401(k) · DOL Form 5500 · 2023

Ebix, Inc. 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
438
Participants Below avg headcount
86th
Percentile by assets National rank
$120,447
Avg per participant Near 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

$53M in assets, 438 participants

Ebix, Inc.'s Ebix, Inc. Cash Option Profit Sharing Trust reported $53M in total assets and 438 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,702 in Professional & Technical Services (20,321 peers)

Coverage in Georgia

Ebix, Inc. Cash Option Profit Sharing Trust covers 438 participants in Georgia, about 40% of the average Georgia filer (state average ~1,096 per filing). Assets: $53M.

#17,702
in Professional & Technical Services (20,321 peers)
+15.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$52,755,966 Top 14% higher than 86% 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

Ebix, Inc. Cash Option Profit Sharing Trust 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. Ebix, Inc. Cash Option Profit Sharing Trust sits mid-pack in the medium band (438 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ebix, Inc. Cash Option Profit Sharing Trust reported net income rose from -$13M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Ebix, Inc. Cash Option Profit Sharing Trust end-of-year assets rose from $46M in the plan year 2022 filing to $53M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 770021975 · Ebix, Inc. PY 2023 · 401(k)

Ebix, Inc. Cash Option Profit Sharing Trust · $53M · 438 · 86th

  • RANK $53M
  • PHOTO 438
  • IND 86th
  • EOY 401(k)
  • 5500 near Women's Health Mississippi, LLC 401(k) Plan
  • ASSETS ind #17702

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

Argo Data Resource Corporation 401(k) PlanArgo Data Resource Corporati…$53MEbix, Inc. Cash Option Profit Sharing TrustEbix, Inc. Cash Option Profi…$53MFund Evaluation Group, LLC 401(k) Profit Sharing PlanFund Evaluation Group, LLC 4…$53MWomen's Health Mississippi, LLC 401(k) PlanWomen's Health Mississippi, …$53MCenterline Communications LLC 401(k) Profit Sharing Plan and TrustCenterline Communications LL…$53M
End-of-year total assets ($M) among Ebix, Inc. Cash Option Profit Sharing Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$53M
Net Income$7M
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): 0.052755966 · Participants: 438Ebix, Inc. Cash Option Profit Sharing TrustThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The 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 Women's Health Mississippi, LLC 401(k) Plan in MS ($53M); by covered participants it is Woodloch Pines Inc. 401(k) Plan in PA (438 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (438 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 Ebix, Inc. Cash Option Profit Sharing Trust assets move in 2023? ▼
Ebix, Inc. Cash Option Profit Sharing Trust grew sharply - up 15.1% during 2023, from $46M to $53M. Reported net income was $7M.
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 86th 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 Ebix, Inc. Cash Option Profit Sharing Trust? ▼
Among 401(k) plans in other states, the closest by assets is Women's Health Mississippi, LLC 401(k) Plan in MS ($53M, 208 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 Woodloch Pines Inc. 401(k) Plan in PA (438 participants, $12M 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 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.