401(k) · DOL Form 5500 · 2023

INVITAE 401(k) Plan

Data updated 2026-08-11

$122M
Total assets
1,715
Participants
92nd
Percentile by assets
$71,334
Avg per participant
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Official DOL plan name: Invitae 401(k) Plan · Sponsored by INVITAE · California · Healthcare & Social Assistance

$122M in assets, 1,715 participants

INVITAE's Invitae 401(k) Plan reported $122M in total assets and 1,715 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 127,072 plans)
  • #16,528 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Invitae 401(k) Plan covers 1,715 participants in California, 2.7x the typical California plan (state average ~630 per filing). Assets: $122M.

$122M
total plan assets (2023 EOY)
1,715
covered participants
92nd
percentile by assets (of 127,072 plans)
$71,334
avg assets per participant

Where Invitae 401(k) Plan sits by total assets

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$122,337,460 Top 8% higher than 92% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Invitae 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Invitae 401(k) Plan reported participants fell from 2,821 in the plan year 2022 filing to 1,715 in the plan year 2023 filing.
  • Invitae 401(k) Plan end-of-year assets rose from $110M in the plan year 2022 filing to $122M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Healthcare & Social Assistance

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Invitae 401(k) Plan reports 1,715 participants - 2.7x that state average ($122M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$110M
Net Assets (End of Year)$122M
Net Income$13M
Employer EIN271701898
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (INVITAE)

$-50M$0M$50M$100M$150M 202220232024 $110M $0M ▼ -100.0%
Total plan assets by year, all INVITAE plans on file
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): 0.12233746 · Participants: 1715Invitae 401(k) PlanWells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) 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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Invitae 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Invitae 401(k) Plan assets move in 2023? ▼
Invitae 401(k) Plan grew at a solid clip - up 11.7% during 2023, from $110M to $122M. Reported net income was $13M.
Where does Invitae 401(k) Plan rank by assets among Form 5500 filers? ▼
Invitae 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Qliktech Inc. 401(k) Plan in PA ($122M, 852 participants).

Next read for Invitae 401(k) Plan

Filing takeaways

Ways to act on Invitae 401(k) Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.