Other · DOL Form 5500 · 2022
Oak Ridge Associated Universities Retirement Plan
Data updated 2026-08-25
- $299M
- Total assets Above avg plan size
- 764
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $391,867
- Avg per participant High balance/head
Official DOL plan name: Oak Ridge Associated Universities 403(b) Retirement Plan · Sponsored by Oak Ridge Associated Universities · Tennessee · Educational Services
$299M in assets, 764 participants
Oak Ridge Associated Universities's Oak Ridge Associated Universities 403(b) Retirement Plan reported $299M in total assets and 764 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.
- #3,817 in Educational Services (4,024 peers)
Where Oak Ridge Associated Universities 403(b) Retirement Plan sits by assets
Oak Ridge Associated Universities 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $299M for 764 participants (~$391,867/participant), down 13.7% in 2022.
- #3,817
- in Educational Services (4,024 peers)
- -13.7%
- assets change YoY
- 3.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $47M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oak Ridge Associated Universities 403(b) Retirement Plan's outsized position by total assets
Oak Ridge Associated Universities 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$299,386,401 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
Oak Ridge Associated Universities 403(b) 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. Oak Ridge Associated Universities 403(b) Retirement Plan sits mid-pack in the medium band (764 participants).
Form 5500 schedule snapshot
Filing strip 620476816 · Oak Ridge Associated Universities PY 2022 · Other
Oak Ridge Associated Universities 403(b) Retirement Plan · $299M · 764 · 97th
- 5500 $299M
- ASSETS 764
- PCT 97th
- EIN Other
- RANK near St. Lawrence University 403(b) Retirement Plan
- PHOTO ind #3817
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 Tennessee →
Oak Ridge Associated Universities 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $347M |
|---|---|
| Net Assets (End of Year) | $299M |
| Net Income | -$47M |
| Employer EIN | 620476816 |
| Plan Effective Date | 1948-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oak Ridge Associated Universities)
Sponsor-wide plan assets over time
All Oak Ridge Associated Universities plans reported in each filing year
- Latest sponsor-wide plan assets
- $359M 19.9920880841879% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 764 | $299M |
| 2023 | 1 | 1,041 | $336M |
| 2024 | 1 | 1,114 | $359M |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $3.4B · 28,507
- Vanderbilt University Retirement Plan $2.1B · 6,874
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $919M · 4,892
- Ballad Health 403(b) Plan $517M · 11,477
- Southeastern Carpenters and Millwrights Pension Plan $468M · 9,451
Oak Ridge Associated Universities 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is St. Lawrence University 403(b) Retirement Plan in NY ($299M); by covered participants it is 403(b) Thrift Plan of East End Disability Associates, Inc. in NY (763 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($299M here).
- St. Lawrence University 403(b) Retirement Plan (NY) $299M · 688
- University of San Francisco Voluntary Retirement Plan (CA) $299M · 1,665
- Saint Francis Health System, Inc. 403(b) Savings P (OK) $299M · 930
- Skidmore 403(b) Retirement Plan (NY) $300M · 694
Similar participant headcount
Nearest other-state filings by covered participants (764 participants); asset peers above are excluded.
- 403(b) Thrift Plan of East End Disability Associates, Inc. (NY) 763 · 1 off
- Community Hospitals and Wellness Centers 403(b) Plan (OH) 766 · 2 off
- Cds Life Transitions 403(b) Plan (NY) 766 · 2 off
- Somerset Hospital 403(b) Plan (PA) 762 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.