401(k) · DOL Form 5500 · 2022

Oracle Financial Services Software, Inc. 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
292
Participants Below avg headcount
90th
Percentile by assets National rank
$228,708
Avg per participant Above avg balance/head
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Official DOL plan name: Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan · Sponsored by Oracle Financial Services Software, Inc. · New Jersey · Retail Trade

$67M in assets, 292 participants

Oracle Financial Services Software, Inc.'s Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan reported $67M in total assets and 292 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #9,026 in Retail Trade (9,519 peers)

Coverage in New Jersey

Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan covers 292 participants in New Jersey, about 35% of the average New Jersey filer (state average ~844 per filing). Assets: $67M.

#9,026
in Retail Trade (9,519 peers)
-24.3%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$66,782,758 Top 10% higher than 90% of 139,123 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 2022

Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (292 participants).

Plan-year Form 5500 strip

Filing strip 134200183 · Oracle Financial Services Software, Inc. PY 2022 · 401(k)

Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan · $67M · 292 · 90th

  • EBSA $67M
  • EBSA 292
  • EBSA 90th
  • EBSA 401(k)
  • EBSA near Upwork Retirement Savings Plan
  • EBSA ind #9026

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 Retail Trade retirement plans → · Plans in New Jersey →

Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Meridian Industries, Inc. Retirement PlanMeridian Industries, Inc. Re…$67MOracle Financial Services Software Inc. 401(k) Profit Sharing PlanOracle Financial Services So…$67MUpwork Retirement Savings PlanUpwork Retirement Savings Pl…$67MOxbo International Retirement Savings PlanOxbo International Retiremen…$67MHuman Resources, Inc. Retirement Savings PlanHuman Resources, Inc. Retire…$67M
End-of-year total assets ($M) among Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$67M
Net Income-$21M
Employer EIN134200183
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oracle Financial Services Software, Inc.)

Sponsor-wide plan assets over time

All Oracle Financial Services Software, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$91M 36.916188756385296% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $66.8M $91.4M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 292 $67M
2023 1 305 $81M
2024 1 299 $91M

Nearby 401(k) Plans in New Jersey

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

Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.066782758 · Participants: 292Oracle Financial Services Software Inc. 401(k) Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Upwork Retirement Savings Plan in CA ($67M); by covered participants it is Techsource, Inc. 401(k) Profit Sharing Plan in NM (292 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($67M here).

Similar participant headcount

Nearest other-state filings by covered participants (292 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan declined sharply - down 24.3% during 2022, from $88M to $67M. Reported net income was -$21M.
How have Oracle Financial Services Software, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oracle Financial Services Software, Inc.'s sponsor-wide assets grew 36.9%, from $67M to $91M.
Where does Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Upwork Retirement Savings Plan in CA ($67M, 644 participants).
Which 401(k) plans cover a similar participant headcount to Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Techsource, Inc. 401(k) Profit Sharing Plan in NM (292 participants, $10M in assets).

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 134200183.

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.