401(k) · DOL Form 5500 · 2023
Iqvia Inc. 401(k) Plan
Data updated 2026-08-25
- $3.1B
- Total assets Very large vs avg
- 20,893
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $148,444
- Avg per participant Above avg balance/head
Official DOL plan name: Iqvia 401(k) Plan · Sponsored by Iqvia Inc. · North Carolina · Management of Enterprises
$3.1B in assets, 20,893 participants
Iqvia Inc.'s Iqvia 401(k) Plan reported $3.1B in total assets and 20,893 participants in its 2023 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.
- #1,117 in Management of Enterprises (1,137 peers)
Coverage in North Carolina
Iqvia 401(k) Plan covers 20,893 participants in North Carolina, 26x the typical North Carolina plan (state average ~819 per filing). Assets: $3.1B.
- #1,117
- in Management of Enterprises (1,137 peers)
- +22.0%
- assets growth YoY
- 31×
- vs typical plan assets (national mean)
Iqvia 401(k) Plan's outsized position by total assets
Iqvia 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,101,433,807 Highest reported value at or above every one 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
Iqvia 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iqvia 401(k) Plan is a mega filing (20,893 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Iqvia 401(k) Plan reported net income rose from -$438M in the plan year 2022 filing to $557M in the plan year 2023 filing.
- Iqvia 401(k) Plan end-of-year assets rose from $2.5B in the plan year 2022 filing to $3.1B in the plan year 2023 filing.
- Iqvia 401(k) Plan reported participants rose from 17,909 in the plan year 2022 filing to 20,893 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 061506026 · Iqvia Inc. PY 2023 · 401(k)
Iqvia 401(k) Plan · $3.1B · 20,893 · 100th
- PART $3.1B
- TYPE 20,893
- NET 100th
- BOOK 401(k)
- VS-ST near Valero Energy Corporation Thrift Plan
- BOY ind #1117
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 Management of Enterprises retirement plans → · Plans in North Carolina →
Iqvia 401(k) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $2.5B |
|---|---|
| Net Assets (End of Year) | $3.1B |
| Net Income | $557M |
| Employer EIN | 061506026 |
| Plan Effective Date | 1991-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iqvia Inc.)
Sponsor-wide plan assets over time
All Iqvia Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.1B 38.44911371719107% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 19,380 | $3.0B |
| 2023 | 2 | 22,200 | $3.6B |
| 2024 | 2 | 21,458 | $4.1B |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Scale composition for Iqvia 401(k) Plan
Iqvia 401(k) Plan reports $3.1B in end-of-year assets across 20,893 participants (0.025% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.022% of 93,925,755 covered participants) - about $148,444 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2023 was $557M.
This plan identity (EIN 061506026, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.5B to $3.6B (+40.1%) while covered participants moved from 17,909 to 20,245 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 17,909 | $2.5B | Open filing |
| 2023 | 20,893 | $3.1B | This page |
| 2024 · index core | 20,245 | $3.6B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Iqvia 401(k) Plan (401(k), $3.6B, 20,245 participants)
- Ims Health Incorporated Retirement Plan (Defined Benefit (Pension), $531M, 1,213 participants)
Iqvia 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Valero Energy Corporation Thrift Plan in TX ($3.1B); by covered participants it is Isolved 401-K Plan in NJ (20,915 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.1B here).
- Valero Energy Corporation Thrift Plan (TX) $3.1B · 7,914
- Sanford Retirement Savings Plan (ND) $3.1B · 30,495
- Battelle Employees' Savings Plan (OH) $3.1B · 8,382
- Barclays 401(k) Plan (NY) $3.1B · 11,480
Similar participant headcount
Nearest other-state filings by covered participants (20,893 participants); asset peers above are excluded.
- Isolved 401-K Plan (NJ) 20,915 · 22 off
- Williams-Sonoma, Inc. 401(k) Plan (CA) 20,867 · 26 off
- The Savings and Investment Plan (NY) 20,919 · 26 off
- Jo-Ann Stores, LLC 401(k) Savings Plan (OH) 20,860 · 33 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.