Analog Devices, Inc. The Investment Partnership Plan — Form 5500 plan (Analog Devices, Inc.)

Plain-English plan 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, Analog Devices, Inc. The Investment Partnership Plan is a benefit plan reported by Analog Devices, Inc. under EIN 04-2348234 and plan number 003. The latest loaded filing year is 2023. The filing reports 11,292 participants and $3,895,939,748 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Analog Devices, Inc.
EIN
04-2348234
Plan number
003
Plan type
2
Location
Wilmington, MA
Latest filing year
2023
Participants
11,292
End-of-year plan assets
$3,895,939,748

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202311,292H, C20241009134945NAL0010693059001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,895,939,748
Total liabilities (EOY)
$855,985
Net assets (EOY)
$3,895,083,763
Net assets (BOY)
$3,376,530,928

Income & contributions

Employer contributions
$76,960,812
Participant contributions
$114,588,256
Total contributions
$212,187,045
Total income / additions
$846,707,780

Expenses & distributions

Benefits paid
$327,218,443
Administrative expenses
$560,440
Total expenses
$328,154,945
Net increase / (decrease)
$518,552,835

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$348,452$02023
Aon Investments Usa IncCONSULTANT$140,642not reported in the loaded dataset2023

Related Form 5500 pages