401(k) · DOL Form 5500 · 2023
Lonza USA Inc. 401(k) Plan
Data updated 2026-08-25
- $930M
- Total assets Above avg plan size
- 4,679
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $198,763
- Avg per participant Above avg balance/head
Official DOL plan name: The Lonza US Savings Plan · Sponsored by Lonza USA Inc. · New Jersey · Manufacturing
$930M in assets, 4,679 participants
Lonza USA Inc.'s The Lonza US Savings Plan reported $930M in total assets and 4,679 participants in its 2023 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.
- #18,234 in Manufacturing (18,722 peers)
Coverage in New Jersey
The Lonza US Savings Plan covers 4,679 participants in New Jersey, 5.5x the typical New Jersey plan (state average ~844 per filing). Assets: $930M.
- #18,234
- in Manufacturing (18,722 peers)
- +21.0%
- assets growth YoY
- 9.3×
- vs typical plan assets (national mean)
The Lonza US Savings Plan's outsized position by total assets
The Lonza US Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$930,013,705 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Lonza US Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Lonza US Savings Plan lands in the large band (4,679 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Lonza US Savings Plan reported net income rose from -$117M in the plan year 2022 filing to $161M in the plan year 2023 filing.
- The Lonza US Savings Plan end-of-year assets rose from $769M in the plan year 2022 filing to $930M in the plan year 2023 filing.
- The Lonza US Savings Plan reported participants rose from 4,373 in the plan year 2022 filing to 4,679 in the plan year 2023 filing.
DOL schedule card
Filing strip 853984443 · Lonza USA Inc. PY 2023 · 401(k)
The Lonza US Savings Plan · $930M · 4,679 · 99th
- EBSA $930M
- EBSA 4,679
- EBSA 99th
- EBSA 401(k)
- EBSA near Cibc Retirement Savings Plan for U.S. Employees
- EBSA ind #18234
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 →
The Lonza US Savings Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $769M |
|---|---|
| Net Assets (End of Year) | $930M |
| Net Income | $161M |
| Employer EIN | 853984443 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lonza USA Inc.)
Sponsor-wide plan assets over time
All Lonza USA Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 55.349846918096944% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,373 | $769M |
| 2023 | 1 | 4,679 | $930M |
| 2024 | 1 | 4,689 | $1.2B |
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 $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
The Lonza US Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Cibc Retirement Savings Plan for U.S. Employees in IL ($930M); by covered participants it is Peet's Coffee & Tea, LLC Savings & Retirement Plan in CA (4,681 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($930M here).
- Cibc Retirement Savings Plan for U.S. Employees (IL) $930M · 3,138
- Stv Retirement Plan (PA) $930M · 2,882
- Veolia North America 401(k) Savings Plan (MA) $930M · 5,906
- Patterson Companies, Inc. 401(k) Plan (MN) $928M · 6,115
Similar participant headcount
Nearest other-state filings by covered participants (4,679 participants); asset peers above are excluded.
- Peet's Coffee & Tea, LLC Savings & Retirement Plan (CA) 4,681 · 2 off
- Alstom Transportation 401(k) Savings Plan (PA) 4,677 · 2 off
- Western Express, Inc. 401(k) Plan (TN) 4,681 · 2 off
- Altres 401(k) Retirement Plan (HI) 4,681 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.