Other · DOL Form 5500 · 2022

Oglethorpe University Retirement Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
256
Participants Below avg headcount
84th
Percentile by assets National rank
$128,180
Avg per participant Near avg balance/head
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Official DOL plan name: Oglethorpe University 403(b) Retirement Program · Sponsored by Oglethorpe University · Georgia · Educational Services

$33M in assets, 256 participants

Oglethorpe University's Oglethorpe University 403(b) Retirement Program reported $33M in total assets and 256 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,831 in Educational Services (4,024 peers)

Coverage in Georgia

Oglethorpe University 403(b) Retirement Program covers 256 participants in Georgia, about 23% of the average Georgia filer (state average ~1,096 per filing). Assets: $33M.

#2,831
in Educational Services (4,024 peers)
-15.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oglethorpe University 403(b) Retirement Program's outsized position by total assets

Oglethorpe University 403(b) Retirement Program vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$32,814,011 Top 16% higher than 84% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Oglethorpe University 403(b) Retirement Program 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. Oglethorpe University 403(b) Retirement Program sits mid-pack in the medium band (256 participants).

Published 5500 schedule card

Filing strip 580568698 · Oglethorpe University PY 2022 · Other

Oglethorpe University 403(b) Retirement Program · $33M · 256 · 84th

  • BOOK $33M
  • BOOK 256
  • BOOK 84th
  • BOOK Other
  • BOOK near The Lebanese American University 403(b) Plan
  • BOOK ind #2831

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 Georgia →

Oglethorpe University 403(b) Retirement Program in the asset neighbourhood

Agrace Hospicecare Employee Retirement PlanAgrace Hospicecare Employee …$33MThe Lebanese American University 403(b) PlanThe Lebanese American Univer…$33MOglethorpe University 403(b) Retirement ProgramOglethorpe University 403(b)…$33MChc Retirement Savings Plan$33MTown School for Boys DC Retirement PlanTown School for Boys DC Reti…$33M
End-of-year total assets ($M) among Oglethorpe University 403(b) Retirement Program and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$33M
Net Income-$6M
Employer EIN580568698
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oglethorpe University)

Sponsor-wide plan assets over time

All Oglethorpe University plans reported in each filing year

Latest sponsor-wide plan assets
$41M 26.064094998932013% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $32.8M $41.4M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 256 $33M
2023 1 310 $37M
2024 1 308 $41M

Nearby Other Plans in Georgia

Peer Other plans, same state, same plan type, ranked by total assets.

Oglethorpe University 403(b) Retirement Program vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Oglethorpe University 403(b) Retirement Program, Total assets ($B): 0.032814011 · Participants: 256Oglethorpe University 403(b) Retirement ProgramWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 1.705581692 · Participants: 24566Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.237822022 · Participants: 25169Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.044721516 · Participants: 12262Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.582319759 · Participants: 5837IBEW Local 613 Defined Contribution Pension PlanMercer University Defined Contribution Retirement Plan, Total assets ($B): 0.453786357 · Participants: 1982Mercer University Defined Contribution Retirement Plan
Oglethorpe University 403(b) Retirement Program vs. nearby Other plans in Georgia, assets vs. participants
Compare Oglethorpe University 403(b) Retirement Program side-by-side with 3 peers →

Oglethorpe University 403(b) Retirement Program's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is The Lebanese American University 403(b) Plan in NY ($33M); by covered participants it is San Diego Family Care 403(b) Retirement Plan in CA (256 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (256 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.

Frequently Asked Questions

How did Oglethorpe University 403(b) Retirement Program assets move in 2022? ▼
Oglethorpe University 403(b) Retirement Program declined sharply - down 15.4% during 2022, from $39M to $33M. Reported net income was -$6M.
How have Oglethorpe University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oglethorpe University's sponsor-wide assets grew 26.1%, from $33M to $41M.
Where does Oglethorpe University 403(b) Retirement Program rank by assets among Form 5500 filers? ▼
Oglethorpe University 403(b) Retirement Program ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Oglethorpe University 403(b) Retirement Program? ▼
Among Other plans in other states, the closest by assets is The Lebanese American University 403(b) Plan in NY ($33M, 99 participants).
Which Other plans cover a similar participant headcount to Oglethorpe University 403(b) Retirement Program? ▼
Among Other plans in other states, the closest by covered participants is San Diego Family Care 403(b) Retirement Plan in CA (256 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 580568698.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.