401(k) · DOL Form 5500 · 2022
Novartis Corporation 401(k) Plan
Data updated 2026-08-25
- $8.4B
- Total assets Very large vs avg
- 14,350
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $588,007
- Avg per participant High balance/head
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.
- #20,544 in Manufacturing (20,602 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 ~844 per filing). Assets: $8.4B.
- #20,544
- in Manufacturing (20,602 peers)
- -15.8%
- assets change YoY
- 85×
- vs typical plan assets (national mean)
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.
Novartis Corporation Investment Savings Plan's outsized position by total assets
Novartis Corporation Investment Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,437,903,652 Highest reported value at or above every one of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Novartis Corporation Investment Savings Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Novartis Corporation Investment Savings Plan is a mega filing (14,350 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 131834433 · Novartis Corporation PY 2022 · 401(k)
Novartis Corporation Investment Savings Plan · $8.4B · 14,350 · 100th
- SCH $8.4B
- SCH 14,350
- SCH 100th
- SCH 401(k)
- SCH near The Sherwin-Williams Company 401(k) Plan
- SCH ind #20544
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 →
Novartis Corporation Investment Savings Plan in the asset neighbourhood
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)
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
| 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.
- 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 (0.068% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.015% of 93,925,755 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)
Novartis Corporation Investment Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is The Sherwin-Williams Company 401(k) Plan in OH ($8.3B); by covered participants it is McKinsey & Company, Inc. (Psrp) Profit Sharing Retirement Plan in NY (14,349 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8.4B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (14,350 participants); asset peers above are excluded.
- McKinsey & Company, Inc. (Psrp) Profit Sharing Retirement Plan (NY) 14,349 · 1 off
- Waste Connections, Inc. 401(k) Profit Sharing Plan (TX) 14,346 · 4 off
- Agc Southwest Chapters 401(k) Plan (TX) 14,362 · 12 off
- Employees' 401(k) Savings Plan of Bank of Montreal/Harris (IL) 14,312 · 38 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.