Plan5500

Anaplan, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Anaplan, Inc. (EIN 27-0897861) is a plan sponsor located in San Francisco, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-0897861
Location
San Francisco, CA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$103.1MSummed across loaded plans$103,082,656
Total reported assets$103.1M$103,082,656
Total reported participants2.8K2,760
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$103.1M total assets
Net assets$103.1MLiabilities$0
Contributions & income
Employer contributions$6.4M
Participant contributions$18M
Total income / additions$44.5M
Expenses & distributions
Benefits paid / distributions$19.1M
Total expenses$19.3M
Net increase / (decrease)$25.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Anaplan, Inc. 401k Plan
Participants per plan1,380Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Anaplan, Inc. 401k Plan$103.1M
    Plan #001 · 1,619 participants · 2023
  2. 2
    Anaplan, Inc. Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 1,141 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Anaplan, Inc.
YearPlanParticipantsSchedulesFiling
2023Anaplan, Inc. Health And Welfare Plan1,141—20240529164929NAL0006416819001
2023Anaplan, Inc. 401k Plan1,619H, C20241016081159NAL0015711811001

Related Form 5500 pages