a36analytics
401(k) Retirement Plan · Active

ORACLE CORPORATION 401(K) SAVINGS AND INVESTMENT PLAN

ORACLE CORPORATION·EIN 542185193
500 ORACLE PARKWAY · REDWOOD SHORES, CA 94065
Plan year
2024
Plan #
001
Industry
Filing ACK
202504251439…
Prospect flagsCorrective distributions

Summary metrics

Total assets (EOY)
$31026.5M
$310,840 per participant
Active participants
101,985
58.0% participation
Participation rate
58.0%
19th percentile
Annual return
21.28%
89th percentile
Admin expense
0.06%
% of assets
Flag timeline

Issue history by plan year

Tripped years: 4Watched years: 0
Section 02

How this plan compares

Peer groupIndustry54, Assets>$1B, Participants>=10,000, Snapshot2024
  • Participant contribution
    $16,43079th pctile
  • Employer contribution
    $3,42546th pctile
  • Participation rate
    58.0%19th pctile
  • Assets per participant
    $310,84086th pctile
  • Expense efficiency
    $18213th pctile
  • Annual return
    21.28%89th pctile
Overall peer rank

Averaged across 6 normalized metrics within the selected peer group.

Fee trend
Return trend
Section 03

10-year trajectory2021 - 2024

How plan year 2024 played out
Asset flow
+$4.71B
Start of year to end of year
Section 04

Asset composition

End-of-year allocation
Cash drag vs peers
Section 04

Service providers

Top 4 by compensation
ProviderService typeCompensation
FINANCIAL ENGINES
Service code 27
Advisory (Plan)
$1,926,018
FIDELITY INVESTMENTS INSTITUTIONAL
Service code 37
Loan Processing
$1,066,857
MERCER INVESTMENTS LLC
Service code 27
Advisory (Plan)
$230,765
SENSIBA LLP
Service code 10
Accounting
$82,500
Section 05

Plan features & details

Show features, contributions, expenses, fidelity bond & compliance
Pension benefit codes2E2F2G2J2K2R2T
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 2G
    Total participant-directed account plan
    Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 2J
    Code section 401(k) feature
    Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
  • 2K
    Code section 401(m) arrangement
    Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
  • 2R
    Participant-directed brokerage accounts
    Participant-directed brokerage accounts provided as an investment option under the plan.
  • 2T
    Default investment account
    Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
Contributions
Employer total$201,444,825
Participant total$966,225,687
Employer / P$3,425
Participant / P$16,430
Expenses
Admin expenses$10,712,603
Per participant$182.16
% of assets0.03%
Fidelity bond
Coverage amount$15,000,000
% of assets0.05%Below ERISA §412 10% minimum
Section 06

Other plans under this sponsor

Same EIN ·542185193
No other plans under this sponsor
Only this plan is filed under the sponsor's EIN.