401(k) · DOL Form 5500 · 2022

Epic Systems Corporation 401(k) Plan

Data updated 2026-08-11

$1.7B
Total assets
10,964
Participants
99th
Percentile by assets
$156,510
Avg per participant
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Official DOL plan name: Epic Systems Corporation 401(k) Plan · Sponsored by Epic Systems Corporation · Wisconsin · Professional & Technical Services

$1.7B in assets, 10,964 participants

Epic Systems Corporation's Epic Systems Corporation 401(k) Plan reported $1.7B in total assets and 10,964 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • 99th percentile by assets (of 139,126 plans)
  • #21,477 in Professional & Technical Services (21,562 peers)

Coverage in Wisconsin

Epic Systems Corporation 401(k) Plan covers 10,964 participants in Wisconsin, 19x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.7B.

$1.7B
total plan assets (2022 EOY)
10,964
covered participants
99th
percentile by assets (of 139,126 plans)
$156,510
avg assets per participant

The plan reported a net loss of $201M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Epic Systems Corporation 401(k) Plan sits by total assets

Epic Systems Corporation 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,715,970,275 Top 1% higher than 99% of 139,123 filed plans

This plan $0 $2,010,000,000 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 2022

State
Wisconsin
Industry
Professional & Technical Services

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Epic Systems Corporation 401(k) Plan reports 10,964 participants - 19x that state average ($1.7B EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$1.9B
Net Assets (End of Year)$1.7B
Net Income-$201M
Employer EIN391319950
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Epic Systems Corporation)

$1.5B$2B$2.5B$3B$3.5B 202220232024 $1.72B $2.9B ▲ +68.6%
Total plan assets by year, all Epic Systems Corporation plans on file
Year Plans Participants Total Assets
2022 1 10,964 $1.7B
2023 1 12,331 $2.3B
2024 1 13,955 $2.9B

Nearby 401(k) Plans in Wisconsin

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

Epic Systems Corporation 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Epic Systems Corporation 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 50001000015000200002500030000 123456 Total assets ($B) Participants Epic Systems Corpora…Johnson Controls Ret…Fiserv 401(k) Saving…Kimberly-Clark Corpo…Rockwell Automation …Nm Employee Savings …
Epic Systems Corporation 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Epic Systems Corporation 401(k) Plan side-by-side with 3 peers →

Scale composition for Epic Systems Corporation 401(k) Plan

Epic Systems Corporation 401(k) Plan reports $1.7B in end-of-year assets across 10,964 participants (0.014% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $156,510 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2022 was -$201M.

This plan identity (EIN 391319950, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.7B to $2.9B (+69.1%) while covered participants moved from 10,964 to 13,955 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 10,964 $1.7B This page
2023 12,331 $2.3B Open filing
2024 · index core 13,955 $2.9B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Epic Systems Corporation 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Epic Systems Corporation 401(k) Plan assets move in 2022? ▼
Epic Systems Corporation 401(k) Plan pulled back noticeably - down 10.5% during 2022, from $1.9B to $1.7B. Reported net income was -$201M.
How have Epic Systems Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epic Systems Corporation's sponsor-wide assets grew 69.1%, from $1.7B to $2.9B.
Where does Epic Systems Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Epic Systems Corporation 401(k) Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Epic Systems Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Netjets Aviation, Inc. 401(k) Retirement Plan in OH ($1.7B, 2,860 participants).

Next read for Epic Systems Corporation 401(k) Plan

Filing takeaways

Ways to act on Epic Systems Corporation 401(k) Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391319950.

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.