Other · DOL Form 5500 · 2022
Oklahoma State University Foundation Retirement Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 171
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $207,458
- Avg per participant Above avg balance/head
Official DOL plan name: Oklahoma State University Foundation 403(b) Retirement Plan · Sponsored by Oklahoma State University Foundation · Oklahoma · Educational Services
$35M in assets, 171 participants
Oklahoma State University Foundation's Oklahoma State University Foundation 403(b) Retirement Plan reported $35M in total assets and 171 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- #2,884 in Educational Services (4,024 peers)
Coverage in Oklahoma
Oklahoma State University Foundation 403(b) Retirement Plan covers 171 participants in Oklahoma, about 23% of the average Oklahoma filer (state average ~760 per filing). Assets: $35M.
- #2,884
- in Educational Services (4,024 peers)
- +16.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Oklahoma State University Foundation 403(b) Retirement Plan's outsized position by total assets
Oklahoma State University Foundation 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$35,475,318 Top 15% higher than 85% 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
Oklahoma State University Foundation 403(b) 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. Oklahoma State University Foundation 403(b) Retirement Plan sits mid-pack in the medium band (171 participants).
EBSA filing schedule strip
Filing strip 736097060 · Oklahoma State University Foundation PY 2022 · Other
Oklahoma State University Foundation 403(b) Retirement Plan · $35M · 171 · 85th
- PART $35M
- PART 171
- PART 85th
- PART Other
- PART near Options Educational 403(b) Retirement Plan
- PART ind #2884
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 Educational Services retirement plans → · Plans in Oklahoma →
Oklahoma State University Foundation 403(b) Retirement Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $5M |
| Employer EIN | 736097060 |
| Plan Effective Date | 1987-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oklahoma State University Foundation)
Sponsor-wide plan assets over time
All Oklahoma State University Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 25.20439704021822% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 171 | $35M |
| 2023 | 1 | 180 | $41M |
| 2024 | 1 | 192 | $44M |
Nearby Other Plans in Oklahoma
Peer Other plans, same state, same plan type, ranked by total assets.
- 403(b) Retirement Savings Plan for Integris Health, Inc. $814M · 11,261
- The University of Tulsa Defined Contribution Retirement Plan $368M · 1,164
- Saint Francis Health System, Inc. 403(b) Savings P $299M · 930
- Oral Roberts University Retirement Plan $64M · 507
- Oklahoma Christian University Defined Contribution Retirement Plan $46M · 274
Oklahoma State University Foundation 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is Options Educational 403(b) Retirement Plan in CA ($35M); by covered participants it is The Stony Brook School Defined Contribution Plan in NY (171 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
Similar participant headcount
Nearest other-state filings by covered participants (171 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.