401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-11

$67M
Total assets
292
Participants
90th
Percentile by assets
$228,708
Avg per participant
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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.

  • 90th percentile by assets (of 139,126 plans)
  • #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.

$67M
total plan assets (2022 EOY)
292
covered participants
90th
percentile by assets (of 139,126 plans)
$228,708
avg assets per participant

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.

Where Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan sits 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 $2,010,000,000 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
New Jersey
Industry
Retail Trade

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan reports 292 participants - about 35% of that state average ($67M EOY assets).

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.)

$60M$70M$80M$90M$100M 202220232024 $66.8M $91.4M ▲ +36.9%
Total plan assets by year, all Oracle Financial Services Software, Inc. plans on file
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 ($B) Participants Oracle Financial Ser…, Total assets ($B): 0.066782758 · Participants: 292Oracle Financial Ser…JPMorgan Chase 401(k…, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k…Verizon Savings Plan…, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan…Johnson and Johnson …, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson …Pfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retire…, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retire…
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. … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan by total assets, not by location.

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).

Next read for Oracle Financial Services Software Inc. …

Filing takeaways

Ways to act on Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan's numbers.

  • By total assets, Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
  • Oracle Financial Services Software, Inc.'s sponsor-wide assets have grown 36.9% since 2022 across 3 plan years on file. More Retail Trade plans

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.