401(k) · DOL Form 5500 · 2022

Epicor Software Corporation 401(k) Plan

Data updated 2026-08-25

$467M
Total assets Above avg plan size
1,724
Participants Near avg headcount
98th
Percentile by assets National rank
$271,122
Avg per participant High balance/head
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Official DOL plan name: Epicor Software 401(k) Savings Plan · Sponsored by Epicor Software Corporation · Texas · Information & Media

$467M in assets, 1,724 participants

Epicor Software Corporation's Epicor Software 401(k) Savings Plan reported $467M in total assets and 1,724 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #2,792 in Information & Media (2,911 peers)

Coverage in Texas

Epicor Software 401(k) Savings Plan covers 1,724 participants in Texas, 2.5x the typical Texas plan (state average ~688 per filing). Assets: $467M.

#2,792
in Information & Media (2,911 peers)
-22.6%
assets change YoY
4.7×
vs typical plan assets (national mean)

The plan reported a net loss of $137M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Epicor Software 401(k) Savings Plan's outsized position by total assets

Epicor Software 401(k) Savings Plan vs every filed plan by assets

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

$467,413,721 Top 2% higher than 98% 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

Epicor Software 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Epicor Software 401(k) Savings Plan lands in the large band (1,724 participants).

DOL schedule card

Filing strip 451478440 · Epicor Software Corporation PY 2022 · 401(k)

Epicor Software 401(k) Savings Plan · $467M · 1,724 · 98th

  • BOOK $467M
  • BOOK 1,724
  • BOOK 98th
  • BOOK 401(k)
  • BOOK near Rga Savings Plan
  • BOOK ind #2792

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 Information & Media retirement plans → · Plans in Texas →

Epicor Software 401(k) Savings Plan in the asset neighbourhood

Entegris, Inc. 401(k) Savings & Profit Sharing PlanEntegris, Inc. 401(k) Saving…$468MHancock Whitney Corporation 401(k) Savings PlanHancock Whitney Corporation …$468MRga Savings Plan$468MEpicor Software 401(k) Savings PlanEpicor Software 401(k) Savin…$467MNational Basketball Association Players' 401(k) Savings PlanNational Basketball Associat…$467M
End-of-year total assets ($M) among Epicor Software 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$604M
Net Assets (End of Year)$467M
Net Income-$137M
Employer EIN451478440
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Epicor Software Corporation)

Sponsor-wide plan assets over time

All Epicor Software Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$619M 32.35593462606118% vs 2022
2024 filing year
$450M$500M$550M$600M$650M 202220232024 $467M $619M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 1,724 $467M
2023 1 1,978 $540M
2024 1 1,956 $619M

Nearby 401(k) Plans in Texas

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

Epicor Software 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Epicor Software 401(k) Savings Plan, Total assets ($B): 0.467413721 · Participants: 1724Epicor Software 401(k) Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Epicor Software 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Epicor Software 401(k) Savings Plan side-by-side with 3 peers →

Epicor Software 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Rga Savings Plan in MO ($468M); by covered participants it is Axon 401(k) Plan in AZ (1,724 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($467M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,724 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 Epicor Software 401(k) Savings Plan assets move in 2022? ▼
Epicor Software 401(k) Savings Plan declined sharply - down 22.6% during 2022, from $604M to $467M. Reported net income was -$137M.
How have Epicor Software Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epicor Software Corporation's sponsor-wide assets grew 32.4%, from $467M to $619M.
Where does Epicor Software 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Epicor Software 401(k) Savings Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Epicor Software 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rga Savings Plan in MO ($468M, 1,810 participants).
Which 401(k) plans cover a similar participant headcount to Epicor Software 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Axon 401(k) Plan in AZ (1,724 participants, $106M 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 451478440.

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.