Defined Benefit (Pension) · DOL Form 5500 · 2024

Hoffmann-La Roche Inc. Pension Plan

Data updated 2026-08-11

$2.9B
Total assets
1,965
Participants
99th
Percentile by assets
$1.5M
Avg per participant
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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.

  • 99th percentile by assets (of 123,622 plans)
  • #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.

$2.9B
total plan assets (2024 EOY)
1,965
covered participants
99th
percentile by assets (of 123,622 plans)
$1.5M
avg assets per participant

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.

Where Consolidated Roche Retirement Plan sits 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 $2,010,000,000 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

  • 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 →

State
Industry

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Consolidated Roche Retirement Plan reports 1,965 participants - 2.3x that state average ($2.9B EOY assets).

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.)

$2.9B$3B$3.1B$3.2B 202220232024 $3.05B $2.94B ▼ -3.6%
Total plan assets by year, all Hoffmann-La Roche Inc. plans on file
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

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 R…Retirement Plan of J…JPMorgan Chase Retir…Nokia Retirement Inc…The Prudential Merge…Merck US Pension Plan
Consolidated Roche Retirement Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Consolidated Roche Retirement Plan by total assets, not by location.

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).

Next read for Consolidated Roche Retirement Plan

Filing takeaways

Ways to act on Consolidated Roche Retirement Plan's numbers.

  • By total assets, Consolidated Roche Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New Jersey. Compare plans
  • Hoffmann-La Roche Inc.'s sponsor-wide assets have declined 3.6% since 2022 across 3 plan years on file. More Manufacturing plans