My Plan Facts

Employers › North Carolina

Employer · plans filed under one EIN

Iqvia Inc.

Durham, NC · Management of companies (holding companies)

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$4.09Bnet assets across plans
38,108participant records20,186 active
$80.2Memployer contributions, latest plan years$3,975 per active record
$2.6MSchedule C compensation to organisations$68.30 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Iqvia Inc.'s employer identification number (Durham, North Carolina). Their latest filings total 38,108 participant records and $4.09B in net assets.

The largest is Iqvia 401(k) Plan, a 401(k) plan with 33,208 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $80.2M and participant contributions $194M in the latest plan years; benefits paid were $325M. Schedule C compensation reported to service provider organisations totalled $2.6M.

Combined net assets moved from $184M in 2009 to $4.09B in 2024 (up 2120%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Iqvia 401(k) Plan401(k) plan202433,208$3.56B$107,266$4,207$1.8M
Ims Health Incorporated Retirement Plancash balance pension plan20244,900$530M$108,218—$848K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $184M2010: $207M2011: $204M2012: $231M2013: $272M2014: $294M2015: $287M2016: $309M2017: $357M2018: $1.95B2019: $2.45B2020: $2.91B2021: $3.35B2022: $2.96B2023: $3.58B2024: $4.09B$184M$4.09B20092012201620202024
Combined net assets
2009: 3,3552010: 3,3922011: 3,4692012: 3,8822013: 4,0112014: 4,3192015: 4,5692016: 5,1232017: 5,0172018: 27,4072019: 30,4292020: 31,9292021: 34,6432022: 39,3942023: 39,1492024: 38,1083,35539,39438,10820092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
2024238,108$4.09B$80.2M$194M
2023239,149$3.58B$81.0M$192M
2022239,394$2.96B$74.4M$174M
2021234,643$3.35B$59.8M$147M
2020231,929$2.91B$48.0M$133M
2019230,429$2.45B$55.8M$128M
2018227,407$1.95B$49.2M$118M
201715,017$357M$0$0
201615,123$309M$0$0
201514,569$287M$0$0
201414,319$294M$0$0
201314,011$272M$0$0
201213,882$231M$0$0
201113,469$204M$0$0
201013,392$207M$0$0
200913,355$184M$0$0

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Fidelity InvestmentsParticipant loan processing1$838,915
Strategic Advisors, Inc.Investment advisory (plan)1$558,614
Towers Watson Delaware Inc.Investment management1$345,829
Northern Trust CorporationInvestment management1$247,891
Verrill Dana LLPLegal; Consulting (general); Investment management2$176,373
Towers Watson Investment ServicesConsulting (general); Investment advisory (plan)1$142,546
McGladrey & PullenConsulting (general)1$127,754
Schwab Retirement Plan Services Inc.Investment management1$119,827
Forvis Mazars, LLPAccounting (including auditing)1$27,221
Cohnreznick LLPAccounting (including auditing)1$17,665

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Fidelity Investments$839K
Strategic Advisors, Inc.$559K
Towers Watson Delaware Inc.$346K
Northern Trust Corporation$248K
Verrill Dana LLP$176K
Towers Watson Investment Services$143K
McGladrey & Pullen$128K
Schwab Retirement Plan Services Inc.$120K

Questions and answers

How many retirement plans does Iqvia Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Iqvia 401(k) Plan and Ims Health Incorporated Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Iqvia Inc. contribute to its plans?

$80,239,170 in employer contributions across these plans in their latest plan years, about $3,975 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Fidelity Investments, Strategic Advisors, Inc., Towers Watson Delaware Inc. and Northern Trust Corporation and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.