How big is Precigen, Inc.'s plan?

Precigen, Inc.'s plan reported $36.5M in assets and 147 participants for 2024.

Original filing (PDF)20251014140317NAL0006214962001

Precigen, Inc.

Name: Precigen, Inc. — Precigen, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Precigen, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Precigen, Inc. 401(k) Plan

401(k) retirement plan · Precigen, Inc.'s Precigen, Inc. 401(k) Plan held $36.5M in plan assets for 147 participants in 2024, with Voya as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

147

Accounts w/ balance

481

Plan assets (EOY)

$36.5M

Net assets (EOY)

$36.5M

People on this filing

Harry Thomasian Jr. signed Precigen, Inc.'s 2024 Form 5500 as plan administrator.

Harry Thomasian Jr. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Precigen, Inc.'s EIN is 26-0084895.

EIN 26-0084895

Plan number 001

Plan year 2024

ACK ID 20251014140317NAL0006214962001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Precigen, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Precigen, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PRECIGEN, INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

PRECIGEN, INC.

EIN

all filings

Address

20358 SENECA MEADOWS PARKWAY · GERMANTOWN, MD · 20876

Phone

(301) 556-9900

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT ADVISORS, LLC	02-0488491	—	SERVICE PROVIDER	$6K	—
VOYA RETIREMENT INSURANCE & ANNUITY	71-0294708	—	RECORD KEEPER	$5K	—

Data / Research / Other vendors

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORNINGSTAR

Investments

33 direct securities · 1 pooled fund· $71.4M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$35.3M

1 holding

Pooled Separate Accounts

$34.9M

31 holdings

Common Stocks

$1.1M

1 holding

Participant loans

$151K

1 holding

					% of plan
VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$35.3M	96.6%
Vanguard Target Retirement 2040 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$4.0M	11.0%
Vanguard Total Stock Market Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$3.3M	9.0%
American Funds Fundamental Pooled Separate Account	Pooled Separate Accounts	—	—	$2.8M	7.7%
Vanguard Target Retirement 2050 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$2.4M	6.7%
Vanguard Target Retirement 2045 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$2.2M	6.1%
American Century Small Cap Value Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$1.8M	4.9%
Voya Large Cap Growth Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$1.7M	4.7%
Vanguard Target Retirement 2030 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$1.7M	4.7%
Vanguard Target Retirement 2035 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$1.7M	4.6%
Vanguard Target Retirement 2055 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$1.4M	3.9%
Vanguard Small Cap Index Admiral Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$1.4M	3.7%
Victory Sycamore Established Value Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$1.2M	3.2%
Vanguard Total International Stock Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$1.1M	3.1%
American Funds Washington Mutual Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$1.1M	3.1%
Voya Fixed Account Insurance Company General Account	Common Stocks	—	—	$1.1M	3.0%
Vanguard Target Retirement 2025 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$1.0M	2.8%
Voya Intermediate Bond Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$724K	2.0%
Vanguard Balanced Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$679K	1.9%
Neuberger Berman Mid Cap Growth Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$595K	1.6%
Vanguard Mid Cap Index Admiral Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$590K	1.6%
Vanguard Target Retirement 2060 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$583K	1.6%
Invesco Opportunity International Growth Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$572K	1.6%
Invesco Diversified Dividend Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$481K	1.3%
DFA U.S. Targeted Value Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$346K	0.9%
BlackRock High Yield Bond Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$326K	0.9%
Vanguard Target Retirement 2065 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$261K	0.7%
Vanguard Target Retirement 2020 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$257K	0.7%
DFA Inflation-Protected Securities Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$169K	0.5%
Voya Government Money Market Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$167K	0.5%
Participant Loans Maturities Through May 2049, Interest Rates $ -	Participant loans	—	—	$151K	0.4%
ClearBridge Small Cap Growth Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$94K	0.3%
DFA Commodity Strategy Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$78K	0.2%
Vanguard Target Retirement 2070 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$13K	<0.1%