401(k) · DOL Form 5500 · 2022

University of Oklahoma Foundation 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
131
Participants Small participant base
73rd
Percentile by assets National rank
$114,510
Avg per participant Below avg balance/head
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Official DOL plan name: University of Oklahoma Foundation Savings Plan · Sponsored by University of Oklahoma Foundation · Oklahoma · Educational Services

$15M in assets, 131 participants

University of Oklahoma Foundation's University of Oklahoma Foundation Savings Plan reported $15M in total assets and 131 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #2,220 in Educational Services (4,024 peers)

Coverage in Oklahoma

University of Oklahoma Foundation Savings Plan covers 131 participants in Oklahoma, about 17% of the average Oklahoma filer (state average ~760 per filing). Assets: $15M.

#2,220
in Educational Services (4,024 peers)
+5.5%
assets growth YoY

University of Oklahoma Foundation Savings Plan's outsized position by total assets

University of Oklahoma Foundation Savings Plan vs every filed plan by assets

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

$15,000,797 Top 27% higher than 73% 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

University of Oklahoma Foundation Savings 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. University of Oklahoma Foundation Savings Plan sits mid-pack in the medium band (131 participants).

Plan-year Form 5500 strip

Filing strip 736091755 · University of Oklahoma Foundation PY 2022 · 401(k)

University of Oklahoma Foundation Savings Plan · $15M · 131 · 73rd

  • BOY $15M
  • BOY 131
  • BOY 73rd
  • BOY 401(k)
  • BOY near J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan
  • BOY ind #2220

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 →

University of Oklahoma Foundation Savings Plan in the asset neighbourhood

University of Oklahoma Foundation Savings PlanUniversity of Oklahoma Found…$15MJ.M. Equipment Company, Inc., Profit Sharing 401(k) PlanJ.M. Equipment Company, Inc.…$15MCalmax Technology, Inc. 401(k) Profit Sharing PlanCalmax Technology, Inc. 401(…$15MWeekley Asphalt Paving, Inc. 401(k) PlanWeekley Asphalt Paving, Inc.…$15MBrame Specialty Company, Inc. 401(k) Profit Sharing PlanBrame Specialty Company, Inc…$15M
End-of-year total assets ($M) among University of Oklahoma Foundation Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$786K
Employer EIN736091755
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Oklahoma Foundation)

Sponsor-wide plan assets over time

All University of Oklahoma Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$26M 71.11849457065514% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15M $25.7M ▲ +71.1%
Year Plans Participants Total Assets
2022 1 131 $15M
2023 1 176 $20M
2024 1 181 $26M

Nearby 401(k) Plans in Oklahoma

Peer 401(k) plans, same state, same plan type, ranked by total assets.

University of Oklahoma Foundation Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants University of Oklahoma Foundation Savings Plan, Total assets ($B): 0.015000797 · Participants: 131University of Oklahoma Foundation Savings PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 3.683382046 · Participants: 10862Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.385802682 · Participants: 4848The Williams Investment Plus PlanBok Financial 401(k) Plan, Total assets ($B): 0.917245856 · Participants: 4683Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.791750265 · Participants: 1642Devon Energy Corporation Incentive Savings PlanOne Gas, Inc. 401(k) Plan, Total assets ($B): 0.774155 · Participants: 3586One Gas, Inc. 401(k) Plan
University of Oklahoma Foundation Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare University of Oklahoma Foundation Savings Plan side-by-side with 3 peers →

University of Oklahoma Foundation Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan in CA ($15M); by covered participants it is Premium Brands Holdings Corporation Retirement Plan in WA (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 University of Oklahoma Foundation Savings Plan assets move in 2022? ▼
University of Oklahoma Foundation Savings Plan grew at a solid clip - up 5.5% during 2022, from $14M to $15M. Reported net income was $786K.
How have University of Oklahoma Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Oklahoma Foundation's sponsor-wide assets grew 71.1%, from $15M to $26M.
Which 401(k) plans are similar in size to University of Oklahoma Foundation Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan in CA ($15M, 172 participants).
Which 401(k) plans cover a similar participant headcount to University of Oklahoma Foundation Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Premium Brands Holdings Corporation Retirement Plan in WA (131 participants, $4M 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 736091755.

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.