401(k) · DOL Form 5500 · 2023
Intuitive Surgical, Inc. 401(k) Plan
Data updated 2026-08-25
- $823M
- Total assets Above avg plan size
- 7,518
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $109,499
- Avg per participant Below avg balance/head
Official DOL plan name: Intuitive Surgical, Inc. 401(k) Plan · Sponsored by Intuitive Surgical, Inc. · California · Manufacturing
$823M in assets, 7,518 participants
Intuitive Surgical, Inc.'s Intuitive Surgical, Inc. 401(k) Plan reported $823M in total assets and 7,518 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #18,175 in Manufacturing (18,722 peers)
Coverage in California
Intuitive Surgical, Inc. 401(k) Plan covers 7,518 participants in California, 12x the typical California plan (state average ~630 per filing). Assets: $823M.
- #18,175
- in Manufacturing (18,722 peers)
- +35.5%
- assets growth YoY
- 8.3×
- vs typical plan assets (national mean)
Intuitive Surgical, Inc. 401(k) Plan's outsized position by total assets
Intuitive Surgical, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$823,214,357 Top 2% higher than 98% 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
Intuitive Surgical, Inc. 401(k) 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. Intuitive Surgical, Inc. 401(k) Plan lands in the large band (7,518 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Intuitive Surgical, Inc. 401(k) Plan reported net income rose from -$69M in the plan year 2022 filing to $216M in the plan year 2023 filing.
- Intuitive Surgical, Inc. 401(k) Plan end-of-year assets rose from $607M in the plan year 2022 filing to $823M in the plan year 2023 filing.
- Intuitive Surgical, Inc. 401(k) Plan reported participants rose from 6,266 in the plan year 2022 filing to 7,518 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 770416458 · Intuitive Surgical, Inc. PY 2023 · 401(k)
Intuitive Surgical, Inc. 401(k) Plan · $823M · 7,518 · 98th
- PCT $823M
- PCT 7,518
- PCT 98th
- PCT 401(k)
- PCT near Bread Financial 401(k) Plan
- PCT ind #18175
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 California →
Intuitive Surgical, Inc. 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $607M |
|---|---|
| Net Assets (End of Year) | $823M |
| Net Income | $216M |
| Employer EIN | 770416458 |
| Plan Effective Date | 1996-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Intuitive Surgical, Inc.)
Sponsor-wide plan assets over time
All Intuitive Surgical, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.0B 71.45159417013284% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,266 | $607M |
| 2023 | 1 | 7,518 | $823M |
| 2024 | 1 | 8,097 | $1.0B |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Scale composition for Intuitive Surgical, Inc. 401(k) Plan
Intuitive Surgical, Inc. 401(k) Plan reports $823M in end-of-year assets across 7,518 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $109,499 per participant (79% of the national average assets-per-participant) . Net income for plan year 2023 was $216M.
This plan identity (EIN 770416458, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $607M to $1.0B (+71.5%) while covered participants moved from 6,266 to 8,097 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,266 | $607M | Open filing |
| 2023 | 7,518 | $823M | This page |
| 2024 · index core | 8,097 | $1.0B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Intuitive Surgical, Inc. 401(k) Plan (401(k), $1.0B, 8,097 participants)
Intuitive Surgical, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Bread Financial 401(k) Plan in OH ($824M); by covered participants it is Kbp Brands 401(k) Plan in KS (7,518 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($823M here).
- Bread Financial 401(k) Plan (OH) $824M · 7,094
- Pentair Inc Retirement Savings and Stock (MN) $822M · 5,714
- Schneider National, Inc. 401(k) Savings and Retirement Plan (WI) $824M · 16,358
- Spx Retirement Savings and Stock Ownership Plan (NC) $826M · 2,872
Similar participant headcount
Nearest other-state filings by covered participants (7,518 participants); asset peers above are excluded.
- Kbp Brands 401(k) Plan (KS) 7,518 · 0 off
- Nisource Inc Retirement Savings Plan (IN) 7,525 · 7 off
- Kyndryl 401(k) Plan (NY) 7,525 · 7 off
- Land O Lakes Employee Savings & Supplemental Retirement Plan (MN) 7,505 · 13 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.