Employers › Analog Devices
Recordkeeping fees per participant · Analog Devices, Inc. the Investment Partnership Plan · plan year 2024
$13.28
Higher than 16% of the 790 plans over $1B that report it.
= $151,072 / 11,372
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250919102747NAL0002947011001, received 2025-09-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250919102747NAL0002947011001, received 2025-09-19
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-19.
Administrative expenses excluding investment management, per participant
$40.54
Higher than 42% of the 1,045 plans over $1B that report it.
= $460,974 / 11,372
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250919102747NAL0002947011001, received 2025-09-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250919102747NAL0002947011001, received 2025-09-19
Administrative expenses per participant
$40.54
Higher than 22% of the 1,076 plans over $1B that report it.
= $460,974 / 11,372
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250919102747NAL0002947011001, received 2025-09-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250919102747NAL0002947011001, received 2025-09-19
Administrative expenses as a share of assets
0.011%
Higher than 9% of the 1,076 plans over $1B that report it.
= $460,974 / $4,337,949,971
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250919102747NAL0002947011001, received 2025-09-19
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250919102747NAL0002947011001, received 2025-09-19
Employer contributions per participant
$6,504
Higher than 79% of the 1,135 plans over $1B that report it.
= $73,966,339 / 11,372
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250919102747NAL0002947011001, received 2025-09-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250919102747NAL0002947011001, received 2025-09-19
Employer share of total contributions
39.6%
Higher than 73% of the 1,135 plans over $1B that report it.
= $73,966,339 / $186,989,490
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250919102747NAL0002947011001, received 2025-09-19
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250919102747NAL0002947011001, received 2025-09-19
Plan terms are described in Analog Devices, Inc.'s SEC filings: Form 10-K filed 2025-11-25. No term could be quoted from them with the required precision.
3F · 2T default investment (QDIA) · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2R participant brokerage window · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250919102747NAL0002947011001, received 2025-09-19
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ANALOG DEVICES, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Plan name | ANALOG DEVICES, INC. THE INVESTMENT PARTNERSHIP PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Sponsor EIN / plan number | 04-2348234 / 003 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Sponsor location | WILMINGTON, MA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Industry (business code) | 334410, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Filing received | 2025-09-19 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Participants, beginning of year | 11,626 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Active participants | 6,764 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Participants, end of year | 11,411 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Participants with an account balance | 11,372 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Total assets, beginning of year | $3,895,939,748 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Total assets, end of year | $4,337,949,971 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Net assets, end of year | $4,336,655,069 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Total income | $826,411,657 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Net income | $441,571,306 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Employer contributions | $73,966,339 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Participant contributions | $100,595,870 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Other contributions (incl. rollovers) | $12,427,281 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Total contributions | $186,989,490 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Benefit payments | $384,260,708 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Total expenses (incl. benefit payments) | $384,840,351 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Total administrative expenses | $460,974 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Recordkeeping fees | $151,072 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Investment advisory and management fees | $0 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Administrative expenses excluding investment management | $460,974 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Held in common/collective trusts | $2,821,909,655 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Held in mutual funds | $1,134,051,630 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250919102747NAL0002947011001, received 2025-09-19 |
| Independent auditor | ERNST & YOUNG LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250919102747NAL0002947011001, received 2025-09-19 |
Position = column in the DOL layout for form year 2024. Filing 20250919102747NAL0002947011001, received 2025-09-19.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $210,984 | yes |
| AON INVESTMENTS USA INC. | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $177,902 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250919102747NAL0002947011001, received 2025-09-19.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $3,895,939,748 | $4,337,949,971 | 11.3% |
| Participants with a balance | 11,609 | 11,372 | -2.0% |
| Administrative expenses | $560,440 | $460,974 | -17.7% |
| Recordkeeping fees per participant | $24.79 | $13.28 | -46.4% |
| Employer contributions | $76,960,812 | $73,966,339 | -3.9% |
Prior filing 20241009134945NAL0010693059001, received 2024-10-09; the plan years are contiguous.
Sponsor name as filed: ANALOG DEVICES, INC.; SEC registrant: ANALOG DEVICES INC (CIK 6281, matched by EIN; display name from the Form 10-K cover).