401(k) · DOL Form 5500 · 2022
Ochsner Clinic Foundation 401(k) Plan
Data updated 2026-08-25
- $1.9B
- Total assets Very large vs avg
- 23,072
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $81,722
- Avg per participant Below avg balance/head
Official DOL plan name: Ochsner Clinic Foundation 401(k) Plan · Sponsored by Ochsner Clinic Foundation · Louisiana · Healthcare & Social Assistance
$1.9B in assets, 23,072 participants
Ochsner Clinic Foundation's Ochsner Clinic Foundation 401(k) Plan reported $1.9B in total assets and 23,072 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #19,979 in Healthcare & Social Assistance (20,060 peers)
Coverage in Louisiana
Ochsner Clinic Foundation 401(k) Plan covers 23,072 participants in Louisiana, 47x the typical Louisiana plan (state average ~495 per filing). Assets: $1.9B.
- #19,979
- in Healthcare & Social Assistance (20,060 peers)
- -9.0%
- assets change YoY
- 19×
- vs typical plan assets (national mean)
The plan reported a net loss of $234M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ochsner Clinic Foundation 401(k) Plan's outsized position by total assets
Ochsner Clinic Foundation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,885,488,107 Top 1% higher than 99% 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
Ochsner Clinic Foundation 401(k) Plan's mega-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 401(k) Plan is a mega filing (23,072 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 720502505 · Ochsner Clinic Foundation PY 2022 · 401(k)
Ochsner Clinic Foundation 401(k) Plan · $1.9B · 23,072 · 99th
- PCT $1.9B
- EIN 23,072
- RANK 99th
- PHOTO 401(k)
- IND near Performance Contracting Group, Inc. ESOP/401(k) Plan
- EOY ind #19979
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 401(k) Plan in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $2.1B |
|---|---|
| Net Assets (End of Year) | $1.9B |
| Net Income | -$234M |
| Employer EIN | 720502505 |
| Plan Effective Date | 1985-06-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 48,548 | $2.5B |
| 2023 | 3 | 65,097 | $2.9B |
| 2024 | 3 | 66,551 | $3.3B |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Savings Plan of Entergy Corporation and Subsidiaries $3.4B · 11,580
- Amedisys Holding, LLC 401(k) Plan $718M · 20,184
- Louisiana Children's Medical Center Retirement and Savings Plan $716M · 12,675
- Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program $491M · 3,660
- Turner Industries 401(k) Plan $415M · 19,479
Scale composition for Ochsner Clinic Foundation 401(k) Plan
Ochsner Clinic Foundation 401(k) Plan reports $1.9B in end-of-year assets across 23,072 participants (0.015% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.025% of 93,925,755 covered participants) - about $81,722 per participant (59% of the national average assets-per-participant) . Net income for plan year 2022 was -$234M.
This plan identity (EIN 720502505, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.9B to $2.7B (+42.6%) while covered participants moved from 23,072 to 32,229 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 23,072 | $1.9B | This page |
| 2023 | 31,221 | $2.3B | Open filing |
| 2024 · index core | 32,229 | $2.7B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Ochsner Clinic Foundation 401(k) Plan (401(k), $2.7B, 32,229 participants)
- Ochsner Clinic Foundation Retirement Plan (Defined Benefit (Pension), $444M, 1,347 participants)
- Ochsner Clinic Foundation 403(b) Plan (Other, $194M, 32,975 participants)
Ochsner Clinic Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Performance Contracting Group, Inc. ESOP/401(k) Plan in KS ($1.9B); by covered participants it is National Electrical 401(k) Plan in MD (23,120 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.9B here).
- Performance Contracting Group, Inc. ESOP/401(k) Plan (KS) $1.9B · 1,231
- The Clorox Company 401(k) Plan (CA) $1.9B · 6,266
- J. C. Penney Corporation, Inc. Safe Harbor 401(k) Savings Plan (TX) $1.9B · 45,500
- Enterprise 401(k) Plan (TX) $1.9B · 6,972
Similar participant headcount
Nearest other-state filings by covered participants (23,072 participants); asset peers above are excluded.
- National Electrical 401(k) Plan (MD) 23,120 · 48 off
- Conagra Brands Retirement Income Savings Plan (IL) 23,122 · 50 off
- United Airlines Flight Attendant 401(k) Plan (IL) 23,146 · 74 off
- The Fidelity National Financial Group 401(k) Profit Sharing Plan (FL) 22,996 · 76 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.