Money Purchase · DOL Form 5500 · 2022
Oup USA Money Purchase Plan
Data updated 2026-08-25
- $70M
- Total assets Below avg plan size
- 412
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $170,954
- Avg per participant Above avg balance/head
Official DOL plan name: Oup USA Defined Contribution Retirement Plan · Sponsored by Oup USA · New York · Information & Media
$70M in assets, 412 participants
Oup USA's Oup USA Defined Contribution Retirement Plan reported $70M in total assets and 412 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- #2,510 in Information & Media (2,911 peers)
Where Oup USA Defined Contribution Retirement Plan sits by assets
Oup USA Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $70M for 412 participants (~$170,954/participant), down 7.4% in 2022.
- #2,510
- in Information & Media (2,911 peers)
- -7.4%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oup USA Defined Contribution Retirement Plan's outsized position by total assets
Oup USA Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$70,432,931 Top 9% higher than 91% 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
Oup USA Defined Contribution Retirement 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 Defined Contribution Retirement Plan sits mid-pack in the medium band (412 participants).
Form 5500 schedule snapshot
Filing strip 986001062 · Oup USA PY 2022 · Money Purchase
Oup USA Defined Contribution Retirement Plan · $70M · 412 · 91st
- ASSETS $70M
- PCT 412
- EIN 91st
- RANK Money Purchase
- PHOTO near Southern Ct IBEW Annuity Plan
- IND ind #2510
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 Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | -$6M |
| Employer EIN | 986001062 |
| Plan Effective Date | 1987-10-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,318 | $148M |
| 2023 | 3 | 1,239 | $164M |
| 2024 | 3 | 1,164 | $163M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $4.5B · 11,825
- Young Men's Christian Association Retirement Fund Retirement Plan $3.6B · 42,922
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $1.7B · 11,845
- Brookhaven Science Associates, LLC Retirement Plan $1.3B · 2,436
- Iron Workers Locals 40,361, & 417 Annuity Fund $1.1B · 5,068
Oup USA Defined Contribution Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Southern Ct IBEW Annuity Plan in CT ($71M); by covered participants it is Hotel & Restaurant Industry Restated Pension Plan in WI (409 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($70M here).
Similar participant headcount
Nearest other-state filings by covered participants (412 participants); asset peers above are excluded.
- Hotel & Restaurant Industry Restated Pension Plan (WI) 409 · 3 off
- Pine Crest Preparatory School, Inc. Money Purchase Pension Plan (FL) 415 · 3 off
- Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan (CA) 417 · 5 off
- Williamsburg Regional Hospital Employees Pension Plan (SC) 418 · 6 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.