401(k) · DOL Form 5500 · 2023

Anaplan, Inc. 401(k) Plan

Data updated 2026-08-25

$103M
Total assets Near avg plan size
1,263
Participants Near avg headcount
91st
Percentile by assets National rank
$81,617
Avg per participant Below avg balance/head
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Official DOL plan name: Anaplan, Inc. 401(k) Plan · Sponsored by Anaplan, Inc. · California · Professional & Technical Services

$103M in assets, 1,263 participants

Anaplan, Inc.'s Anaplan, Inc. 401(k) Plan reported $103M in total assets and 1,263 participants in its 2023 DOL Form 5500 filing, ranking in the 91st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #18,828 in Professional & Technical Services (20,321 peers)

Coverage in California

Anaplan, Inc. 401(k) Plan covers 1,263 participants in California, 2.0x the typical California plan (state average ~630 per filing). Assets: $103M.

#18,828
in Professional & Technical Services (20,321 peers)
+32.4%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Anaplan, Inc. 401(k) Plan's outsized position by total assets

Anaplan, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$103,082,656 Top 9% higher than 91% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Anaplan, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Anaplan, Inc. 401(k) Plan lands in the large band (1,263 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Anaplan, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Anaplan, Inc. 401(k) Plan end-of-year assets rose from $78M in the plan year 2022 filing to $103M in the plan year 2023 filing.
  • Anaplan, Inc. 401(k) Plan reported participants rose from 1,173 in the plan year 2022 filing to 1,263 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 270897861 · Anaplan, Inc. PY 2023 · 401(k)

Anaplan, Inc. 401(k) Plan · $103M · 1,263 · 91st

  • PART $103M
  • PART 1,263
  • PART 91st
  • PART 401(k)
  • PART near Tgs-Nopec Geophysical Company 401(k) Profit
  • PART ind #18828

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in California →

Anaplan, Inc. 401(k) Plan in the asset neighbourhood

Plumbers & Steamfitters Local 434 and Mca Supplemental 401(k)Plumbers & Steamfitters Loca…$103MErnst Enterprises Retirement Savings PlanErnst Enterprises Retirement…$103MTgs-Nopec Geophysical Company 401(k) ProfitTgs-Nopec Geophysical Compan…$103MAnaplan, Inc. 401(k) Plan$103MCambridge Savings Bank Employee Welfare Savings PlanCambridge Savings Bank Emplo…$103M
End-of-year total assets ($M) among Anaplan, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$103M
Net Income$25M
Employer EIN270897861
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Anaplan, Inc.)

Sponsor-wide plan assets over time

All Anaplan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$125M 60.112414333697515% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $77.9M $125M ▲ +60.1%
Year Plans Participants Total Assets
2022 1 1,173 $78M
2023 1 1,263 $103M
2024 1 834 $125M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Anaplan, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Anaplan, Inc. 401(k) Plan, Total assets ($B): 0.103082656 · Participants: 1263Anaplan, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Anaplan, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Anaplan, Inc. 401(k) Plan side-by-side with 3 peers →

Anaplan, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tgs-Nopec Geophysical Company 401(k) Profit in TX ($103M); by covered participants it is Bloomberg Industry Group, Inc. 401(k) Plan in VA (1,263 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,263 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Anaplan, Inc. 401(k) Plan assets move in 2023? ▼
Anaplan, Inc. 401(k) Plan surged - up 32.4% during 2023, from $78M to $103M. Reported net income was $25M.
How have Anaplan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anaplan, Inc.'s sponsor-wide assets grew 60.1%, from $78M to $125M.
Where does Anaplan, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Anaplan, Inc. 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Anaplan, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tgs-Nopec Geophysical Company 401(k) Profit in TX ($103M, 344 participants).
Which 401(k) plans cover a similar participant headcount to Anaplan, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bloomberg Industry Group, Inc. 401(k) Plan in VA (1,263 participants, $408M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 270897861.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.