401(k) · DOL Form 5500 · 2023

Centric Software, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
210
Participants Below avg headcount
76th
Percentile by assets National rank
$115,536
Avg per participant Below avg balance/head
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Official DOL plan name: Centric Software, Inc. 401(k) Plan · Sponsored by Centric Software, Inc. · California · Information & Media

$24M in assets, 210 participants

Centric Software, Inc.'s Centric Software, Inc. 401(k) Plan reported $24M in total assets and 210 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #1,878 in Information & Media (2,818 peers)

Coverage in California

Centric Software, Inc. 401(k) Plan covers 210 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $24M.

#1,878
in Information & Media (2,818 peers)
+41.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Centric Software, Inc. 401(k) Plan's outsized position by total assets

Centric Software, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$24,262,476 Top 24% higher than 76% of 127,068 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 2023

Centric Software, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Centric Software, Inc. 401(k) Plan sits mid-pack in the medium band (210 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Centric Software, Inc. 401(k) Plan reported net income rose from -$791K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Centric Software, Inc. 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Centric Software, Inc. 401(k) Plan reported participants rose from 165 in the plan year 2022 filing to 210 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 770332939 · Centric Software, Inc. PY 2023 · 401(k)

Centric Software, Inc. 401(k) Plan · $24M · 210 · 76th

  • ASSETS $24M
  • ASSETS 210
  • ASSETS 76th
  • ASSETS 401(k)
  • ASSETS near Shore Point Distributing Employees' Profit Sharing Plan
  • ASSETS ind #1878

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 California →

Centric Software, Inc. 401(k) Plan in the asset neighbourhood

Centric Software, Inc. 401(k) PlanCentric Software, Inc. 401(k…$24MShore Point Distributing Employees' Profit Sharing PlanShore Point Distributing Emp…$24MIce Services, Inc. 401(k) PlanIce Services, Inc. 401(k) Pl…$24MBober, Markey, Fedorovich & Company Thrift/Incentive PlanBober, Markey, Fedorovich & …$24MVan Deusen & Associates, Inc. 401(k) Retirement PlanVan Deusen & Associates, Inc…$24M
End-of-year total assets ($M) among Centric Software, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$24M
Net Income$7M
Employer EIN770332939
Plan Effective Date1995-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Centric Software, Inc.)

Sponsor-wide plan assets over time

All Centric Software, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 92.17729061281521% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $17.2M $33M ▲ +92.2%
Year Plans Participants Total Assets
2022 1 165 $17M
2023 1 210 $24M
2024 1 266 $33M

Nearby 401(k) Plans in California

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

Centric Software, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Centric Software, Inc. 401(k) Plan, Total assets ($B): 0.024262476 · Participants: 210Centric Software, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Centric Software, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Centric Software, Inc. 401(k) Plan side-by-side with 3 peers →

Centric Software, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Shore Point Distributing Employees' Profit Sharing Plan in NJ ($24M); by covered participants it is B.E.a.T., LLC 401(k) Plan in TX (210 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (210 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Centric Software, Inc. 401(k) Plan assets move in 2023? ▼
Centric Software, Inc. 401(k) Plan surged - up 41.5% during 2023, from $17M to $24M. Reported net income was $7M.
How have Centric Software, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Centric Software, Inc.'s sponsor-wide assets grew 92.2%, from $17M to $33M.
Where does Centric Software, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Centric Software, Inc. 401(k) Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Centric Software, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shore Point Distributing Employees' Profit Sharing Plan in NJ ($24M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Centric Software, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is B.E.a.T., LLC 401(k) Plan in TX (210 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 770332939.

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.