Back to filter
Original filing (PDF)20260204090144NAL0004964979001
SANDOZ INC.
Form 5500
FILING_RECEIVED
SANDOZ PENSION PLAN
Defined-benefit pension plan
Signals · 3
Late filing · 2.6 mo27% in single holdingNo recordkeeper disclosed
Active participants
156
Accounts w/ balance
—
Plan assets (EOY)
$145.4M
Net assets (EOY)
$145.4M
How this plan invests
This plan
4 pooled trusts
Schedule D
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
87
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Filed 2.6 months past the 10.5-month grace window.
- Top holding "Fidelity Investments" is 27% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SANDOZ INC..
Plan sponsor
Name
SANDOZ INC.
EIN
38-1658363
Address
100 COLLEGE RD WEST · PRINCETON, NJ · 08540
Phone
(609) 819-5230
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-04
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
COHNREZNICK, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
14 direct securities · 4 pooled funds· $228.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$145.4M
14 holdings
Common Collective Trust
$83.5M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments | — | — | — | $38.6M | 26.6% | |
| FIAM LONG DURATION CIT FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 053 | Common Collective Trust | — | — | $38.6M | 26.6% | |
| Fidelity Investments | — | — | — | $29.2M | 20.1% | |
| FIAM 8-10 YEAR CORPORATE BOND COMMI FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 155 | Common Collective Trust | — | — | $29.2M | 20.1% | |
| Fidelity Investments | — | — | — | $18.4M | 12.6% | |
| Fidelity Investments | — | — | — | $8.8M | 6.1% | |
| FIAM LONG CORPORATE A OR BETTER - P FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 103 | Common Collective Trust | — | — | $8.8M | 6.1% | |
| Fidelity Investments | — | — | — | $8.6M | 5.9% | |
| Fidelity Investments | — | — | — | $8.6M | 5.9% | |
| Fidelity Investments | — | — | — | $6.8M | 4.7% | |
| FIAM SHORT DURATION POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 016 | Common Collective Trust | — | — | $6.8M | 4.7% | |
| John Hancock | — | — | — | $5.8M | 4.0% | |
| Dodge & Cox | — | — | — | $5.7M | 3.9% | |
| DWS Asset Management | — | — | — | $4.3M | 3.0% | |
| RBC Global Asset Management | — | — | — | $4.3M | 2.9% | |
| Conestoga | — | — | — | $3.1M | 2.1% | |
| Hotchkis & Wiley | — | — | — | $3.0M | 2.1% | |
| Fidelity Investments | — | — | — | $158K | 0.1% |
Related plans
Similar-size Manufacturing plans
IPR PHARMACEUTICALS, INC.
IPR PHARMACEUTICALS, INC. PROFIT SHARING, RETIREMENT AND SAVINGS PLAN
$144.9M · 186 participants
JUBILANT PHARMOVA HOLDINGS, INC. AND
JUBILANT PHARMA HOLDINGS INC. AND SUBSIDIARIES 401(K) PLAN
$147.1M · 1,721 participants
LANTHEUS MEDICAL IMAGING, INC.
LANTHEUS MEDICAL IMAGING, INC. RETIREMENT SAVINGS PLAN
$147.4M · 799 participants
COLORCON, INC.
COLORCON, INC. 401K SAVINGS PLAN
$143.0M · 591 participants
KYOWA KIRIN, INC.
KYOWA KIRIN 401(K) RETIREMENT PLAN
$142.9M · 833 participants
GENMAB US, INC.
GENMAB US, INC. 401(K) PLAN
$137.3M · 1,067 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants