U.S. Roche 401(K) Savings Plan — Form 5500 plan (Genentech, Inc.)
Plain-English plan 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, U.S. Roche 401(K) Savings Plan is a benefit plan reported by Genentech, Inc. under EIN 94-2347624 and plan number 003. The latest loaded filing year is 2023. The filing reports 37,926 participants and $12,904,988,914 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Genentech, Inc.
- EIN
- 94-2347624
- Plan number
- 003
- Plan type
- 2
- Location
- South San Francisco, CA
- Latest filing year
- 2023
- Participants
- 37,926
- End-of-year plan assets
- $12,904,988,914
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 37,926 | H, C | 20241015192834NAL0015318003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,904,988,914
- Total liabilities (EOY)
- $6,176,000
- Net assets (EOY)
- $12,898,812,914
- Net assets (BOY)
- $10,871,448,225
Income & contributions
- Employer contributions
- $399,756,368
- Participant contributions
- $408,611,545
- Total contributions
- $849,589,720
- Total income / additions
- $2,766,100,813
Expenses & distributions
- Benefits paid
- $737,375,302
- Administrative expenses
- $1,360,822
- Total expenses
- $738,736,124
- Net increase / (decrease)
- $2,027,364,689
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Inv Inst Ops Co. Inc. | RECORDKEEPER | $844,724 | $0 | 2023 |
| Callan Associates Inc. | CONSULTANT | $266,697 | not reported in the loaded dataset | 2023 |
| Russell Investments | CONSULTANT | $181,464 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | AUDITOR | $89,825 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust Co | TRUSTEE | $38,194 | not reported in the loaded dataset | 2023 |
| Erisa Advisory Group | CONSULTANT | $7,597 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Genentech, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in South San Francisco, CA
- Fidelity Inv Inst Ops Co. Inc. — Schedule C compensation
- Callan Associates Inc. — Schedule C compensation
- Russell Investments — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- State Street Bank And Trust Co — Schedule C compensation
- Erisa Advisory Group — Schedule C compensation