2023 Form 5500 filing — Novartis Corporation Investment Savings Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007095904NAL0030523218001) for Novartis Corporation Investment Savings Plan, reported by Novartis Corporation under EIN 13-1834433 and plan number 055. It reports 27,459 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20241007095904NAL0030523218001
Filing year
2023
Form type
2
Plan sponsor
Novartis Corporation
EIN
13-1834433
Plan number
055
Location
East Hanover, NJ
Participants
27,459
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$9,522,901,746
Total liabilities (EOY)
$0
Net assets (EOY)
$9,522,901,746
Employer contributions
$295,947,937
Participant contributions
$274,243,555
Total income / additions
$2,070,125,907
Benefits paid
$989,259,937
Administrative expenses
$0
Total expenses
$989,447,907
Net increase / (decrease)
$1,080,678,000
Schedule source
Schedule H

Related Form 5500 pages