2023 Form 5500 filing — Oracle Corporation 401(K) Savings And Investment Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240426174513NAL0018592529001) for Oracle Corporation 401(K) Savings And Investment Plan, reported by Oracle Corporation under EIN 54-2185193 and plan number 001. It reports 107,367 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240426174513NAL0018592529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oracle Corporation
- EIN
- 54-2185193
- Plan number
- 001
- Location
- Redwood Shores, CA
- Participants
- 107,367
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,320,437,734
- Total liabilities (EOY)
- $7,397,284
- Net assets (EOY)
- $26,313,040,450
- Employer contributions
- $203,832,857
- Participant contributions
- $930,615,940
- Total income / additions
- $6,173,516,435
- Benefits paid
- $1,677,235,819
- Administrative expenses
- $10,014,874
- Total expenses
- $1,687,760,312
- Net increase / (decrease)
- $4,485,756,123
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,405,257 | $0 |
| Financial Engines | ADVISOR | $953,761 | not reported in the loaded dataset |
| Mercer Investments LLC | INVESTMENT ADVISOR | $312,276 | not reported in the loaded dataset |
| Sensiba Llp | ACCOUNTANT/AUDITOR | $82,500 | not reported in the loaded dataset |