401(k) · DOL Form 5500 · 2023
Oracle Corporation 401(k) Plan
Data updated 2026-08-25
- $26.3B
- Total assets Mega-plan scale
- 63,105
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $417,090
- Avg per participant High balance/head
Official DOL plan name: Oracle Corporation 401(k) Savings and Investment Plan · Sponsored by Oracle Corporation · California · Professional & Technical Services
$26.3B in assets, 63,105 participants
Oracle Corporation's Oracle Corporation 401(k) Savings and Investment Plan reported $26.3B in total assets and 63,105 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #20,320 in Professional & Technical Services (20,321 peers)
Coverage in California
Oracle Corporation 401(k) Savings and Investment Plan covers 63,105 participants in California, 100x the typical California plan (state average ~630 per filing). Assets: $26.3B.
- #20,320
- in Professional & Technical Services (20,321 peers)
- +20.5%
- assets growth YoY
- 264×
- vs typical plan assets (national mean)
Oracle Corporation 401(k) Savings and Investment Plan's outsized position by total assets
Oracle Corporation 401(k) Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,320,437,734 Highest reported value at or above every one of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Oracle Corporation 401(k) Savings and Investment Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oracle Corporation 401(k) Savings and Investment Plan is a mega filing (63,105 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oracle Corporation 401(k) Savings and Investment Plan reported net income rose from -$4.7B in the plan year 2022 filing to $4.5B in the plan year 2023 filing.
- Oracle Corporation 401(k) Savings and Investment Plan reported participants rose from 46,320 in the plan year 2022 filing to 63,105 in the plan year 2023 filing.
- Oracle Corporation 401(k) Savings and Investment Plan end-of-year assets rose from $21.9B in the plan year 2022 filing to $26.3B in the plan year 2023 filing.
DOL schedule card
Filing strip 542185193 · Oracle Corporation PY 2023 · 401(k)
Oracle Corporation 401(k) Savings and Investment Plan · $26.3B · 63,105 · 100th
- ASSETS $26.3B
- PCT 63,105
- EIN 100th
- RANK 401(k)
- PHOTO near CVS Health Future Fund 401(k) Plan
- IND ind #20320
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 California →
Oracle Corporation 401(k) Savings and Investment Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $21.9B |
|---|---|
| Net Assets (End of Year) | $26.3B |
| Net Income | $4.5B |
| Employer EIN | 542185193 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oracle Corporation)
Sponsor-wide plan assets over time
All Oracle Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $31.0B 41.986396770772146% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 46,320 | $21.9B |
| 2023 | 1 | 63,105 | $26.3B |
| 2024 | 1 | 58,962 | $31.0B |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
- Kaiser Permanente 401(k) Retirement Plan $19.7B · 136,422
Scale composition for Oracle Corporation 401(k) Savings and Investment Plan
Oracle Corporation 401(k) Savings and Investment Plan reports $26.3B in end-of-year assets across 63,105 participants (0.21% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.067% of 93,925,755 covered participants) - about $417,090 per participant (3.0x the national average assets-per-participant) . Net income for plan year 2023 was $4.5B.
This plan identity (EIN 542185193, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $21.9B to $31.0B (+42.0%) while covered participants moved from 46,320 to 58,962 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 46,320 | $21.9B | Open filing |
| 2023 | 63,105 | $26.3B | This page |
| 2024 · index core | 58,962 | $31.0B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Oracle Corporation 401(k) Savings and Investment Plan (401(k), $31.0B, 58,962 participants)
Oracle Corporation 401(k) Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is CVS Health Future Fund 401(k) Plan in RI ($27.6B); by covered participants it is Fresenius Medical Care North America 401 (K) Savings Plan in MA (63,135 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26.3B here).
- CVS Health Future Fund 401(k) Plan (RI) $27.6B · 265,760
- Verizon Savings Plan for Management Employees (NJ) $27.8B · 78,072
- Fidelity Retirement Savings Plan (MA) $28.6B · 62,289
- Fedex Corporation Retirement Savings Plan (TN) $23.9B · 127,010
Similar participant headcount
Nearest other-state filings by covered participants (63,105 participants); asset peers above are excluded.
- Fresenius Medical Care North America 401 (K) Savings Plan (MA) 63,135 · 30 off
- Universal Health Services, Inc. Retirement Savings Plan (PA) 62,716 · 389 off
- Chs/Community Health Systems, Inc. Retirement Savings Plan (TN) 62,487 · 618 off
- 401(k) Pension Plan (VA) 62,467 · 638 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.