401(k) · DOL Form 5500 · 2024
Epicor Software Corporation 401(k) Plan
Data updated 2026-08-11
- $619M
- Total assets
- 1,956
- Participants
- 98th
- Percentile by assets
- $316,283
- Avg per participant
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.
- 98th percentile by assets (of 123,622 plans)
- #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.
- $619M
- total plan assets (2024 EOY)
- 1,956
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $316,283
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Epicor Software 401(k) Savings Plan reports 1,956 participants - 2.8x that state average ($619M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $540M |
|---|---|
| Net Assets (End of Year) | $619M |
| Net Income | $79M |
| Employer EIN | 451478440 |
| Plan Effective Date | 1990-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Epicor Software Corporation)
| 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
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Epicor Software 401(k) Savings Plan by total assets, not by location.
- Graco Employee Investment Plan (MN) $619M · 2,618
- Valeo, Inc Retirement Savings Plan (MI) $619M · 4,070
- Freudenberg Companies 401(k) Retirement Plan (MI) $619M · 6,461
- Children's of Alabama 401(k) Plan (AL) $618M · 5,422
Frequently Asked Questions
How did Epicor Software 401(k) Savings Plan assets move in 2024? ▼
How have Epicor Software Corporation plan assets changed over time? ▼
Where does Epicor Software 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Epicor Software 401(k) Savings Plan? ▼
Next read for Epicor Software 401(k) Savings Plan
Filing takeaways
Ways to act on Epicor Software 401(k) Savings Plan's numbers.
- By total assets, Epicor Software 401(k) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Epicor Software Corporation's sponsor-wide assets have grown 32.4% since 2022 across 3 plan years on file. More Information & Media plans