Other · DOL Form 5500 · 2022
Ochsner Clinic Foundation Retirement Plan
Data updated 2026-08-25
- $146M
- Total assets Near avg plan size
- 23,862
- Participants Very large workforce
- 94th
- Percentile by assets National rank
- $6,119
- Avg per participant Low balance/head
Official DOL plan name: Ochsner Clinic Foundation 403(b) Plan · Sponsored by Ochsner Clinic Foundation · Louisiana · Healthcare & Social Assistance
$146M in assets, 23,862 participants
Ochsner Clinic Foundation's Ochsner Clinic Foundation 403(b) Plan reported $146M in total assets and 23,862 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #19,100 in Healthcare & Social Assistance (20,060 peers)
Coverage in Louisiana
Ochsner Clinic Foundation 403(b) Plan covers 23,862 participants in Louisiana, 48x the typical Louisiana plan (state average ~495 per filing). Assets: $146M.
- #19,100
- in Healthcare & Social Assistance (20,060 peers)
- +43.2%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ochsner Clinic Foundation 403(b) Plan's outsized position by total assets
Ochsner Clinic Foundation 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$146,009,021 Top 6% higher than 94% 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 403(b) 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 403(b) Plan is a mega filing (23,862 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 720502505 · Ochsner Clinic Foundation PY 2022 · Other
Ochsner Clinic Foundation 403(b) Plan · $146M · 23,862 · 94th
- VS-ST $146M
- VS-ST 23,862
- VS-ST 94th
- VS-ST Other
- VS-ST near Banner Health Employees 403(b) Plan
- VS-ST ind #19100
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 403(b) Plan in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $102M |
|---|---|
| Net Assets (End of Year) | $146M |
| Net Income | -$10M |
| Employer EIN | 720502505 |
| Plan Effective Date | 2004-08-01 |
| 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 Other Plans in Louisiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Tulane University Faculty and Administrative 403(b) Retirement Plan $673M · 3,246
- Tulane University Tax Deferral 403(b) Retirement Plan $467M · 3,343
- Lhc Group 401(k) Plan $399M · 24,876
- Tulane University Staff 403(b) Retirement Plan $261M · 3,481
- Loyola University Retirement Plan $189M · 672
Scale composition for Ochsner Clinic Foundation 403(b) Plan
Ochsner Clinic Foundation 403(b) Plan reports $146M in end-of-year assets across 23,862 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.025% of 93,925,755 covered participants) - about $6,119 per participant (4% of the national average assets-per-participant) . Net income for plan year 2022 was -$10M.
This plan identity (EIN 720502505, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $146M to $194M (+32.8%) while covered participants moved from 23,862 to 32,975 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 23,862 | $146M | This page |
| 2023 | 32,372 | $171M | Open filing |
| 2024 · index core | 32,975 | $194M | 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 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Louisiana, the nearest Other by assets is Banner Health Employees 403(b) Plan in AZ ($146M); by covered participants it is Orlando Health Retirement Savings Plan 403b in FL (23,753 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($146M here).
Similar participant headcount
Nearest other-state filings by covered participants (23,862 participants); asset peers above are excluded.
- Orlando Health Retirement Savings Plan 403b (FL) 23,753 · 109 off
- University Hospitals Health System 403(b) Matched Retirement Savings Plan (OH) 23,582 · 280 off
- The Driscoll Children's Health Employer Matching and Retirement Plan (TX) 23,190 · 672 off
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan (GA) 24,566 · 704 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.