401(k) · DOL Form 5500 · 2024

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

Data updated 2026-07-24

$91M
Total assets: 299
Participants: 90th
Percentile by assets: $305,807
Avg per participant

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

$91M in assets, 299 participants

Oracle Financial Services Software, Inc.'s Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan reported $91M in total assets and 299 participants in its 2024 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.

90th percentile by assets (of 116,472 plans)

Coverage in New Jersey

Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan covers 299 participants in New Jersey, about 35% of the average New Jersey filer (state average ~865 per filing). Assets: $91M.

$91M
total plan assets (2024 EOY): 299
covered participants: 90th
percentile by assets (of 116,472 plans): $305,807
avg assets per participant

Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan reported net income fell from $15M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $81M in the plan year 2023 filing to $91M in the plan year 2024 filing.
Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan reported participants fell from 305 in the plan year 2023 filing to 299 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New Jersey

Industry

Retail Trade

Participants vs New Jersey filers

In New Jersey, the average filing covers about 865 participants across 3,927 plans. Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan reports 299 participants - about 35% of that state average ($91M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)	$81M
Net Assets (End of Year)	$91M
Net Income	$10M
Employer EIN	134200183
Plan Effective Date	2003-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Oracle Financial Services Software, Inc. plans on file

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 $52.9B · 185,532
Verizon Savings Plan for Management Employees $29.4B · 69,218
Johnson and Johnson Savings Plan $23.6B · 42,583
Ernst & Young Retirement Savings Plan $18.3B · 56,714
Merck US Savings Plan $15.0B · 27,956

Compare Oracle Financial Services Software Inc. … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan by total assets, not by location.

Kurita America Inc. Retirement Savings Plan (MN) $91M · 505
Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan (NY) $91M · 1,257
David E. Harvey Builders, Inc. Employee Savings Plan (TX) $91M · 650
Ieh Auto Parts LLC 401(k) Plan (GA) $91M · 3,845

Frequently Asked Questions

How did Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼

Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 12.3% during 2024, from $81M to $91M. Reported net income was $10M.

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 116,472 plans that reported assets for plan year 2024 (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 Kurita America Inc. Retirement Savings Plan in MN ($91M, 505 participants).

Next read for Oracle Financial Services Software Inc. …

Filing takeaways

Ways to act on Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan's numbers.

By total assets, Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
Oracle Financial Services Software, Inc.'s sponsor-wide assets have grown 36.9% since 2022 across 3 plan years on file. More Retail Trade plans

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 134200183.

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.