Other · DOL Form 5500 · 2022
Oglethorpe University Retirement Plan
Data updated 2026-08-11
- $33M
- Total assets
- 256
- Participants
- 84th
- Percentile by assets
- $128,180
- Avg per participant
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.
- 84th percentile by assets (of 139,126 plans)
- #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.
- $33M
- total plan assets (2022 EOY)
- 256
- covered participants
- 84th
- percentile by assets (of 139,126 plans)
- $128,180
- avg assets per participant
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.
Participants vs Georgia filers
In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Oglethorpe University 403(b) Retirement Program reports 256 participants - about 23% of that state average ($33M EOY assets).
Georgia filing particulars
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | -$6M |
| Employer EIN | 580568698 |
| Plan Effective Date | 1961-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oglethorpe University)
| 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
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan $1.7B · 24,566
- Northside Hospital 403(b) Retirement Plan $1.2B · 25,169
- Childrens Healthcare of Atlanta Inc Share Plan $1.0B · 12,262
- IBEW Local 613 Defined Contribution Pension Plan $582M · 5,837
- Mercer University Defined Contribution Retirement Plan $454M · 1,982
Similar-Sized Other Plans Nationally
Other plans in other states closest to Oglethorpe University 403(b) Retirement Program by total assets, not by location.
- The Lebanese American University 403(b) Plan (NY) $33M · 99
- Chc Retirement Savings Plan (WA) $33M · 580
- Agrace Hospicecare Employee Retirement Plan (WI) $33M · 784
- Town School for Boys DC Retirement Plan (CA) $33M · 124
Frequently Asked Questions
How did Oglethorpe University 403(b) Retirement Program assets move in 2022? ▼
How have Oglethorpe University plan assets changed over time? ▼
Where does Oglethorpe University 403(b) Retirement Program rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Oglethorpe University 403(b) Retirement Program? ▼
Next read for Oglethorpe University 403(b) Retirement …
Filing takeaways
Ways to act on Oglethorpe University 403(b) Retirement Program's numbers.
- By total assets, Oglethorpe University 403(b) Retirement Program ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Georgia. Compare plans
- Oglethorpe University's sponsor-wide assets have grown 26.1% since 2022 across 3 plan years on file. More Educational Services plans