Other · DOL Form 5500 · 2022

Oup USA Retirement Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
533
Participants Below avg headcount
87th
Percentile by assets National rank
$82,793
Avg per participant Below avg balance/head
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Official DOL plan name: Oup USA Tax Deferred Annuity Plan · Sponsored by Oup USA · New York · Information & Media

$44M in assets, 533 participants

Oup USA's Oup USA Tax Deferred Annuity Plan reported $44M in total assets and 533 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,362 in Information & Media (2,911 peers)

Where Oup USA Tax Deferred Annuity Plan sits by assets

Oup USA Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $44M for 533 participants (~$82,793/participant), up 2.9% in 2022.

#2,362
in Information & Media (2,911 peers)
+2.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Oup USA Tax Deferred Annuity Plan's outsized position by total assets

Oup USA Tax Deferred Annuity Plan vs every filed plan by assets

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

$44,128,857 Top 13% higher than 87% 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

Oup USA Tax Deferred Annuity Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oup USA Tax Deferred Annuity Plan sits mid-pack in the medium band (533 participants).

Published 5500 schedule card

Filing strip 986001062 · Oup USA PY 2022 · Other

Oup USA Tax Deferred Annuity Plan · $44M · 533 · 87th

  • IND $44M
  • IND 533
  • IND 87th
  • IND Other
  • IND near Shipley School Defined Contribution Retirement Pla
  • IND ind #2362

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 Information & Media retirement plans → · Plans in New York →

Oup USA Tax Deferred Annuity Plan in the asset neighbourhood

Elwyn Defined Contribution 403(b) PlanElwyn Defined Contribution 4…$44MRingling College of Art and Design Retirement PlanRingling College of Art and …$44MOup USA Tax Deferred Annuity PlanOup USA Tax Deferred Annuity…$44MShipley School Defined Contribution Retirement PlaShipley School Defined Contr…$44MThe Park School Defined Contribution Retirement PlanThe Park School Defined Cont…$44M
End-of-year total assets ($M) among Oup USA Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$44M
Net Income$1M
Employer EIN986001062
Plan Effective Date1987-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oup USA)

Sponsor-wide plan assets over time

All Oup USA plans reported in each filing year

Latest sponsor-wide plan assets
$163M 10.365916336018003% vs 2022
2024 filing year
$145M$150M$155M$160M$165M$170M 202220232024 $148M $163M ▲ +10.4%
Year Plans Participants Total Assets
2022 3 1,318 $148M
2023 3 1,239 $164M
2024 3 1,164 $163M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Oup USA Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Oup USA Tax Deferred Annuity Plan, Total assets ($B): 0.044128857 · Participants: 533Oup USA Tax Deferred Annuity PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Oup USA Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare Oup USA Tax Deferred Annuity Plan side-by-side with 3 peers →

Oup USA Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Shipley School Defined Contribution Retirement Pla in PA ($44M); by covered participants it is Huggins Hospital Retirement Savings Plan in NH (533 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (533 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 Oup USA Tax Deferred Annuity Plan assets move in 2022? ▼
Oup USA Tax Deferred Annuity Plan edged up modestly - up 2.9% during 2022, from $43M to $44M. Reported net income was $1M.
How have Oup USA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oup USA's sponsor-wide assets grew 10.4%, from $148M to $163M.
Where does Oup USA Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Oup USA Tax Deferred Annuity Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Oup USA Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Shipley School Defined Contribution Retirement Pla in PA ($44M, 204 participants).
Which Other plans cover a similar participant headcount to Oup USA Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Huggins Hospital Retirement Savings Plan in NH (533 participants, $34M 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 986001062.

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.