401(k) · DOL Form 5500 · 2024

Ebix, Inc. 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
419
Participants Below avg headcount
83rd
Percentile by assets National rank
$112,747
Avg per participant Below avg balance/head
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Official DOL plan name: Ebix, Inc. Cash Option Profit Sharing Trust · Sponsored by Ebix, Inc. · Georgia · Professional & Technical Services

$47M in assets, 419 participants

Ebix, Inc.'s Ebix, Inc. Cash Option Profit Sharing Trust reported $47M in total assets and 419 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #16,987 in Professional & Technical Services (20,173 peers)

Coverage in Georgia

Ebix, Inc. Cash Option Profit Sharing Trust covers 419 participants in Georgia, about 38% of the average Georgia filer (state average ~1,096 per filing). Assets: $47M.

#16,987
in Professional & Technical Services (20,173 peers)
-10.5%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ebix, Inc. Cash Option Profit Sharing Trust's outsized position by total assets

Ebix, Inc. Cash Option Profit Sharing Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$47,241,013 Top 17% higher than 83% 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

Ebix, Inc. Cash Option Profit Sharing Trust 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. Ebix, Inc. Cash Option Profit Sharing Trust sits mid-pack in the medium band (419 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ebix, Inc. Cash Option Profit Sharing Trust reported net income fell from $7M in the plan year 2023 filing to -$6M in the plan year 2024 filing.
  • Ebix, Inc. Cash Option Profit Sharing Trust end-of-year assets fell from $53M in the plan year 2023 filing to $47M in the plan year 2024 filing.
  • Ebix, Inc. Cash Option Profit Sharing Trust reported participants fell from 438 in the plan year 2023 filing to 419 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 770021975 · Ebix, Inc. PY 2024 · 401(k)

Ebix, Inc. Cash Option Profit Sharing Trust · $47M · 419 · 83rd

  • NET $47M
  • NET 419
  • NET 83rd
  • NET 401(k)
  • NET near Sciencelogic Inc. 401(k) Plan
  • NET ind #16987

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 Professional & Technical Services retirement plans → · Plans in Georgia →

Ebix, Inc. Cash Option Profit Sharing Trust in the asset neighbourhood

Advanced Atomization Technologies Savings PlanAdvanced Atomization Technol…$47MYonkers Contracting Company, Inc. Profit Sharing and Incentive Savings PlanYonkers Contracting Company,…$47MEbix, Inc. Cash Option Profit Sharing TrustEbix, Inc. Cash Option Profi…$47MSciencelogic Inc. 401(k) Plan$47MFlorida East Coast Industries, LLC Salary Deferral PlanFlorida East Coast Industrie…$47M
End-of-year total assets ($M) among Ebix, Inc. Cash Option Profit Sharing Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$47M
Net Income-$6M
Employer EIN770021975
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ebix, Inc.)

Sponsor-wide plan assets over time

All Ebix, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 3.0932753288242703% vs 2022
2024 filing year
$45M$50M$55M 202220232024 $45.8M $47.2M ▲ +3.1%
Year Plans Participants Total Assets
2022 1 434 $46M
2023 1 438 $53M
2024 1 419 $47M

Nearby 401(k) Plans in Georgia

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

Ebix, Inc. Cash Option Profit Sharing Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Ebix, Inc. Cash Option Profit Sharing Trust, Total assets ($B): 0.047241013 · Participants: 419Ebix, Inc. Cash Option Profit Sharing TrustThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Ebix, Inc. Cash Option Profit Sharing Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Ebix, Inc. Cash Option Profit Sharing Trust side-by-side with 3 peers →

Ebix, Inc. Cash Option Profit Sharing Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Sciencelogic Inc. 401(k) Plan in VA ($47M); by covered participants it is Bayer Built Woodworks, Inc. Retirement Plan in MN (419 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (419 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 Ebix, Inc. Cash Option Profit Sharing Trust assets move in 2024? ▼
Ebix, Inc. Cash Option Profit Sharing Trust pulled back noticeably - down 10.5% during 2024, from $53M to $47M. Reported net income was -$6M.
How have Ebix, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ebix, Inc.'s sponsor-wide assets grew 3.1%, from $46M to $47M.
Where does Ebix, Inc. Cash Option Profit Sharing Trust rank by assets among Form 5500 filers? ▼
Ebix, Inc. Cash Option Profit Sharing Trust ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ebix, Inc. Cash Option Profit Sharing Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sciencelogic Inc. 401(k) Plan in VA ($47M, 451 participants).
Which 401(k) plans cover a similar participant headcount to Ebix, Inc. Cash Option Profit Sharing Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bayer Built Woodworks, Inc. Retirement Plan in MN (419 participants, $43M 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 770021975.

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.