401(k) · DOL Form 5500 · 2023
Epic Systems Corporation 401(k) Plan
Data updated 2026-08-11
- $2.3B
- Total assets
- 12,331
- Participants
- 99th
- Percentile by assets
- $185,911
- Avg per participant
Official DOL plan name: Epic Systems Corporation 401(k) Plan · Sponsored by Epic Systems Corporation · Wisconsin · Professional & Technical Services
$2.3B in assets, 12,331 participants
Epic Systems Corporation's Epic Systems Corporation 401(k) Plan reported $2.3B in total assets and 12,331 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 127,072 plans)
- #20,253 in Professional & Technical Services (20,321 peers)
Coverage in Wisconsin
Epic Systems Corporation 401(k) Plan covers 12,331 participants in Wisconsin, 22x the typical Wisconsin plan (state average ~563 per filing). Assets: $2.3B.
- $2.3B
- total plan assets (2023 EOY)
- 12,331
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $185,911
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Epic Systems Corporation 401(k) Plan reported net income rose from -$201M in the plan year 2022 filing to $576M in the plan year 2023 filing.
- Epic Systems Corporation 401(k) Plan end-of-year assets rose from $1.7B in the plan year 2022 filing to $2.3B in the plan year 2023 filing.
- Epic Systems Corporation 401(k) Plan reported participants rose from 10,964 in the plan year 2022 filing to 12,331 in the plan year 2023 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Epic Systems Corporation 401(k) Plan reports 12,331 participants - 22x that state average ($2.3B EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1.7B |
|---|---|
| Net Assets (End of Year) | $2.3B |
| Net Income | $576M |
| Employer EIN | 391319950 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Epic Systems Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10,964 | $1.7B |
| 2023 | 1 | 12,331 | $2.3B |
| 2024 | 1 | 13,955 | $2.9B |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Epic Systems Corporation 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Scale composition for Epic Systems Corporation 401(k) Plan
Epic Systems Corporation 401(k) Plan reports $2.3B in end-of-year assets across 12,331 participants (0.019% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $185,911 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2023 was $576M.
This plan identity (EIN 391319950, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.7B to $2.9B (+69.1%) while covered participants moved from 10,964 to 13,955 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,964 | $1.7B | Open filing |
| 2023 | 12,331 | $2.3B | This page |
| 2024 · index core | 13,955 | $2.9B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Epic Systems Corporation 401(k) Plan (401(k), $2.9B, 13,955 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Epic Systems Corporation 401(k) Plan by total assets, not by location.
- Avangrid 401(k) Plan (CT) $2.3B · 7,497
- Cna 401(k) Plan (IL) $2.3B · 5,268
- Weyerhaeuser 401(k) Plan (WA) $2.3B · 7,743
- Hyatt Corporation Retirement Savings Plan (IL) $2.3B · 35,794
Frequently Asked Questions
How did Epic Systems Corporation 401(k) Plan assets move in 2023? ▼
How have Epic Systems Corporation plan assets changed over time? ▼
Where does Epic Systems Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Epic Systems Corporation 401(k) Plan? ▼
Next read for Epic Systems Corporation 401(k) Plan
Filing takeaways
Ways to act on Epic Systems Corporation 401(k) Plan's numbers.
- By total assets, Epic Systems Corporation 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- Epic Systems Corporation's sponsor-wide assets have grown 69.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans