Plan Ledger DOL Form 5500 · updated monthly

Epic Systems Corporation401(k)

EPIC SYSTEMS CORPORATION 401(K) PLAN · VERONA, WI · plan year 2024

Reported admin expense ratio · 2024
0.01%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Epic Systems Corporation reported $271,253 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,606 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.03% to 0.01%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other professional & technical services employers. By assets it is the 7th-largest of 1,936 plans among Wisconsin employers on file, and the 49th of 11,654 in professional & technical services. In 2024, employees put in $3.31 for every $1.00 the employer contributed; active participation has grown from 12,331 to 13,997 since 2022.

Plan summary
Net assets, end of year$2,901,042,746
Participants with balances22,521
Active participants13,997
Employer contributions$64,470,649
Employee contributions$213,255,098
Employer contribution per active participant$4,606
Average account balance$128,815
Benefits paid to participants$58,831,466
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.9B · 22,521 accts · $64.5M emplr
2023$2.3B · 21,885 accts · $59.5M emplr
2022$1.7B · 19,877 accts · $53.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$271,253
Total administrative$271,253
The Epic Systems Corporation 401(k) match · 2024
Employer contribution per active participant$4,606
Median for plans this size$5,259
2024$4,606 per active participant
2023$4,260 per active participant
2022$4,315 per active participant

Epic Systems Corporation's 2024 employer contribution ran below the $5,259 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$271,253 · 0.01%
2023$289,534 · 0.01%
2022$455,122 · 0.03%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
Fiserv Solutions, LLC. WI$5.1B · 0.03%
Bvh, Inc. KS$3.0B · 0.07%
Trinet HR IV, LLC FL$3.0B · 0.08%
Dxc Technology Company VA$2.8B · 0.05%
General Atomics CA$2.8B · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391319950 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.