401(k) · DOL Form 5500 · 2022

Ebix, Inc. 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
434
Participants Below avg headcount
87th
Percentile by assets National rank
$105,584
Avg per participant Below avg balance/head
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Official DOL plan name: Ebix, Inc. Cash Option Profit Sharing Trust · Sponsored by Ebix, Inc. · Georgia · Professional & Technical Services

$46M in assets, 434 participants

Ebix, Inc.'s Ebix, Inc. Cash Option Profit Sharing Trust reported $46M in total assets and 434 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #19,020 in Professional & Technical Services (21,562 peers)

Coverage in Georgia

Ebix, Inc. Cash Option Profit Sharing Trust covers 434 participants in Georgia, about 40% of the average Georgia filer (state average ~1,096 per filing). Assets: $46M.

#19,020
in Professional & Technical Services (21,562 peers)
-22.0%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ebix, Inc. Cash Option Profit Sharing Trust's outsized position by total assets

Ebix, Inc. Cash Option Profit Sharing Trust vs every filed plan by assets

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

$45,823,564 Top 13% higher than 87% 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

Ebix, Inc. Cash Option Profit Sharing Trust 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. Ebix, Inc. Cash Option Profit Sharing Trust sits mid-pack in the medium band (434 participants).

EBSA filing schedule strip

Filing strip 770021975 · Ebix, Inc. PY 2022 · 401(k)

Ebix, Inc. Cash Option Profit Sharing Trust · $46M · 434 · 87th

  • ASSETS $46M
  • PCT 434
  • EIN 87th
  • RANK 401(k)
  • PHOTO near Excel Group 401(k) Savings Plan
  • IND ind #19020

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 Professional & Technical Services retirement plans → · Plans in Georgia →

Ebix, Inc. Cash Option Profit Sharing Trust in the asset neighbourhood

Ubs Financial Services Inc of Puerto Rico Savings Plus Plan TrustUbs Financial Services Inc o…$46MEbix, Inc. Cash Option Profit Sharing TrustEbix, Inc. Cash Option Profi…$46MExcel Group 401(k) Savings PlanExcel Group 401(k) Savings P…$46MMan Capital Corporation & Affiliated Companies 401(k) Deferred Income Savings PlanMan Capital Corporation & Af…$46MThe Contractors Retirement PlanThe Contractors Retirement P…$46M
End-of-year total assets ($M) among Ebix, Inc. Cash Option Profit Sharing Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$46M
Net Income-$13M
Employer EIN770021975
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ebix, Inc.)

Sponsor-wide plan assets over time

All Ebix, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 3.0932753288242703% vs 2022
2024 filing year
$45M$50M$55M 202220232024 $45.8M $47.2M ▲ +3.1%
Year Plans Participants Total Assets
2022 1 434 $46M
2023 1 438 $53M
2024 1 419 $47M

Nearby 401(k) Plans in Georgia

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

Ebix, Inc. Cash Option Profit Sharing Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Ebix, Inc. Cash Option Profit Sharing Trust, Total assets ($B): 0.045823564 · Participants: 434Ebix, Inc. Cash Option Profit Sharing TrustThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Ebix, Inc. Cash Option Profit Sharing Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Ebix, Inc. Cash Option Profit Sharing Trust side-by-side with 3 peers →

Ebix, Inc. Cash Option Profit Sharing Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Excel Group 401(k) Savings Plan in LA ($46M); by covered participants it is Emprise Bank 401(k) Plan in KS (434 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (434 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 Ebix, Inc. Cash Option Profit Sharing Trust assets move in 2022? ▼
Ebix, Inc. Cash Option Profit Sharing Trust declined sharply - down 22.0% during 2022, from $59M to $46M. Reported net income was -$13M.
How have Ebix, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ebix, Inc.'s sponsor-wide assets grew 3.1%, from $46M to $47M.
Where does Ebix, Inc. Cash Option Profit Sharing Trust rank by assets among Form 5500 filers? ▼
Ebix, Inc. Cash Option Profit Sharing Trust ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ebix, Inc. Cash Option Profit Sharing Trust? ▼
Among 401(k) plans in other states, the closest by assets is Excel Group 401(k) Savings Plan in LA ($46M, 1,784 participants).
Which 401(k) plans cover a similar participant headcount to Ebix, Inc. Cash Option Profit Sharing Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Emprise Bank 401(k) Plan in KS (434 participants, $41M 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 770021975.

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.