Tibco Software 401(k) plan

Tibco Software Inc., Santa Clara, CA. EIN 77-0449727. Annual reports 2009–2025. Also filed as Citrix Systems, Inc.; Cloud Software Group, Inc.

Tibco Software Inc. has one active retirement plan on file, the Tibco Software Inc. 401(k) Savings Plan, with 2,590 participants and $576 million in assets in 2025. Fidelity has been its recordkeeper since 2013. No traditional pension plan appears in Tibco Software's filings since 2009.

Active plans: 1
Participants: 2,590
Plan assets: $576 million
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Manufacturing

The plan

Tibco Software Inc. 401(k) Savings Plan

401(k)Active

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

Plan number: 001Employer EIN 77-0449727
Participants (2025): 2,590
Net assets (2025): $576 million
Recordkeeper: FidelityEarlier: New York Life Investment Management (2009–2012)
Plan administrator: Tibco Software Inc.
4980 Great America Parkway
Santa Clara, CA 95054
(650) 846-1000As filed for 2025
In effect since: July 1, 1999

Earlier sponsors: Citrix Systems, Inc. (2019–2021); Cloud Software Group, Inc. (2022–2024).

Earlier plan names: Tibco Software Inc 401K Savings Plan; Citrix Systems, Inc. 401(k) Plan.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	2,590	$576 million	Fidelity
2024	7,441	$1.6 billion	Fidelity
2023	2,352	$525 million	Fidelity
2022	6,455	$827 million	Fidelity
2021	7,301	$1.1 billion	Fidelity
2020	6,863	$947 million	Fidelity
2019	6,869	$766 million	Fidelity
2018	2,684	$316 million	Fidelity
2017	2,320	$328 million	Fidelity
2016	2,178	$279 million	Fidelity
2015	2,045	$258 million	Fidelity
2014	2,458	$267 million	Fidelity
2013	2,317	$239 million	Fidelity
2012	2,204	$185 million	New York Life Investment Management
2011	1,882	$150 million	New York Life Investment Management
2010	1,594	$134 million	New York Life Investment Management
2009	1,371	$104 million	New York Life Investment Management

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Tibco Software Inc. 401(k) Savings 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 ((650) 846-1000). 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

Tibco Software Inc. 401(k) Savings Plan

If you had money in one of these plans

What these numbers are

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