401(k) · DOL Form 5500 · 2022
Ou Medicine, Inc. 401(k) Plan
Data updated 2026-08-25
- $376M
- Total assets Above avg plan size
- 6,781
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $55,456
- Avg per participant Low balance/head
Official DOL plan name: Ou Health 401(k) Plan · Sponsored by Ou Medicine, Inc. · Oklahoma · Healthcare & Social Assistance
$376M in assets, 6,781 participants
Ou Medicine, Inc.'s Ou Health 401(k) Plan reported $376M in total assets and 6,781 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #19,582 in Healthcare & Social Assistance (20,060 peers)
Coverage in Oklahoma
Ou Health 401(k) Plan covers 6,781 participants in Oklahoma, 8.9x the typical Oklahoma plan (state average ~760 per filing). Assets: $376M.
- #19,582
- in Healthcare & Social Assistance (20,060 peers)
- -3.2%
- assets change YoY
- 3.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ou Health 401(k) Plan's outsized position by total assets
Ou Health 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$376,047,907 Top 3% higher than 97% 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
Ou Health 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ou Health 401(k) Plan lands in the large band (6,781 participants).
EBSA filing schedule strip
Filing strip 821883948 · Ou Medicine, Inc. PY 2022 · 401(k)
Ou Health 401(k) Plan · $376M · 6,781 · 97th
- BOOK $376M
- VS-ST 6,781
- BOY 97th
- SCH 401(k)
- EBSA near Vermeer Corporation 401(k) Retirement Plan
- PART ind #19582
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 Healthcare & Social Assistance retirement plans → · Plans in Oklahoma →
Ou Health 401(k) Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $388M |
|---|---|
| Net Assets (End of Year) | $376M |
| Net Income | -$12M |
| Employer EIN | 821883948 |
| Plan Effective Date | 2018-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ou Medicine, Inc.)
Sponsor-wide plan assets over time
All Ou Medicine, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $592M 57.296968548212135% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,781 | $376M |
| 2023 | 1 | 8,170 | $475M |
| 2024 | 1 | 8,530 | $592M |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $3.7B · 10,862
- The Williams Investment Plus Plan $1.4B · 4,848
- Bok Financial 401(k) Plan $917M · 4,683
- Devon Energy Corporation Incentive Savings Plan $792M · 1,642
- One Gas, Inc. 401(k) Plan $774M · 3,586
Scale composition for Ou Health 401(k) Plan
Ou Health 401(k) Plan reports $376M in end-of-year assets across 6,781 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $55,456 per participant (40% of the national average assets-per-participant) . Net income for plan year 2022 was -$12M.
This plan identity (EIN 821883948, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $376M to $592M (+57.3%) while covered participants moved from 6,781 to 8,530 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,781 | $376M | This page |
| 2023 | 8,170 | $475M | Open filing |
| 2024 · index core | 8,530 | $592M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Ou Health 401(k) Plan (401(k), $592M, 8,530 participants)
Ou Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Vermeer Corporation 401(k) Retirement Plan in IA ($376M); by covered participants it is Grand Canyon University Employees 401(k) Plan in AZ (6,779 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($376M here).
- Vermeer Corporation 401(k) Retirement Plan (IA) $376M · 3,531
- Purdue Pharma L.P. and Participating Associated Companies Retirement Savings 401(k) Plan (CT) $376M · 497
- Employee P/S Ret Plan & Trust of Foster Farms Group (CA) $376M · 10,636
- Knight-Swift Transportation Holdings, Inc. Retirement Plan (AZ) $376M · 17,874
Similar participant headcount
Nearest other-state filings by covered participants (6,781 participants); asset peers above are excluded.
- Grand Canyon University Employees 401(k) Plan (AZ) 6,779 · 2 off
- Nationstar Mortgage 401(k) Retirement Plan (TX) 6,789 · 8 off
- Cliftonlarsonallen LLP 401(k) Retirement Plan (MN) 6,789 · 8 off
- Esa Management, LLC 401(k) Plan (NC) 6,790 · 9 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.