401(k) · DOL Form 5500 · 2024
Novartis Corporation 401(k) Plan
Data updated 2026-08-06
- $9.9B
- Total assets
- 12,217
- Participants
- 100th
- Percentile by assets
- $811,162
- Avg per participant
Official DOL plan name: Novartis Corporation Investment Savings Plan · Sponsored by Novartis Corporation · New Jersey · Manufacturing
$9.9B in assets, 12,217 participants
Novartis Corporation's Novartis Corporation Investment Savings Plan reported $9.9B in total assets and 12,217 participants in its 2024 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.
- 100th percentile by assets (of 116,472 plans)
Coverage in New Jersey
Novartis Corporation Investment Savings Plan covers 12,217 participants in New Jersey, 14x the typical New Jersey plan (state average ~865 per filing). Assets: $9.9B.
- $9.9B
- total plan assets (2024 EOY)
- 12,217
- covered participants
- 100th
- percentile by assets (of 116,472 plans)
- $811,162
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Novartis Corporation Investment Savings Plan reported net income fell from $1.1B in the plan year 2023 filing to $910M in the plan year 2024 filing.
- Novartis Corporation Investment Savings Plan reported participants fell from 13,987 in the plan year 2023 filing to 12,217 in the plan year 2024 filing.
- Novartis Corporation Investment Savings Plan end-of-year assets rose from $9.5B in the plan year 2023 filing to $9.9B in the plan year 2024 filing.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 865 participants across 3,927 plans. Novartis Corporation Investment Savings Plan reports 12,217 participants - 14x that state average ($9.9B EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $9.5B |
|---|---|
| Net Assets (End of Year) | $9.9B |
| Net Income | $910M |
| Employer EIN | 131834433 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Novartis Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 17,007 | $10.5B |
| 2023 | 3 | 16,396 | $11.6B |
| 2024 | 3 | 13,953 | $11.7B |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Novartis Corporation Investment Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Novartis Corporation Investment Savings Plan by total assets, not by location.
- The Bank of New York Mellon Corporation 401(k) Savings Plan (PA) $9.9B · 24,183
- The Permanente Medical Group, Inc. Salary Deferral Plan (CA) $9.9B · 21,688
- McKinsey & Company, Inc. (Psrp) Profit Sharing Retirement Plan (NY) $9.8B · 17,700
- 401(k) Savings Plan (WA) $10.1B · 86,668
Frequently Asked Questions
How did Novartis Corporation Investment Savings Plan assets move in 2024? ▼
How have Novartis Corporation plan assets changed over time? ▼
Where does Novartis Corporation Investment Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Novartis Corporation Investment Savings Plan? ▼
Next read for Novartis Corporation Investment Savings …
Filing takeaways
Ways to act on Novartis Corporation Investment Savings Plan's numbers.
- By total assets, Novartis Corporation Investment Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
- Novartis Corporation's sponsor-wide assets have grown 12.0% since 2022 across 3 plan years on file. More Manufacturing plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131834433.
Read our methodology - how this data is sourced, computed, and verified.