Other · DOL Form 5500 · 2022

The University of Tulsa Retirement Plan

Data updated 2026-08-25

$368M
Total assets Above avg plan size
1,164
Participants Near avg headcount
97th
Percentile by assets National rank
$316,161
Avg per participant High balance/head
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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.

  • #3,860 in Educational Services (4,024 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.

#3,860
in Educational Services (4,024 peers)
-14.9%
assets change YoY
3.7×
vs typical plan assets (national mean)

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's outsized position by total assets

The University of Tulsa Defined Contribution Retirement Plan vs every filed plan by assets

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

$368,011,522 Top 3% higher than 97% 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

The University of Tulsa Defined Contribution Retirement 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. The University of Tulsa Defined Contribution Retirement Plan lands in the large band (1,164 participants).

Form 5500 schedule snapshot

Filing strip 730579298 · The University of Tulsa PY 2022 · Other

The University of Tulsa Defined Contribution Retirement Plan · $368M · 1,164 · 97th

  • TYPE $368M
  • TYPE 1,164
  • TYPE 97th
  • TYPE Other
  • TYPE near Stevens Institute of Technology Defined Contributi
  • TYPE ind #3860

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 →

The University of Tulsa Defined Contribution Retirement Plan in the asset neighbourhood

Bjc 403(b) Plan$371MStevens Institute of Technology Defined ContributiStevens Institute of Technol…$369MThe University of Tulsa Defined Contribution Retirement PlanThe University of Tulsa Defi…$368MWashington and Lee University Defined Contribution PlanWashington and Lee Universit…$365MMount Holyoke College Defined Contribution Retirement PlanMount Holyoke College Define…$364M
End-of-year total assets ($M) among The University of Tulsa Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$433M
Net Assets (End of Year)$368M
Net Income-$65M
Employer EIN730579298
Plan Effective Date1946-05-07
Filing StatusFILING RECEIVED

Sponsor Plan History (The University of Tulsa)

Sponsor-wide plan assets over time

All The University of Tulsa plans reported in each filing year

Latest sponsor-wide plan assets
$427M 16.13725941982871% vs 2022
2024 filing year
$360M$380M$400M$420M$440M 202220232024 $368M $427M ▲ +16.1%
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 Scatter plot of 6 data points. -5000050001000015000 02004006008001000 Total assets ($M) Participants The University of Tulsa Defined Contribution Retirement Plan, Total assets ($M): 368.011522 · Participants: 1164The University of Tulsa Defined Contribution Retirement Plan403(b) Retirement Savings Plan for Integris Health, Inc., Total assets ($M): 813.613502 · Participants: 11261403(b) Retirement Savings Plan for Integris Health, Inc.Saint Francis Health System, Inc. 403(b) Savings P, Total assets ($M): 298.844539 · Participants: 930Saint Francis Health System, Inc. 403(b) Savings POral Roberts University Retirement Plan, Total assets ($M): 63.645616 · Participants: 507Oral Roberts University Retirement PlanOklahoma Christian University Defined Contribution Retirement Plan, Total assets ($M): 46.419878 · Participants: 274Oklahoma Christian University Defined Contribution Retirement PlanDuncan Regional Hospital 403(b) Plan, Total assets ($M): 46.267573 · Participants: 567Duncan Regional Hospital 403(b) Plan
The University of Tulsa Defined Contribution Retirement Plan vs. nearby Other plans in Oklahoma, assets vs. participants
Compare The University of Tulsa Defined Contribution Retirement Plan side-by-side with 3 peers →

The University of Tulsa Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Oklahoma, the nearest Other by assets is Stevens Institute of Technology Defined Contributi in NJ ($369M); by covered participants it is Northeast District Council of the Opcmia Annuity Fund in NY (1,165 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($368M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,164 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 The University of Tulsa Defined Contribution Retirement Plan assets move in 2022? ▼
The University of Tulsa Defined Contribution Retirement Plan pulled back noticeably - down 14.9% during 2022, from $433M to $368M. Reported net income was -$65M.
How have The University of Tulsa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The University of Tulsa's sponsor-wide assets grew 16.1%, from $368M to $427M.
Where does The University of Tulsa Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
The University of Tulsa Defined Contribution Retirement Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to The University of Tulsa Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Stevens Institute of Technology Defined Contributi in NJ ($369M, 1,235 participants).
Which Other plans cover a similar participant headcount to The University of Tulsa Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Northeast District Council of the Opcmia Annuity Fund in NY (1,165 participants, $173M 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 730579298.

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.