETS near The Harker School 401(a) Defined Contribution Plan
  • PCT ind #17366

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 Manufacturing retirement plans → · Plans in New Jersey →

Retirement Plan for Prior Alcon Employees in the asset neighbourhood

Plumbers & Steamfitters Local Union 52 Defined Con PlanPlumbers & Steamfitters Loca…$60MRetirement Plan for Prior Alcon EmployeesRetirement Plan for Prior Al…$60MThe Harker School 401(a) Defined Contribution PlanThe Harker School 401(a) Def…$60MPlumbers & Steamfitters Local 184 Supplemental Pension PlanPlumbers & Steamfitters Loca…$59MEpstein Becker & Green, P.C. Target Benefit PlanEpstein Becker & Green, P.C.…$58M
End-of-year total assets ($M) among Retirement Plan for Prior Alcon Employees and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$60M
Net Income-$14M
Employer EIN131834433
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Novartis Corporation)

Sponsor-wide plan assets over time

All Novartis Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$11.7B 12.037508502073123% vs 2022
2024 filing year
$10B$10.5B$11B$11.5B$12B 202220232024 $10.5B $11.7B ▲ +12.0%
Year Plans Participants Total Assets
2022 3 17,007 $10.5B
2023 3 16,396 $11.6B
2024 3 13,953 $11.7B

Nearby Money Purchase Plans in New Jersey

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Retirement Plan for Prior Alcon Employees vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0200040006000 02004006008001000 Total assets ($M) Participants Retirement Plan for Prior Alcon Employees, Total assets ($M): 59.705046 · Participants: 332Retirement Plan for Prior Alcon EmployeesLocal 68 Engineers Union Annuity Plan, Total assets ($M): 871.227492 · Participants: 5455Local 68 Engineers Union Annuity PlanNysa-Ila Money Purchase Pension Fund and Plan, Total assets ($M): 658.631098 · Participants: 4255Nysa-Ila Money Purchase Pension Fund and PlanEducational Testing Service 401(a) Retirement Plan, Total assets ($M): 524.999965 · Participants: 3282Educational Testing Service 401(a) Retirement PlanIronworkers Local 11 Annuity Fund, Total assets ($M): 383.856684 · Participants: 1139Ironworkers Local 11 Annuity FundPlumbers & Pipefitters Local 9 Surety Plan, Total assets ($M): 257.331519 · Participants: 1957Plumbers & Pipefitters Local 9 Surety Plan
Retirement Plan for Prior Alcon Employees vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare Retirement Plan for Prior Alcon Employees side-by-side with 3 peers →

Retirement Plan for Prior Alcon Employees's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is The Harker School 401(a) Defined Contribution Plan in CA ($60M); by covered participants it is Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust in WA (332 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (332 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 Retirement Plan for Prior Alcon Employees assets move in 2022? ▼
Retirement Plan for Prior Alcon Employees declined sharply - down 19.0% during 2022, from $74M to $60M. Reported net income was -$14M.
How have Novartis Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Novartis Corporation's sponsor-wide assets grew 12.0%, from $10.5B to $11.7B.
Where does Retirement Plan for Prior Alcon Employees rank by assets among Form 5500 filers? ▼
Retirement Plan for Prior Alcon Employees ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Retirement Plan for Prior Alcon Employees? ▼
Among Money Purchase plans in other states, the closest by assets is The Harker School 401(a) Defined Contribution Plan in CA ($60M, 522 participants).
Which Money Purchase plans cover a similar participant headcount to Retirement Plan for Prior Alcon Employees? ▼
Among Money Purchase plans in other states, the closest by covered participants is Casey Family Programs 401(a) Employer Funded Long Term Savings Plan and Trust in WA (332 participants, $85M 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 131834433.

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.