Other · DOL Form 5500 · 2022
Oral Roberts University Retirement Plan
Data updated 2026-08-25
- $64M
- Total assets Below avg plan size
- 507
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $125,534
- Avg per participant Near avg balance/head
Official DOL plan name: Oral Roberts University Retirement Plan · Sponsored by Oral Roberts University · Oklahoma · Educational Services
$64M in assets, 507 participants
Oral Roberts University's Oral Roberts University Retirement Plan reported $64M in total assets and 507 participants in its 2022 DOL Form 5500 filing, ranking in the 90th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #3,269 in Educational Services (4,024 peers)
Where Oral Roberts University Retirement Plan sits by assets
Oral Roberts University Retirement Plan sits in the top 10% of all filed plans by assets, $64M for 507 participants (~$125,534/participant), down 13.8% in 2022.
- #3,269
- in Educational Services (4,024 peers)
- -13.8%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oral Roberts University Retirement Plan's outsized position by total assets
Oral Roberts University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$63,645,616 Top 10% higher than 90% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Oral Roberts University Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oral Roberts University Retirement Plan sits mid-pack in the medium band (507 participants).
DOL schedule card
Filing strip 730739626 · Oral Roberts University PY 2022 · Other
Oral Roberts University Retirement Plan · $64M · 507 · 90th
- EIN $64M
- EIN 507
- EIN 90th
- EIN Other
- EIN near Convent of the Sacred Heart Plan
- EIN ind #3269
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Oklahoma →
Oral Roberts University Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $74M |
|---|---|
| Net Assets (End of Year) | $64M |
| Net Income | -$10M |
| Employer EIN | 730739626 |
| Plan Effective Date | 1967-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oral Roberts University)
Sponsor-wide plan assets over time
All Oral Roberts University plans reported in each filing year
- Latest sponsor-wide plan assets
- $75M 17.416113939411005% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 507 | $64M |
| 2023 | 1 | 505 | $70M |
| 2024 | 1 | 497 | $75M |
Nearby Other Plans in Oklahoma
Peer Other plans, same state, same plan type, ranked by total assets.
- 403(b) Retirement Savings Plan for Integris Health, Inc. $814M · 11,261
- The University of Tulsa Defined Contribution Retirement Plan $368M · 1,164
- Saint Francis Health System, Inc. 403(b) Savings P $299M · 930
- Oklahoma Christian University Defined Contribution Retirement Plan $46M · 274
- Duncan Regional Hospital 403(b) Plan $46M · 567
Oral Roberts University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is Convent of the Sacred Heart Plan in CT ($64M); by covered participants it is Tempe Life Care Village, Inc. 403(b) Plan in AZ (507 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($64M here).
- Convent of the Sacred Heart Plan (CT) $64M · 163
- Stanley Member Stock Bonus Plan (IA) $64M · 982
- American Mathematical Society Tax-Deferred Annuity Plan (RI) $63M · 192
- May Institute, Inc. Defined Contribution Retirement Plan (MA) $64M · 1,761
Similar participant headcount
Nearest other-state filings by covered participants (507 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.