401(k) · DOL Form 5500 · 2023

Epicor Software Corporation 401(k) Plan

Data updated 2026-08-25

$540M
Total assets Above avg plan size
1,978
Participants Near avg headcount
98th
Percentile by assets National rank
$272,996
Avg per participant High balance/head
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Official DOL plan name: Epicor Software 401(k) Savings Plan · Sponsored by Epicor Software Corporation · Texas · Information & Media

$540M in assets, 1,978 participants

Epicor Software Corporation's Epicor Software 401(k) Savings Plan reported $540M in total assets and 1,978 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #2,697 in Information & Media (2,818 peers)

Coverage in Texas

Epicor Software 401(k) Savings Plan covers 1,978 participants in Texas, 2.9x the typical Texas plan (state average ~688 per filing). Assets: $540M.

#2,697
in Information & Media (2,818 peers)
+15.5%
assets growth YoY
5.4×
vs typical plan assets (national mean)

Epicor Software 401(k) Savings Plan's outsized position by total assets

Epicor Software 401(k) Savings Plan vs every filed plan by assets

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

$539,985,411 Top 2% higher than 98% 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

Epicor Software 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Epicor Software 401(k) Savings Plan lands in the large band (1,978 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Epicor Software 401(k) Savings Plan reported net income rose from -$137M in the plan year 2022 filing to $73M in the plan year 2023 filing.
  • Epicor Software 401(k) Savings Plan end-of-year assets rose from $467M in the plan year 2022 filing to $540M in the plan year 2023 filing.
  • Epicor Software 401(k) Savings Plan reported participants rose from 1,724 in the plan year 2022 filing to 1,978 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 451478440 · Epicor Software Corporation PY 2023 · 401(k)

Epicor Software 401(k) Savings Plan · $540M · 1,978 · 98th

  • EIN $540M
  • RANK 1,978
  • PHOTO 98th
  • IND 401(k)
  • EOY near Hensel Phelps Salary Retirement Plan
  • 5500 ind #2697

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 Texas →

Epicor Software 401(k) Savings Plan in the asset neighbourhood

Jenner & Block Profit Sharing Plan - #201Jenner & Block Profit Sharin…$541MQuidelortho Savings and Retirement PlanQuidelortho Savings and Reti…$541MHollister 401(k) Retirement Savings PlanHollister 401(k) Retirement …$541MEpicor Software 401(k) Savings PlanEpicor Software 401(k) Savin…$540MHensel Phelps Salary Retirement PlanHensel Phelps Salary Retirem…$540M
End-of-year total assets ($M) among Epicor Software 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$467M
Net Assets (End of Year)$540M
Net Income$73M
Employer EIN451478440
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Epicor Software Corporation)

Sponsor-wide plan assets over time

All Epicor Software Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$619M 32.35593462606118% vs 2022
2024 filing year
$450M$500M$550M$600M$650M 202220232024 $467M $619M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 1,724 $467M
2023 1 1,978 $540M
2024 1 1,956 $619M

Nearby 401(k) Plans in Texas

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

Epicor Software 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Epicor Software 401(k) Savings Plan, Total assets ($B): 0.539985411 · Participants: 1978Epicor Software 401(k) Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Epicor Software 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Epicor Software 401(k) Savings Plan side-by-side with 3 peers →

Epicor Software 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Hensel Phelps Salary Retirement Plan in CO ($540M); by covered participants it is J. F. Shea Company, Inc. Retirement Savings Plan in CA (1,978 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($540M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,978 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 Epicor Software 401(k) Savings Plan assets move in 2023? ▼
Epicor Software 401(k) Savings Plan grew sharply - up 15.5% during 2023, from $467M to $540M. Reported net income was $73M.
How have Epicor Software Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Epicor Software Corporation's sponsor-wide assets grew 32.4%, from $467M to $619M.
Where does Epicor Software 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Epicor Software 401(k) Savings Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Epicor Software 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hensel Phelps Salary Retirement Plan in CO ($540M, 2,797 participants).
Which 401(k) plans cover a similar participant headcount to Epicor Software 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is J. F. Shea Company, Inc. Retirement Savings Plan in CA (1,978 participants, $434M 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 451478440.

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.