Other · DOL Form 5500 · 2022
The University of Tulsa Retirement Plan
Data updated 2026-08-06
- $368M
- Total assets
- 1,164
- Participants
- 97th
- Percentile by assets
- $316,161
- Avg per participant
Official DOL plan name: The University of Tulsa Defined Contribution Retirement Plan · Sponsored by The University of Tulsa · Oklahoma · Educational Services
$368M in assets, 1,164 participants
The University of Tulsa's The University of Tulsa Defined Contribution Retirement Plan reported $368M in total assets and 1,164 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.
- 97th percentile by assets (of 139,258 plans)
- #3,861 in Educational Services (4,025 peers)
Where The University of Tulsa Defined Contribution Retirement Plan sits by assets
The University of Tulsa Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $368M for 1,164 participants (~$316,161/participant), down 14.9% in 2022.
- $368M
- total plan assets (2022 EOY)
- 1,164
- covered participants
- 97th
- percentile by assets (of 139,258 plans)
- $316,161
- avg assets per participant
The plan reported a net loss of $65M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The University of Tulsa Defined Contribution Retirement Plan vs the 2022 asset distribution
By assets, The University of Tulsa Defined Contribution Retirement Plan outranks 97% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.7x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $433M |
|---|---|
| Net Assets (End of Year) | $368M |
| Net Income | -$65M |
| Employer EIN | 730579298 |
| Plan Effective Date | 1946-05-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The University of Tulsa)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,164 | $368M |
| 2023 | 1 | 1,127 | $403M |
| 2024 | 1 | 1,162 | $427M |
Nearby Other Plans in Oklahoma
Peer Other plans, same state, same plan type, ranked by total assets.
The University of Tulsa Defined Contribution Retirement Plan vs. nearby Other plans in Oklahoma, assets vs. participants
- 403(b) Retirement Savings Plan for Integris Health, Inc. $814M · 11,261
- Saint Francis Health System, Inc. 403(b) Savings P $299M · 930
- Oral Roberts University Retirement Plan $64M · 507
- Oklahoma Christian University Defined Contribution Retirement Plan $46M · 274
- Duncan Regional Hospital 403(b) Plan $46M · 567
Similar-Sized Other Plans Nationally
Other plans in other states closest to The University of Tulsa Defined Contribution Retirement Plan by total assets, not by location.
- Stevens Institute of Technology Defined Contributi (NJ) $369M · 1,235
- Washington and Lee University Defined Contribution Plan (VA) $365M · 1,209
- Bjc 403(b) Plan (MO) $371M · 5,418
- Mount Holyoke College Defined Contribution Retirement Plan (MA) $364M · 1,399
Frequently Asked Questions
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Ways to act on The University of Tulsa Defined Contribution Retirement Plan's numbers.
- By total assets, The University of Tulsa Defined Contribution Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Oklahoma. Compare plans
- The University of Tulsa's sponsor-wide assets have grown 16.1% since 2022 across 3 plan years on file. More Educational Services plans