Defined Benefit (Pension) · DOL Form 5500 · 2022
Novartis Corporation Pension Plan
Data updated 2026-08-25
- $2.0B
- Total assets Very large vs avg
- 2,325
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $851,287
- Avg per participant High balance/head
Official DOL plan name: Pension Plan for Salaried Employees of Novartis Corporation · Sponsored by Novartis Corporation · New Jersey · Manufacturing
$2.0B in assets, 2,325 participants
Novartis Corporation's Pension Plan for Salaried Employees of Novartis Corporation reported $2.0B in total assets and 2,325 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #20,379 in Manufacturing (20,602 peers)
Coverage in New Jersey
Pension Plan for Salaried Employees of Novartis Corporation covers 2,325 participants in New Jersey, 2.8x the typical New Jersey plan (state average ~844 per filing). Assets: $2.0B.
- #20,379
- in Manufacturing (20,602 peers)
- -22.2%
- assets change YoY
- 20×
- vs typical plan assets (national mean)
The plan reported a net loss of $566M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pension Plan for Salaried Employees of Novartis Corporation's outsized position by total assets
Pension Plan for Salaried Employees of Novartis Corporation vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,979,243,383 Top 1% higher than 99% 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
Pension Plan for Salaried Employees of Novartis Corporation'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. Pension Plan for Salaried Employees of Novartis Corporation lands in the large band (2,325 participants).
Form 5500 schedule snapshot
Filing strip 131834433 · Novartis Corporation PY 2022 · Defined Benefit (Pension)
Pension Plan for Salaried Employees of Novartis Corporation · $2.0B · 2,325 · 99th
- EIN $2.0B
- EIN 2,325
- EIN 99th
- EIN Defined Benefit (Pension)
- EIN near Conagra Brands, Inc. Pension Plan
- EIN ind #20379
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 →
Pension Plan for Salaried Employees of Novartis Corporation in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $2.5B |
|---|---|
| Net Assets (End of Year) | $2.0B |
| Net Income | -$566M |
| Employer EIN | 131834433 |
| Plan Effective Date | 1957-01-01 |
| 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 Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan of Johnson and Johnson $19.8B · 38,100
- JPMorgan Chase Retirement Plan $14.8B · 102,340
- Nokia Retirement Income Plan $14.5B · 7,413
- The Prudential Merged Retirement Plan $12.3B · 17,538
- Verizon Pension Plan for Associates $10.9B · 25,746
Pension Plan for Salaried Employees of Novartis Corporation's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Conagra Brands, Inc. Pension Plan in IL ($2.0B); by covered participants it is Plumbers' & Pipefitters' Local Union 562 Pension Fund in MO (2,329 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.0B here).
- Conagra Brands, Inc. Pension Plan (IL) $2.0B · 1,906
- Yale University Retirement Plan for Staff Employees (CT) $2.0B · 7,460
- The National Football League Club Employees Pension Plan (MD) $2.0B · 4,995
- Marathon Petroleum Retirement Plan (OH) $2.0B · 17,390
Similar participant headcount
Nearest other-state filings by covered participants (2,325 participants); asset peers above are excluded.
- Plumbers' & Pipefitters' Local Union 562 Pension Fund (MO) 2,329 · 4 off
- L.L.Bean, Inc. Pension Plan (ME) 2,330 · 5 off
- Northwestern Memorial Hospital Employees' Pension Plan (IL) 2,331 · 6 off
- Excellus Retirement Plan (NY) 2,317 · 8 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.