401(k) · DOL Form 5500 · 2023

Bmc Software, Inc. 401(k) Plan

Data updated 2026-08-11

$1.2B
Total assets
1,926
Participants
99th
Percentile by assets
$631,411
Avg per participant
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Official DOL plan name: Bmc Software, Inc. Savings and Investment Plan · Sponsored by Bmc Software, Inc. · Texas · Professional & Technical Services

$1.2B in assets, 1,926 participants

Bmc Software, Inc.'s Bmc Software, Inc. Savings and Investment Plan reported $1.2B in total assets and 1,926 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)
  • #20,176 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Bmc Software, Inc. Savings and Investment Plan covers 1,926 participants in Texas, 2.8x the typical Texas plan (state average ~688 per filing). Assets: $1.2B.

$1.2B
total plan assets (2023 EOY)
1,926
covered participants
99th
percentile by assets (of 127,072 plans)
$631,411
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bmc Software, Inc. Savings and Investment Plan reported net income rose from -$329M in the plan year 2022 filing to $146M in the plan year 2023 filing.
  • Bmc Software, Inc. Savings and Investment Plan end-of-year assets rose from $1.1B in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
  • Bmc Software, Inc. Savings and Investment Plan reported participants fell from 2,007 in the plan year 2022 filing to 1,926 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Bmc Software, Inc. Savings and Investment Plan reports 1,926 participants - 2.8x that state average ($1.2B EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$1.1B
Net Assets (End of Year)$1.2B
Net Income$146M
Employer EIN742126120
Plan Effective Date1984-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bmc Software, Inc.)

$1B$1.1B$1.2B$1.3B$1.4B 202220232024 $1.07B $1.35B ▲ +26.2%
Total plan assets by year, all Bmc Software, Inc. plans on file
Year Plans Participants Total Assets
2022 1 2,007 $1.1B
2023 1 1,926 $1.2B
2024 1 1,897 $1.4B

Nearby 401(k) Plans in Texas

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

Bmc Software, Inc. Savings and Investment Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Bmc Software, Inc. Savings and Investment Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Bmc Software, Inc. S…AT&T Retirement Savi…Exxonmobil Savings P…Caterpillar 401(k) S…American Airlines, I…Dell Inc. 401(k) Plan
Bmc Software, Inc. Savings and Investment Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bmc Software, Inc. Savings and Investment Plan by total assets, not by location.

Frequently Asked Questions

How did Bmc Software, Inc. Savings and Investment Plan assets move in 2023?
Bmc Software, Inc. Savings and Investment Plan grew at a solid clip - up 13.6% during 2023, from $1.1B to $1.2B. Reported net income was $146M.
How have Bmc Software, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Bmc Software, Inc.'s sponsor-wide assets grew 26.2%, from $1.1B to $1.4B.
Where does Bmc Software, Inc. Savings and Investment Plan rank by assets among Form 5500 filers?
Bmc Software, Inc. Savings and Investment Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Bmc Software, Inc. Savings and Investment Plan?
Among 401(k) plans in other states, the closest by assets is Penske Truck Leasing Co., L.P. Savings Retirement Plan in PA ($1.2B, 15,015 participants).

Next read for Bmc Software, Inc. Savings and Investmen…

Filing takeaways

Ways to act on Bmc Software, Inc. Savings and Investment Plan's numbers.