401(k) · DOL Form 5500 · 2024

Epicor Software Corporation 401(k) Plan

Data updated 2026-08-25

$619M
Total assets Above avg plan size
1,956
Participants Near avg headcount
98th
Percentile by assets National rank
$316,283
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

$619M in assets, 1,956 participants

Epicor Software Corporation's Epicor Software 401(k) Savings Plan reported $619M in total assets and 1,956 participants in its 2024 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.

  • #2,700 in Information & Media (2,822 peers)

Coverage in Texas

Epicor Software 401(k) Savings Plan covers 1,956 participants in Texas, 2.8x the typical Texas plan (state average ~688 per filing). Assets: $619M.

#2,700
in Information & Media (2,822 peers)
+14.6%
assets growth YoY
6.2×
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 2024 · DOL Form 5500

$618,649,799 Top 2% higher than 98% of 123,620 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 2024

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

Plan-year 2024 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 (1,956 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Epicor Software 401(k) Savings Plan end-of-year assets rose from $540M in the plan year 2023 filing to $619M in the plan year 2024 filing.
  • Epicor Software 401(k) Savings Plan reported net income rose from $73M in the plan year 2023 filing to $79M in the plan year 2024 filing.
  • Epicor Software 401(k) Savings Plan reported participants fell from 1,978 in the plan year 2023 filing to 1,956 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 451478440 · Epicor Software Corporation PY 2024 · 401(k)

Epicor Software 401(k) Savings Plan · $619M · 1,956 · 98th

  • TYPE $619M
  • NET 1,956
  • BOOK 98th
  • VS-ST 401(k)
  • BOY near Graco Employee Investment Plan
  • SCH ind #2700

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

Freudenberg Companies 401(k) Retirement PlanFreudenberg Companies 401(k)…$619MValeo, Inc Retirement Savings PlanValeo, Inc Retirement Saving…$619MGraco Employee Investment PlanGraco Employee Investment Pl…$619MEpicor Software 401(k) Savings PlanEpicor Software 401(k) Savin…$619MChildren's of Alabama 401(k) PlanChildren's of Alabama 401(k)…$618M
End-of-year total assets ($M) among Epicor Software 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$540M
Net Assets (End of Year)$619M
Net Income$79M
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): 0.618649799 · Participants: 1956Epicor Software 401(k) Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings 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 Graco Employee Investment Plan in MN ($619M); by covered participants it is Telapex, Inc. Savings Plan in MS (1,957 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($619M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,956 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Epicor Software 401(k) Savings Plan grew at a solid clip - up 14.6% during 2024, from $540M to $619M. Reported net income was $79M.
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 123,622 plans that reported assets for plan year 2024 (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 Graco Employee Investment Plan in MN ($619M, 2,618 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 Telapex, Inc. Savings Plan in MS (1,957 participants, $197M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.