Bayer 401(k) Plan

The Bayer Corporation Savings and Retirement Plan covers 30,109 participants with 29,901 holding account balances at the end of the 2024 plan year. Plan assets totaled approximately $10.81 billion as of December 31, 2024. Fidelity Workplace Services LLC serves as recordkeeper, with Fidelity Management Trust Company as trustee and the Bayer Benefit Plans Committee responsible for plan administration as of March 1, 2024. The plan offers a tiered employer match plus a 5% non-elective retirement contribution for non-union employees, with auto-enrollment at 5% and automatic escalation to 7%.

Participants: 32,363 Plan assets: $10,811,159,993 Plan number: 051 Form 5500 plan year: 2024 Last verified: Jun 10, 2026 View Form 5500
Match
100% on the first 3% and 50% on the next 4% of eligible pay
Vesting
Participants are immediately vested in their own contributions and Company matching contributions; the Company retirement contribution vests fully after three years of vesting service.
Investment Options
28 funds
Auto-Enrollment
Newly eligible employees are automatically enrolled at a 5% deferral rate with annual 1% auto-escalation each April up to 7%; default fund is the Vanguard Target Retirement Trust closest to the participant's 65th birthday.
Plan Size
$10,811,159,993

By Zac Murphy, CFA charterholder and CFP professional. Published June 10, 2026. Verified against Form 5500 plan year 2024.

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Fund lineup

Fund Asset Class Type
DFA US Small Cap Value Portfolio US Small Cap Active
PIMCO All Asset Fund Inst'l Shares Balanced/Allocation Active
Vanguard Explorer Fund Admiral Shares US Small Cap Active
Blackrock US Treasury Inflation Protected Securities Index Fund TIPS Index
Vanguard International Growth Fund: Admiral Shares International Equity Active
Vanguard International Value Fund International Equity Active
Vanguard PRIMECAP Fund: Admiral Shares US Large Cap Active
Blackrock Total US Bond Index Fund US Bonds Index
Vanguard Windsor Fund Admiral Shares US Large Cap Active
Vanguard Institutional 500 Index Trust US Large Cap Index
Vanguard Institutional Extended Market Index Trust US Small Cap Index
PIMCO International Bond Fund (US Dollar Hedged) International Bonds Active
Vanguard Institutional Total International Stock Market Index Trust International Equity Index
Dodge & Cox Balanced Fund Balanced/Allocation Active
Loomis Sayles Core Plus Trust: Class A US Bonds Active
Vanguard Target Retirement Income Trust Plus Target-date Index
Vanguard Target Retirement 2020 Trust Plus Target-date Index
Vanguard Target Retirement 2025 Trust Plus Target-date Index
Vanguard Target Retirement 2030 Trust Plus Target-date Index
Vanguard Target Retirement 2035 Trust Plus Target-date Index
Vanguard Target Retirement 2040 Trust Plus Target-date Index
Vanguard Target Retirement 2045 Trust Plus Target-date Index
Vanguard Target Retirement 2050 Trust Plus Target-date Index
Vanguard Target Retirement 2055 Trust Plus Target-date Index
Vanguard Target Retirement 2060 Trust Plus Target-date Index
Vanguard Target Retirement 2065 Trust Plus Target-date Index
Vanguard Target Retirement 2070 Trust Plus Target-date Index
Bayer Corporation Stable Value Fund Stable Value Other

Why our allocations use only index funds

The actively managed funds in this plan cost more per year than the plan's index funds, which run roughly 0.02% to 0.06%. Decades of research on long-term active fund performance do not support reliable outperformance net of fees, which is why the allocation ideas below may consider using only the low-cost index options.

Employer match

Match summary
100% on the first 3% and 50% on the next 4% of eligible pay
Match cap --
Effective match rate --
Vesting Participants are immediately vested in their own contributions and Company matching contributions; the Company retirement contribution vests fully after three years of vesting service.
Waiting period Not disclosed in the 2024 filing

Sources

  • Plan metadata (employer, participants, assets, plan year): Form 5500 annual return/report, plan year 2024 -- view filing
  • Summary Plan Description (SPD) and fee disclosure (404a-5), where available from the plan administrator.

This page is for educational purposes only and does not constitute investment, tax, or legal advice, nor a recommendation to buy or sell any security. Information is drawn from public Form 5500 filings and plan documents and may be incomplete or out of date. You may consider consulting a qualified professional and confirming all details with your plan administrator before making decisions. Waterfall Planning is not affiliated with Bayer.

Find your risk profile

Answer 13 questions to see which allocation fits your situation.

Question 1 of 13

Risk assessment methodology based on Grable, J. E., & Lytton, R. H. (1999). Financial risk tolerance revisited: The development of a risk assessment instrument. Financial Services Review, 8, 163-181.

Allocation ideas

Five sample mixes built from this plan's funds, from conservative to growth. Take the assessment above to see which one fits your risk profile.

Recommended for you (based on your risk profile)
Conservative
Conservative

Capital preservation with minimal market exposure, built from bonds and stable value.

US equity   International   Bonds   Stable value
Blackrock US Treasury Inflation Protected Securities Index Fund 70%
Bayer Corporation Stable Value Fund 30%
0% stocks / 100% bonds
Recommended for you (based on your risk profile)
Income & A Little Growth
Income & A Little Growth

Mostly bonds with a small stock sleeve for modest growth.

US equity   International   Bonds   Stable value
Blackrock US Treasury Inflation Protected Securities Index Fund 49%
Bayer Corporation Stable Value Fund 21%
Vanguard Institutional 500 Index Trust 19%
Vanguard Institutional Total International Stock Market Index Trust 8%
Vanguard Institutional Extended Market Index Trust 3%
30% stocks / 70% bonds
Recommended for you (based on your risk profile)
Balanced
Balanced

A classic 60/40 split of stocks and bonds.

US equity   International   Bonds   Stable value
Vanguard Institutional 500 Index Trust 39%
Blackrock US Treasury Inflation Protected Securities Index Fund 28%
Vanguard Institutional Total International Stock Market Index Trust 15%
Bayer Corporation Stable Value Fund 12%
Vanguard Institutional Extended Market Index Trust 6%
60% stocks / 40% bonds
Recommended for you (based on your risk profile)
Growth & Income
Growth & Income

Stock-heavy with a bond cushion for a long horizon.

US equity   International   Bonds   Stable value
Vanguard Institutional 500 Index Trust 52%
Vanguard Institutional Total International Stock Market Index Trust 20%
Blackrock US Treasury Inflation Protected Securities Index Fund 14%
Vanguard Institutional Extended Market Index Trust 8%
Bayer Corporation Stable Value Fund 6%
80% stocks / 20% bonds
Recommended for you (based on your risk profile)
Growth
Growth

All stocks for maximum long-term growth potential, with higher short-term volatility.

US equity   International   Bonds   Stable value
Vanguard Institutional 500 Index Trust 65%
Vanguard Institutional Total International Stock Market Index Trust 25%
Vanguard Institutional Extended Market Index Trust 10%
100% stocks / 0% bonds
Stay on track

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  • What your match is really worth
  • How to keep costs low with index funds
  • Plan updates when your filing changes

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These allocation ideas are educational illustrations built from this plan's available funds and a standard risk-tolerance assessment. They are not personalized investment advice or a recommendation, and risk tolerance is only one factor in an investment decision. You may consider consulting a qualified professional before making changes to your account.