Open Text, Inc. 401(K) Plan — Form 5500 plan (Open Text, Inc.)
Plain-English plan 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, Open Text, Inc. 401(K) Plan is a benefit plan reported by Open Text, Inc. under EIN 46-0525483 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,784 participants and $980,172,191 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Open Text, Inc.
- EIN
- 46-0525483
- Plan number
- 001
- Plan type
- 2
- Location
- Menlo Park, CA
- Latest filing year
- 2023
- Participants
- 6,784
- End-of-year plan assets
- $980,172,191
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,784 | H, C | 20241001131838NAL0013744514001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $980,172,191
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $980,172,191
- Net assets (BOY)
- $849,772,530
Income & contributions
- Employer contributions
- $9,109,381
- Participant contributions
- $50,153,619
- Total contributions
- $67,675,770
- Total income / additions
- $223,592,204
Expenses & distributions
- Benefits paid
- $92,519,759
- Administrative expenses
- $663,925
- Total expenses
- $93,192,543
- Net increase / (decrease)
- $130,399,661
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $324,217 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $176,391 | not reported in the loaded dataset | 2023 |
| Mercer Investments LLC | CONSULTANT | $108,133 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | ACCOUNTANT/AUDITOR | $48,250 | not reported in the loaded dataset | 2023 |
| Vedder Price Pc | ATTORNEY/LEGAL | $6,934 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Open Text, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Menlo Park, CA
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- Vedder Price Pc — Schedule C compensation