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Original filing (PDF)20250702120650NAL0007298851001
INTUITIVE SURGICAL, INC.
Form 5500
FILING_RECEIVED
INTUITIVE SURGICAL, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
8,736
Accounts w/ balance
8,568
Plan assets (EOY)
$1.0B
Net assets (EOY)
$1.0B
How this plan invests
This plan
25 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 6 bps in Schedule C fees — modestly above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTUITIVE SURGICAL, INC..
Plan sponsor
Name
INTUITIVE SURGICAL, INC.
EIN
77-0416458
Address
1020 KIFER ROAD · SUNNYVALE, CA · 94086
Phone
(408) 523-2100
Industry
Manufacturingsee all
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
2025-07-02
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)
Auditor
MOSS ADAMS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | — | NONE | $400K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $269K | — |
| ALUMAN INC | 47-4697046 | — | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
Investments
21 direct securities · 25 pooled funds· $1.0B(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
$561.8M
21 holdings
Common Collective Trust
$367.6M
22 holdings
Pooled Separate Account
$111.9M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $210.9M | 20.3% | |
| LARGE CAP GROWTH/JP MORGAN INV MGMT EMPOWER ANNUITY INS CO OF AMERICA · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $93.4M | 9.0% | |
| STATE ST TARGET RET 2050 SL CL VI STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 320 | Common Collective Trust | — | — | $62.3M | 6.0% | |
| STATE ST TARGET RET 2040 SL CL VI STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 318 | Common Collective Trust | — | — | $55.0M | 5.3% | |
| STATE ST TARGET RET 2045 SL CL VI STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 319 | Common Collective Trust | — | — | $53.7M | 5.2% | |
| Fidelity Total International Index Fund Mutual Fund | — | — | — | $52.0M | 5.0% | |
| STATE ST TARGET RET 2055 SL CL VI STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 325 | Common Collective Trust | — | — | $49.1M | 4.7% | |
| STATE ST TARGET RET 2035 SL CL VI STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 317 | Common Collective Trust | — | — | $48.6M | 4.7% | |
| Fidelity Extended Market Index Fund Mutual Fund | — | — | — | $38.9M | 3.7% | |
| Virtus AllianzGI Technology Fund Mutual Fund | — | — | — | $37.7M | 3.6% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $31.0M | 3.0% | |
| STATE ST TARGET RET 2030 SL CL VI STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 316 | Common Collective Trust | — | — | $30.2M | 2.9% | |
| STATE ST TARGET RET 2060 SL CL VI STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 454 | Common Collective Trust | — | — | $26.5M | 2.5% | |
| Vanguard Windsor II Fund Admiral Fund Mutual Fund | — | — | — | $22.2M | 2.1% | |
| Blackrock Mid-Cap Growth Equity Institutional Fund Mutual Fund | — | — | — | $21.1M | 2.0% | |
| TD Ameritrade Self-Directed Brokerage Fund Self-Directed Brokerage Account | — | — | — | $19.5M | 1.9% | |
| Vanguard Federal Money Market Investment Fund Money Market Fund | — | — | — | $18.5M | 1.8% | |
| American Funds Capital World G/I R6 Fund Mutual Fund | — | — | — | $17.1M | 1.6% | |
| STATE ST TARGET RET 2025 SL CL VI STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 315 | Common Collective Trust | — | — | $16.4M | 1.6% | |
| JPMorgan Mid Cap Value R6 Fund Mutual Fund | — | — | — | $15.6M | 1.5% | |
| STATE ST TARGET RET INCOME SL CL VI STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 326 | Common Collective Trust | — | — | $13.8M | 1.3% | |
| Vanguard Real Estate Index Institutional Fund Mutual Fund | — | — | — | $13.7M | 1.3% | |
| DFA US Small Cap Value Fund Mutual Fund | — | — | — | $13.6M | 1.3% | |
| SA/T ROWE PRICE EQUITY INCOME STRAT EMPOWER ANNUITY INS CO OF AMERICA · EIN 06-1050034 / PN 265 | Pooled Separate Account | — | — | $10.0M | 1.0% | |
| Brown Advisory Small-Cap Growth Institutional Fund Mutual Fund | — | — | — | $9.8M | 0.9% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA EMPOWER ANNUITY INS CO OF AMERICA · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $8.5M | 0.8% | |
| maturities through November 2054 - | — | — | — | $8.3M | 0.8% | |
| Vanguard Intermediate Term Treasury Admiral Fund Mutual Fund | — | — | — | $7.4M | 0.7% | |
| T. Row Price Emerging Markets Stock I Fund Mutual Fund | — | — | — | $7.2M | 0.7% | |
| STATE ST TARGET RET 2065 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 326 | Common Collective Trust | — | — | $6.1M | 0.6% | |
| STATE ST TARGET RET 2020 SL CL VI STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 314 | Common Collective Trust | — | — | $5.9M | 0.6% | |
| PIMCO Total Return Institutional Fund Mutual Fund | — | — | — | $5.3M | 0.5% | |
| PIMCO Income Institutional Fund Mutual Fund | — | — | — | $4.7M | 0.4% | |
| T. Rowe Price Inflation Protected Bond I Fund Mutual Fund | — | — | — | $4.1M | 0.4% | |
| TD Ameritrade Self-Directed Brokerage Roth Fund Self-Directed Brokerage Account | — | — | — | $3.3M | 0.3% | |
| STATE ST TARGET RET 2040 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 318 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST TARGET RET 2045 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 319 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST TARGET RET 2050 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 320 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST TARGET RET 2055 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 325 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST TARGET RET 2060 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 454 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST TARGET RET 2065 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 454 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST TARGET RET 2020 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 314 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST TARGET RET 2035 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 317 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST TARGET RET 2030 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 316 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST TARGET RET INCOME SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 326 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST TARGET RET 2025 SL CL V STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 315 | Common Collective Trust | — | — | $0 | <0.1% |