Plan Ledger DOL Form 5500 · updated monthly

Anaplan, Inc.401(k)

ANAPLAN, INC. 401K PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.16%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Anaplan, Inc. reported $185,267 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $4,417 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.19% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 839th-largest of 9,483 plans among California employers on file, and the 1,233rd of 11,654 in professional & technical services. In 2024, employees put in $4.06 for every $1.00 the employer contributed; active participation has shrunk from 1,263 to 849 since 2022.

Plan summary
Net assets, end of year$124,689,163
Participants with balances1,505
Active participants849
Employer contributions$3,749,693
Employee contributions$15,235,128
Employer contribution per active participant$4,417
Average account balance$82,850
Benefits paid to participants$17,876,904
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$124.7M · 1,505 accts · $3.7M emplr
2023$103.1M · 1,338 accts · $6.4M emplr
2022$77.9M · 1,389 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$98,613
Investment management$86,654
Total administrative$185,267
The Anaplan, Inc. 401(k) match · 2024
Employer contribution per active participant$4,417
Median for plans this size$3,635
2024$4,417 per active participant
2023$7,646 per active participant
2022$1,937 per active participant

Anaplan, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$98,678
SILICON VALLEY RETIREMENT SERVICES · Investment advisory (plan)$47,764
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$38,890

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$185,267 · 0.16%
2023$177,923 · 0.20%
2022$147,517 · 0.19%
Same employer
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Eshares, Inc. dba Carta Inc. CA$129.0M · 0.38%
Stellar Solutions, Inc. CA$126.4M · 0.03%
Penske Media Corporation CA$126.2M · 0.28%
Anduril Industries Inc CA$123.9M · 0.03%
Degenkolb Engineers CA$123.1M · 0.11%
Mindbody, Inc. CA$122.8M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270897861 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.