Defined Benefit (Pension) · DOL Form 5500 · 2022

Ochsner Clinic Foundation Pension Plan

Data updated 2026-08-25

$432M
Total assets Above avg plan size
1,614
Participants Near avg headcount
98th
Percentile by assets National rank
$267,847
Avg per participant High balance/head
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Official DOL plan name: Ochsner Clinic Foundation Retirement Plan · Sponsored by Ochsner Clinic Foundation · Louisiana · Healthcare & Social Assistance

$432M in assets, 1,614 participants

Ochsner Clinic Foundation's Ochsner Clinic Foundation Retirement Plan reported $432M in total assets and 1,614 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #19,629 in Healthcare & Social Assistance (20,060 peers)

Coverage in Louisiana

Ochsner Clinic Foundation Retirement Plan covers 1,614 participants in Louisiana, 3.3x the typical Louisiana plan (state average ~495 per filing). Assets: $432M.

#19,629
in Healthcare & Social Assistance (20,060 peers)
-17.6%
assets change YoY
4.3×
vs typical plan assets (national mean)

The plan reported a net loss of $92M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ochsner Clinic Foundation Retirement Plan's outsized position by total assets

Ochsner Clinic Foundation Retirement Plan vs every filed plan by assets

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

$432,304,840 Top 2% higher than 98% 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

Ochsner Clinic Foundation 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. Ochsner Clinic Foundation Retirement Plan lands in the large band (1,614 participants).

Plan-year Form 5500 strip

Filing strip 720502505 · Ochsner Clinic Foundation PY 2022 · Defined Benefit (Pension)

Ochsner Clinic Foundation Retirement Plan · $432M · 1,614 · 98th

  • EOY $432M
  • EOY 1,614
  • EOY 98th
  • EOY Defined Benefit (Pension)
  • EOY near American Cast Iron Pipe Company Pension Plan
  • EOY ind #19629

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 Louisiana →

Ochsner Clinic Foundation Retirement Plan in the asset neighbourhood

San Diego Electrical Pension PlanSan Diego Electrical Pension…$433MOchsner Clinic Foundation Retirement PlanOchsner Clinic Foundation Re…$432MAmerican Cast Iron Pipe Company Pension PlanAmerican Cast Iron Pipe Comp…$432MColumbia Bank Retirement Plan$432MUnited Mine Workers of America 1985 Construction Workers Pension PlanUnited Mine Workers of Ameri…$432M
End-of-year total assets ($M) among Ochsner Clinic Foundation Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Louisiana filing particulars

Total Assets (Beginning of Year)$524M
Net Assets (End of Year)$431M
Net Income-$92M
Employer EIN720502505
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ochsner Clinic Foundation)

Sponsor-wide plan assets over time

All Ochsner Clinic Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$3.3B 35.04416350072499% vs 2022
2024 filing year
$2B$2.5B$3B$3.5B 202220232024 $2.46B $3.33B ▲ +35.4%
Year Plans Participants Total Assets
2022 3 48,548 $2.5B
2023 3 65,097 $2.9B
2024 3 66,551 $3.3B

Nearby Defined Benefit (Pension) Plans in Louisiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ochsner Clinic Foundation Retirement Plan vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 0123456 Total assets ($B) Participants Ochsner Clinic Foundation Retirement Plan, Total assets ($B): 0.43230484 · Participants: 1614Ochsner Clinic Foundation Retirement PlanLumen Combined Pension Plan, Total assets ($B): 4.797530185 · Participants: 14232Lumen Combined Pension PlanEntergy Corporation Retirement Plan for Non-Bargaining Employees, Total assets ($B): 3.179930453 · Participants: 8484Entergy Corporation Retirement Plan for Non-Bargaining EmployeesEntergy Corporation Retirement Plan for Bargaining Employees, Total assets ($B): 0.898397273 · Participants: 2853Entergy Corporation Retirement Plan for Bargaining EmployeesWillis-Knighton Medical Center Employees Retirement Plan, Total assets ($B): 0.835437782 · Participants: 5676Willis-Knighton Medical Center Employees Retirement PlanEntergy Corporation Retirement Plan III, Total assets ($B): 0.775644865 · Participants: 71Entergy Corporation Retirement Plan III
Ochsner Clinic Foundation Retirement Plan vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants
Compare Ochsner Clinic Foundation Retirement Plan side-by-side with 3 peers →

Ochsner Clinic Foundation Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Louisiana, the nearest Defined Benefit (Pension) by assets is American Cast Iron Pipe Company Pension Plan in AL ($432M); by covered participants it is Alaska United Food & Commercial Workers Pension Fund in WA (1,613 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,614 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 Ochsner Clinic Foundation Retirement Plan assets move in 2022? ▼
Ochsner Clinic Foundation Retirement Plan declined sharply - down 17.6% during 2022, from $524M to $432M. Reported net income was -$92M.
How have Ochsner Clinic Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ochsner Clinic Foundation's sponsor-wide assets grew 35.0%, from $2.5B to $3.3B.
Where does Ochsner Clinic Foundation Retirement Plan rank by assets among Form 5500 filers? ▼
Ochsner Clinic Foundation Retirement Plan ranks in the 98th 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 Defined Benefit (Pension) plans are similar in size to Ochsner Clinic Foundation Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is American Cast Iron Pipe Company Pension Plan in AL ($432M, 869 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ochsner Clinic Foundation Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Alaska United Food & Commercial Workers Pension Fund in WA (1,613 participants, $194M 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 720502505.

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.