Money Purchase · DOL Form 5500 · 2024

Novartis Corporation Money Purchase Plan

Data updated 2026-08-11

$57M
Total assets
174
Participants
86th
Percentile by assets
$328,727
Avg per participant
PlainRetire home → About this data

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.

  • 86th percentile by assets (of 123,622 plans)
  • #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.

$57M
total plan assets (2024 EOY)
174
covered participants
86th
percentile by assets (of 123,622 plans)
$328,727
avg assets per participant

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.

Where Retirement Plan for Prior Alcon Employees sits 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

This plan $0 $2,010,000,000 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 2024

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.

See the national 2023→2024 release diff →

State
Industry

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Retirement Plan for Prior Alcon Employees reports 174 participants - about 21% of that state average ($57M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$57M
Net Income-$2M
Employer EIN131834433
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Novartis Corporation)

$10B$10.5B$11B$11.5B$12B 202220232024 $10.5B $11.7B ▲ +12.0%
Total plan assets by year, all Novartis Corporation plans on file
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.

Retirement Plan for Prior Alcon Employees vs. nearby Money Purchase plans in New Jersey, assets vs. participants

Retirement Plan for Prior Alcon Employees vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -10123 Total assets ($B) Participants Retirement Plan for …Princeton University…Local 68 Engineers U…Nysa-Ila Money Purch…Educational Testing …Ironworkers Local 11…
Retirement Plan for Prior Alcon Employees vs. nearby Money Purchase plans in New Jersey, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Retirement Plan for Prior Alcon Employees by total assets, not by location.

Frequently Asked Questions

How did Retirement Plan for Prior Alcon Employees assets move in 2024?
Retirement Plan for Prior Alcon Employees edged down modestly - down 4.2% during 2024, from $60M to $57M. Reported net income was -$2M.
How have Novartis Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Novartis Corporation's sponsor-wide assets grew 12.0%, from $10.5B to $11.7B.
Where does Retirement Plan for Prior Alcon Employees rank by assets among Form 5500 filers?
Retirement Plan for Prior Alcon Employees ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Retirement Plan for Prior Alcon Employees?
Among Money Purchase plans in other states, the closest by assets is Nfl Players Association Money Purchase Pension Plan and Trust in DC ($57M, 99 participants).

Next read for Retirement Plan for Prior Alcon Employee…

Filing takeaways

Ways to act on Retirement Plan for Prior Alcon Employees's numbers.

  • By total assets, Retirement Plan for Prior Alcon Employees ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase 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