Epic Systems 401(k) plan

Epic Systems Corporation, Verona, WI. EIN 39-1319950. Annual reports 2009–2025.

Epic Systems Corporation has one active retirement plan on file, the Epic Systems Corporation 401(k) Plan, with 24,343 participants and $3.7 billion in assets in 2025. Fidelity has been its recordkeeper since 2009. No traditional pension plan appears in Epic Systems's filings since 2009.

Active plans: 1
Participants: 24,343
Plan assets: $3.7 billion
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Professional services

The plan

Epic Systems Corporation 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 001Employer EIN 39-1319950
Participants (2025): 24,343
Net assets (2025): $3.7 billion
Recordkeeper: Fidelity2009–2025
Plan administrator: Epic Systems Corporation
1979 Milky Way
Verona, WI 53593
(608) 271-9000As filed for 2025
In effect since: January 1, 1990

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	24,343	$3.7 billion	Fidelity
2024	22,795	$2.9 billion	Fidelity
2023	21,964	$2.3 billion	Fidelity
2022	19,877	$1.7 billion	Fidelity
2021	17,695	$1.9 billion	Fidelity
2020	16,468	$1.5 billion	Fidelity
2019	15,465	$1.2 billion	Fidelity
2018	14,502	$855 million	Fidelity
2017	13,420	$816 million	Fidelity
2016	13,094	$600 million	Fidelity
2015	12,130	$476 million	Fidelity
2014	9,991	$408 million	Fidelity
2013	8,384	$324 million	Fidelity
2012	7,517	$228 million	Fidelity
2011	5,761	$171 million	Fidelity
2009	3,912	$109 million	Fidelity

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Epic Systems Corporation 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((608) 271-9000). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Epic Systems Corporation 401(k) Plan

If you had money in one of these plans

What these numbers are

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