Oracle Corporation 401(K) Savings And Investment Plan — Form 5500 plan (Oracle Corporation)
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, Oracle Corporation 401(K) Savings And Investment Plan is a benefit plan reported by Oracle Corporation under EIN 54-2185193 and plan number 001. The latest loaded filing year is 2023. The filing reports 107,367 participants and $26,320,437,734 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oracle Corporation
- EIN
- 54-2185193
- Plan number
- 001
- Plan type
- 2
- Location
- Redwood Shores, CA
- Latest filing year
- 2023
- Participants
- 107,367
- End-of-year plan assets
- $26,320,437,734
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 107,367 | H, C | 20240426174513NAL0018592529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,320,437,734
- Total liabilities (EOY)
- $7,397,284
- Net assets (EOY)
- $26,313,040,450
- Net assets (BOY)
- $21,827,284,327
Income & contributions
- Employer contributions
- $203,832,857
- Participant contributions
- $930,615,940
- Total contributions
- $1,214,507,712
- Total income / additions
- $6,173,516,435
Expenses & distributions
- Benefits paid
- $1,677,235,819
- Administrative expenses
- $10,014,874
- Total expenses
- $1,687,760,312
- Net increase / (decrease)
- $4,485,756,123
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,405,257 | $0 | 2023 |
| Financial Engines | ADVISOR | $953,761 | not reported in the loaded dataset | 2023 |
| Mercer Investments LLC | INVESTMENT ADVISOR | $312,276 | not reported in the loaded dataset | 2023 |
| Sensiba Llp | ACCOUNTANT/AUDITOR | $82,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oracle Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Redwood Shores, CA
- Fidelity Investments Institutional — Schedule C compensation
- Financial Engines — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation
- Sensiba Llp — Schedule C compensation