401(k) · DOL Form 5500 · 2023

Oracle Financial Services Software, Inc. 401(k) Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size: 305
Participants Below avg headcount: 90th
Percentile by assets National rank: $266,926
Avg per participant High balance/head

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Official DOL plan name: Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan · Sponsored by Oracle Financial Services Software, Inc. · New Jersey · Retail Trade

$81M in assets, 305 participants

Oracle Financial Services Software, Inc.'s Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan reported $81M in total assets and 305 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

#7,945 in Retail Trade (8,414 peers)

Coverage in New Jersey

Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan covers 305 participants in New Jersey, about 36% of the average New Jersey filer (state average ~844 per filing). Assets: $81M.

#7,945
in Retail Trade (8,414 peers): +21.9%
assets growth YoY: 0.8×
vs typical plan assets (national mean)

Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$81,412,438 Top 10% higher than 90% 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 Financial Services Software Inc. 401(k) Profit Sharing 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. Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (305 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan reported net income rose from -$21M in the plan year 2022 filing to $15M in the plan year 2023 filing.
Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $67M in the plan year 2022 filing to $81M in the plan year 2023 filing.
Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan reported participants rose from 292 in the plan year 2022 filing to 305 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 134200183 · Oracle Financial Services Software, Inc. PY 2023 · 401(k)

Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan · $81M · 305 · 90th

VS-ST $81M
VS-ST 305
VS-ST 90th
VS-ST 401(k)
VS-ST near Advisor360 401(k) P/S Plan
VS-ST ind #7945

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 Retail Trade retirement plans → · Plans in New Jersey →

End-of-year total assets ($M) among Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)	$67M
Net Assets (End of Year)	$81M
Net Income	$15M
Employer EIN	134200183
Plan Effective Date	2003-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Oracle Financial Services Software, Inc.)

Latest sponsor-wide plan assets: $91M 36.916188756385296% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	292	$67M
2023	1	305	$81M
2024	1	299	$91M

Nearby 401(k) Plans in New Jersey

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

Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
Verizon Savings Plan for Management Employees $27.8B · 78,072
Johnson and Johnson Savings Plan $22.2B · 41,291
Ernst & Young Retirement Savings Plan $15.5B · 59,346
Merck US Savings Plan $13.4B · 26,850

Compare Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Advisor360 401(k) P/S Plan in MA ($81M); by covered participants it is Home-Care Pca LLC 401(k) Profit Sharing Plan & Trust in LA (305 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($81M here).

Advisor360 401(k) P/S Plan (MA) $81M · 454
Tencarva Machinery Company Profit Sharing & 401(k) Plan (NC) $81M · 428
Rohrer Corporation Amended and Restated Profit Sharing Plan and Trust (OH) $81M · 921
Canyon Partners, L.L.C. 401(k) Retirement Savings Plan (TX) $81M · 218

Similar participant headcount

Nearest other-state filings by covered participants (305 participants); asset peers above are excluded.

Home-Care Pca LLC 401(k) Profit Sharing Plan & Trust (LA) 305 · 0 off
Methodist Children's Home Employees Retirement Plan (TX) 305 · 0 off
Asu Enterprise Partners 401(k) Plan (AZ) 305 · 0 off
Carelink 401(k) Plan (AR) 305 · 0 off

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 Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼

Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan grew sharply - up 21.9% during 2023, from $67M to $81M. Reported net income was $15M.

How have Oracle Financial Services Software, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Oracle Financial Services Software, Inc.'s sponsor-wide assets grew 36.9%, from $67M to $91M.

Where does Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Advisor360 401(k) P/S Plan in MA ($81M, 454 participants).

Which 401(k) plans cover a similar participant headcount to Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Home-Care Pca LLC 401(k) Profit Sharing Plan & Trust in LA (305 participants, $151K 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 134200183.