Defined Benefit (Pension) · DOL Form 5500 · 2023

Hoffmann-La Roche Inc. Pension Plan

Data updated 2026-08-25

$3.2B
Total assets Very large vs avg
2,130
Participants Near avg headcount
100th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Consolidated Roche Retirement Plan · Sponsored by Hoffmann-La Roche Inc. · New Jersey · Manufacturing

$3.2B in assets, 2,130 participants

Hoffmann-La Roche Inc.'s Consolidated Roche Retirement Plan reported $3.2B in total assets and 2,130 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.

  • #18,558 in Manufacturing (18,722 peers)

Coverage in New Jersey

Consolidated Roche Retirement Plan covers 2,130 participants in New Jersey, 2.5x the typical New Jersey plan (state average ~844 per filing). Assets: $3.2B.

#18,558
in Manufacturing (18,722 peers)
+3.4%
assets growth YoY
32×
vs typical plan assets (national mean)

Consolidated Roche Retirement Plan's outsized position by total assets

Consolidated Roche Retirement Plan vs every filed plan by assets

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

$3,154,207,348 Highest reported value at or above every one of 127,068 filed plans

This plan $0 $2,050,000,000 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

Consolidated Roche Retirement 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. Consolidated Roche Retirement Plan lands in the large band (2,130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Consolidated Roche Retirement Plan reported net income rose from -$1.1B in the plan year 2022 filing to $105M in the plan year 2023 filing.
  • Consolidated Roche Retirement Plan reported participants fell from 2,293 in the plan year 2022 filing to 2,130 in the plan year 2023 filing.
  • Consolidated Roche Retirement Plan end-of-year assets rose from $3.0B in the plan year 2022 filing to $3.2B in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 220994270 · Hoffmann-La Roche Inc. PY 2023 · Defined Benefit (Pension)

Consolidated Roche Retirement Plan · $3.2B · 2,130 · 100th

  • TYPE $3.2B
  • NET 2,130
  • BOOK 100th
  • VS-ST Defined Benefit (Pension)
  • BOY near Kraft Heinz Retirement Plan
  • SCH ind #18558

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 →

Consolidated Roche Retirement Plan in the asset neighbourhood

Kraft Heinz Retirement Plan$3.2BConsolidated Roche Retirement PlanConsolidated Roche Retiremen…$3.2BM&t Bank Corporation Pension PlanM&t Bank Corporation Pension…$3.1BEntergy Corporation Retirement Plan for Non-Bargaining EmployeesEntergy Corporation Retireme…$3.1BWillis Towers Watson Pension Plan for U.S. EmployeesWillis Towers Watson Pension…$3.1B
End-of-year total assets ($B) among Consolidated Roche Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$3.0B
Net Assets (End of Year)$3.2B
Net Income$105M
Employer EIN220994270
Plan Effective Date2013-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Hoffmann-La Roche Inc.)

Sponsor-wide plan assets over time

All Hoffmann-La Roche Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2.9B 3.6340621180635115% vs 2022
2024 filing year
$2.9B$3B$3.1B$3.2B 202220232024 $3.05B $2.94B ▼ -3.6%
Year Plans Participants Total Assets
2022 3 3,724 $3.1B
2023 1 2,130 $3.2B
2024 1 1,965 $2.9B

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Consolidated Roche Retirement Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 0510152025 Total assets ($B) Participants Consolidated Roche Retirement Plan, Total assets ($B): 3.154207348 · Participants: 2130Consolidated Roche Retirement PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
Consolidated Roche Retirement Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Consolidated Roche Retirement Plan side-by-side with 3 peers →

Consolidated Roche Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Kraft Heinz Retirement Plan in PA ($3.2B); by covered participants it is Truck Drivers & Helpers Local Union No. 355 Retirement Plan in MD (2,130 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3.2B here).

Similar participant headcount

Nearest other-state filings by covered participants (2,130 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Consolidated Roche Retirement Plan assets move in 2023? ▼
Consolidated Roche Retirement Plan edged up modestly - up 3.4% during 2023, from $3.0B to $3.2B. Reported net income was $105M.
How have Hoffmann-La Roche Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hoffmann-La Roche Inc.'s sponsor-wide assets declined 3.6%, from $3.1B to $2.9B.
Where does Consolidated Roche Retirement Plan rank by assets among Form 5500 filers? ▼
Consolidated Roche Retirement Plan ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Consolidated Roche Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Kraft Heinz Retirement Plan in PA ($3.2B, 4,105 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Consolidated Roche Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Truck Drivers & Helpers Local Union No. 355 Retirement Plan in MD (2,130 participants, $666M in assets).

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 220994270.

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.