Plan5500

Align Technology — 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, Align Technology (EIN 94-3267295) is a plan sponsor located in San Jose, 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
94-3267295
Location
San Jose, CA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Align Technology

  • 3 loaded plans hold $338M in reported assets.
  • The largest, Align Technology, Inc. 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 6,992 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$338MSummed across loaded plans$337,973,303
Total reported assets$338M$337,973,303
Total reported participants7K6,992
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$338M total assets
Net assets$338MLiabilities$0
Contributions & income
Employer contributions$9.1M
Participant contributions$31.9M
Total income / additions$96.6M
Expenses & distributions
Benefits paid / distributions$21.9M
Total expenses$22.3M
Net increase / (decrease)$74.3M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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%Align Technology, Inc. 401(K) Profit Sharing Plan
Participants per plan2,331Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Align Technology, Inc. 401(K) Profit Sharing Plan$338M
    Plan #001 · 2,854 participants · 2023
  2. 2
    Align Technology, Inc. Severance Benefit Plan For Reductions In Force And Position Eliminationsnot reported in the loaded dataset
    Plan #514 · 2,156 participants · 2023
  3. 3
    Align Technology, Inc. Health And Welfare Plannot reported in the loaded dataset
    Plan #502 · 1,982 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Align Technology. Open one for its full reported snapshot.

  1. 2023
    Align Technology, Inc. Health And Welfare Plan1,982 participants · 2No schedules
    View filing →
  2. 2023
    Align Technology, Inc. Severance Benefit Plan For Reductions In Force And Position Eliminations2,156 participants · 2No schedules
    View filing →
  3. 2023
    Align Technology, Inc. 401(K) Profit Sharing Plan2,854 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Align Technology report on Form 5500?
Align Technology (EIN 94-3267295) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Align Technology?
The Employer Identification Number (EIN) reported for Align Technology is 94-3267295.
What is the latest Form 5500 filing year for Align Technology?
The latest loaded Form 5500 filing year for Align Technology is 2023.

Related Form 5500 pages