Defined Benefit (Pension) · DOL Form 5500 · 2024

Hoffmann-La Roche Inc. Pension Plan

Data updated 2026-08-25

$2.9B
Total assets Very large vs avg
1,965
Participants Near avg headcount
99th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Consolidated Roche Retirement Plan · Sponsored by Hoffmann-La Roche Inc. · New Jersey · Manufacturing

$2.9B in assets, 1,965 participants

Hoffmann-La Roche Inc.'s Consolidated Roche Retirement Plan reported $2.9B in total assets and 1,965 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #17,599 in Manufacturing (17,777 peers)

Coverage in New Jersey

Consolidated Roche Retirement Plan covers 1,965 participants in New Jersey, 2.3x the typical New Jersey plan (state average ~844 per filing). Assets: $2.9B.

#17,599
in Manufacturing (17,777 peers)
-6.7%
assets change YoY
30×
vs typical plan assets (national mean)

The plan reported a net loss of $213M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$2,941,417,589 Top 1% higher than 99% of 123,620 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 2024

Consolidated Roche Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Consolidated Roche Retirement Plan lands in the large band (1,965 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Consolidated Roche Retirement Plan reported net income fell from $105M in the plan year 2023 filing to -$213M in the plan year 2024 filing.
  • Consolidated Roche Retirement Plan reported participants fell from 2,130 in the plan year 2023 filing to 1,965 in the plan year 2024 filing.
  • Consolidated Roche Retirement Plan end-of-year assets fell from $3.2B in the plan year 2023 filing to $2.9B in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 220994270 · Hoffmann-La Roche Inc. PY 2024 · Defined Benefit (Pension)

Consolidated Roche Retirement Plan · $2.9B · 1,965 · 99th

  • PHOTO $2.9B
  • IND 1,965
  • EOY 99th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Ufcw No. California Employers Joint Pension Plan
  • PCT ind #17599

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

The Retirement Plan for Graham Holdings CompanyThe Retirement Plan for Grah…$3.0BConsolidated Roche Retirement PlanConsolidated Roche Retiremen…$2.9BUfcw No. California Employers Joint Pension PlanUfcw No. California Employer…$2.9BSalt River Project Employees' Retirement PlanSalt River Project Employees…$2.9BFrontier Communications Pension PlanFrontier Communications Pens…$2.9B
End-of-year total assets ($B) among Consolidated Roche Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$3.2B
Net Assets (End of Year)$2.9B
Net Income-$213M
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): 2.941417589 · Participants: 1965Consolidated Roche Retirement PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.095569114 · Participants: 37882Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.066557714 · Participants: 83812JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 12.855309 · Participants: 7280Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.025028912 · Participants: 16233The Prudential Merged Retirement PlanMerck US Pension Plan, Total assets ($B): 10.090083286 · Participants: 26843Merck US Pension Plan
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 Ufcw No. California Employers Joint Pension Plan in CA ($2.9B); by covered participants it is International Longshoremen's Association AFL-CIO Employers Pension Fund in FL (1,966 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.9B here).

DOL Form 5500 plan year 2024. 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 2024? ▼
Consolidated Roche Retirement Plan pulled back noticeably - down 6.7% during 2024, from $3.2B to $2.9B. Reported net income was -$213M.
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 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Ufcw No. California Employers Joint Pension Plan in CA ($2.9B, 43,053 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 International Longshoremen's Association AFL-CIO Employers Pension Fund in FL (1,966 participants, $456M in assets).

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 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.