401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$91M
Total assets Below avg plan size: 299
Participants Below avg headcount: 90th
Percentile by assets National rank: $305,807
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

$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.

#7,584 in Retail Trade (8,048 peers)

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 ~844 per filing). Assets: $91M.

#7,584
in Retail Trade (8,048 peers): +12.3%
assets growth YoY: 0.9×
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 2024 · DOL Form 5500

$91,436,407 Top 10% higher than 90% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 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 (299 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

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 →

DOL schedule card

Filing strip 134200183 · Oracle Financial Services Software, Inc. PY 2024 · 401(k)

Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan · $91M · 299 · 90th

PHOTO $91M
PHOTO 299
PHOTO 90th
PHOTO 401(k)
PHOTO near Kurita America Inc. Retirement Savings Plan
PHOTO ind #7584

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 2024.

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.)

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 $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. 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 Kurita America Inc. Retirement Savings Plan in MN ($91M); by covered participants it is Environmental Chemical Corporation Profit Sharing 401(k) Plan in CA (299 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($91M here).

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

Similar participant headcount

Nearest other-state filings by covered participants (299 participants); asset peers above are excluded.

Environmental Chemical Corporation Profit Sharing 401(k) Plan (CA) 299 · 0 off
Silver Lake Construction Compa 401(k) Profit Sharing Plan and Tru (NV) 299 · 0 off
L & N Federal Credit Union 401(k) Plan and Trust (KY) 299 · 0 off
Liberty Pumps Profit Sharing 401(k) Plan (NY) 299 · 0 off

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 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 123,622 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).

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 Environmental Chemical Corporation Profit Sharing 401(k) Plan in CA (299 participants, $115M 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 134200183.