Money Purchase · DOL Form 5500 · 2024
Novartis Corporation Money Purchase Plan
Data updated 2026-08-25
- $57M
- Total assets Below avg plan size
- 174
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $328,727
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Prior Alcon Employees · Sponsored by Novartis Corporation · New Jersey · Manufacturing
$57M in assets, 174 participants
Novartis Corporation's Retirement Plan for Prior Alcon Employees reported $57M in total assets and 174 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #14,125 in Manufacturing (17,777 peers)
Coverage in New Jersey
Retirement Plan for Prior Alcon Employees covers 174 participants in New Jersey, about 21% of the average New Jersey filer (state average ~844 per filing). Assets: $57M.
- #14,125
- in Manufacturing (17,777 peers)
- -4.2%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan for Prior Alcon Employees's outsized position by total assets
Retirement Plan for Prior Alcon Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$57,198,508 Top 14% higher than 86% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Retirement Plan for Prior Alcon Employees among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Prior Alcon Employees sits mid-pack in the medium band (174 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan for Prior Alcon Employees reported net income fell from $30K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Retirement Plan for Prior Alcon Employees reported participants fell from 286 in the plan year 2023 filing to 174 in the plan year 2024 filing.
- Retirement Plan for Prior Alcon Employees end-of-year assets fell from $60M in the plan year 2023 filing to $57M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 131834433 · Novartis Corporation PY 2024 · Money Purchase
Retirement Plan for Prior Alcon Employees · $57M · 174 · 86th
- VS-ST $57M
- BOY 174
- SCH 86th
- EBSA Money Purchase
- PART near Nfl Players Association Money Purchase Pension Plan and Trust
- TYPE ind #14125
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 →
Retirement Plan for Prior Alcon Employees in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | -$2M |
| Employer EIN | 131834433 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Novartis Corporation)
Sponsor-wide plan assets over time
All Novartis Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $11.7B 12.037508502073123% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 17,007 | $10.5B |
| 2023 | 3 | 16,396 | $11.6B |
| 2024 | 3 | 13,953 | $11.7B |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Princeton University Retirement Plan $2.4B · 8,833
- Local 68 Engineers Union Annuity Plan $971M · 5,385
- Nysa-Ila Money Purchase Pension Fund and Plan $936M · 4,689
- Educational Testing Service 401(a) Retirement Plan $593M · 3,097
- Ironworkers Local 11 Annuity Fund $395M · 1,148
Retirement Plan for Prior Alcon Employees's out-of-state Money Purchase peers by assets and headcount
Outside New Jersey, the nearest Money Purchase by assets is Nfl Players Association Money Purchase Pension Plan and Trust in DC ($57M); by covered participants it is Community Memorial Healthcare Inc. Employees Pension Plan in KS (174 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($57M here).
- Nfl Players Association Money Purchase Pension Plan and Trust (DC) $57M · 99
- Tootsie Roll Industries, LLC Employees Pension (IL) $58M · 203
- National Hockey League Pension Plan for United States Off Ice Employees (NY) $57M · 264
- Plumbers & Steamfitters Union Local No. 10 Individual Account Plan (TN) $58M · 1,379
Similar participant headcount
Nearest other-state filings by covered participants (174 participants); asset peers above are excluded.
- Community Memorial Healthcare Inc. Employees Pension Plan (KS) 174 · 0 off
- Insulators & Allied Workers Local 39 Money Purchase Pension Plan (NE) 174 · 0 off
- Employee Benefits Plan of the Osborne Association, Inc. (NY) 174 · 0 off
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust (MT) 175 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.