401(k) · DOL Form 5500 · 2022
Novartis Corporation 401(k) Plan
Data updated 2026-08-06
- $8.4B
- Total assets
- 14,350
- Participants
- 100th
- Percentile by assets
- $588,007
- Avg per participant
Official DOL plan name: Novartis Corporation Investment Savings Plan · Sponsored by Novartis Corporation · New Jersey · Manufacturing
$8.4B in assets, 14,350 participants
Novartis Corporation's Novartis Corporation Investment Savings Plan reported $8.4B in total assets and 14,350 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 139,258 plans)
- #20,571 in Manufacturing (20,629 peers)
Coverage in New Jersey
Novartis Corporation Investment Savings Plan covers 14,350 participants in New Jersey, 17x the typical New Jersey plan (state average ~865 per filing). Assets: $8.4B.
- $8.4B
- total plan assets (2022 EOY)
- 14,350
- covered participants
- 100th
- percentile by assets (of 139,258 plans)
- $588,007
- avg assets per participant
The plan reported a net loss of $1.6B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 865 participants across 3,927 plans. Novartis Corporation Investment Savings Plan reports 14,350 participants - 17x that state average ($8.4B EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $10.0B |
|---|---|
| Net Assets (End of Year) | $8.4B |
| Net Income | -$1.6B |
| Employer EIN | 131834433 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Novartis Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 17,007 | $10.5B |
| 2023 | 3 | 16,396 | $11.6B |
| 2024 | 3 | 13,953 | $11.7B |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Novartis Corporation Investment Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Scale composition for Novartis Corporation Investment Savings Plan
Novartis Corporation Investment Savings Plan reports $8.4B in end-of-year assets across 14,350 participants (0.072% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.016% of 89,805,449 covered participants) - about $588,007 per participant (4.3x the national average assets-per-participant) . Net income for plan year 2022 was -$1.6B.
This plan identity (EIN 131834433, plan #055) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $8.4B to $9.9B (+17.4%) while covered participants moved from 14,350 to 12,217 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 14,350 | $8.4B | This page |
| 2023 | 13,987 | $9.5B | Open filing |
| 2024 · index core | 12,217 | $9.9B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Novartis Corporation Investment Savings Plan (401(k), $9.9B, 12,217 participants)
- Pension Plan for Salaried Employees of Novartis Corporation (Defined Benefit (Pension), $1.8B, 1,562 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Novartis Corporation Investment Savings Plan by total assets, not by location.
- The Sherwin-Williams Company 401(k) Plan (OH) $8.3B · 44,890
- Meta Platforms, Inc 401(k) Plan (CA) $8.5B · 56,213
- U.S. Bank 401(k) Savings Plan (MN) $8.3B · 67,646
- Marriott Retirement Savings Plan (MD) $8.3B · 82,576
Frequently Asked Questions
How did Novartis Corporation Investment Savings Plan assets move in 2022? ▼
How have Novartis Corporation plan assets changed over time? ▼
Where does Novartis Corporation Investment Savings Plan rank by assets among Form 5500 filers? ▼
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Next read for Novartis Corporation Investment Savings …
Filing takeaways
Ways to act on Novartis Corporation Investment Savings Plan's numbers.
- By total assets, Novartis Corporation Investment Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
- Novartis Corporation's sponsor-wide assets have grown 12.0% since 2022 across 3 plan years on file. More Manufacturing plans