Halozyme 401(k) Plan

The Halozyme Therapeutics, Inc. 401(k) Plan is a defined contribution plan covering employees of Halozyme, Inc. and Antares Pharma, Inc. As of December 31, 2024, the plan had 353 active participants and total plan assets of $79,863,304. The plan is administered by Halozyme, Inc. and recordkept by Fidelity Investments Institutional.

Participants: 536 Plan assets: $79,863,304 Plan number: 001 Form 5500 plan year: 2024 Last verified: Jun 16, 2026 View Form 5500
Match
50% Match
Vesting
Participants are fully vested in contributions and employer contributions plus earnings upon eligibility.
Investment Options
27 funds
Plan Size
$79,863,304

By Zac Murphy, CFA charterholder and CFP professional. Published June 16, 2026. Verified against Form 5500 plan year 2024.

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Fund lineup

Fund Asset Class Type
Fidelity Total Market Index Fund US Large Cap Index
American Funds 2045 Target Date Retirement Fund Class R-6 Target-date Other
American Funds 2030 Target Date Retirement Fund Class R-6 Target-date Other
American Funds 2035 Target Date Retirement Fund Class R-6 Target-date Other
American Funds 2040 Target Date Retirement Fund Class R-6 Target-date Other
Harbor Capital Appreciation Fund Retirement US Large Cap Active
Vanguard Equity Income Fund Admiral US Large Cap Active
Fidelity Small-Cap Value Fund US Small Cap Active
American Funds 2050 Target Date Retirement Fund Class R-6 Target-date Other
American Funds 2055 Target Date Retirement Fund Class R-6 Target-date Other
American Funds 2025 Target Date Retirement Fund Class R-6 Target-date Other
Fidelity Total International Index Fund International Equity Index
American Funds 2020 Target Date Retirement Fund Class R-6 Target-date Other
Fidelity Real Estate Investment Portfolio Real Estate Active
Fidelity US Bond Index Fund US Bonds Index
Hood River Small-Cap Growth Fund US Small Cap Active
Fidelity Overseas Fund International Equity Active
American Funds 2060 Target Date Retirement Fund Class R-6 Target-date Other
Dodge & Cox Income Fund Class X US Bonds Active
American Funds 2065 Target Date Retirement Fund Class R-6 Target-date Other
BlackRock High Yield Bond Portfolio, Class K High Yield Bonds Active
Fidelity Inflation Protected Bond Index Fund US Bonds Index
American Funds 2070 Target Date Retirement Fund Class R-6 Target-date Other
Vanguard Total Intl Bd Idx Admiral International Bonds Index
American Funds 2015 Target Date Retirement Fund Class R-6 Target-date Other
MORLEY STABLE VALUE FUND Stable Value Other
The Gabelli U.S. Treasury Money Market Fund Money Market Active

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
50% match on the first 100% of eligible compensation deferred to the Plan
Match cap 50% of pay
Effective match rate 100%
Vesting Participants are fully vested in contributions and employer contributions plus earnings upon eligibility.
Waiting period Employees at least 21 years of age are eligible to participate.
$
Contribute this much to capture the full match
50% of your eligible pay, every paycheck.

50% match on the first 100% of eligible compensation deferred to the Plan Contributing less than 50% of your eligible pay leaves part of Halozyme Therapeutics's match unclaimed.

What the match is worth at your pay After 1 year of service, contributing 50%
Annual pay Your contribution Employer match Total to 401(k)

Estimates assume a constant salary and the match formula shown above. Your actual match depends on your plan's exact terms.

The cost of contributing only --%

On a $60,000 salary, contributing just half the match threshold would leave about -- in employer match unclaimed each year. Invested over 20 years at a hypothetical 7% annual return, that forgone match could have grown to roughly -- (a hypothetical illustration, not a projection). The match is the highest-return contribution you will make all year.

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 Halozyme Therapeutics.

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
Fidelity US Bond Index Fund 70%
MORLEY 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
Fidelity US Bond Index Fund 49%
MORLEY STABLE VALUE FUND 21%
Fidelity Total Market Index Fund 19%
Fidelity Total International Index Fund 8%
Fidelity Small-Cap Value Fund 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
Fidelity Total Market Index Fund 39%
Fidelity US Bond Index Fund 28%
Fidelity Total International Index Fund 15%
MORLEY STABLE VALUE FUND 12%
Fidelity Small-Cap Value Fund 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
Fidelity Total Market Index Fund 52%
Fidelity Total International Index Fund 20%
Fidelity US Bond Index Fund 14%
Fidelity Small-Cap Value Fund 8%
MORLEY 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
Fidelity Total Market Index Fund 65%
Fidelity Total International Index Fund 25%
Fidelity Small-Cap Value Fund 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.