Other · DOL Form 5500 · 2022

Oklahoma State University Foundation Retirement Plan

Data updated 2026-08-11

$35M
Total assets
171
Participants
85th
Percentile by assets
$207,458
Avg per participant
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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.

  • 85th percentile by assets (of 139,126 plans)
  • #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.

$35M
total plan assets (2022 EOY)
171
covered participants
85th
percentile by assets (of 139,126 plans)
$207,458
avg assets per participant

Where Oklahoma State University Foundation 403(b) Retirement Plan sits 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

This plan $0 $2,010,000,000 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

State
Oklahoma
Industry
Educational Services

Participants vs Oklahoma filers

In Oklahoma, the average filing covers about 760 participants across 1,268 plans. Oklahoma State University Foundation 403(b) Retirement Plan reports 171 participants - about 23% of that state average ($35M EOY assets).

Oklahoma filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$35M
Net Income$5M
Employer EIN736097060
Plan Effective Date1987-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oklahoma State University Foundation)

$30M$35M$40M$45M$50M 202220232024 $35.5M $44.4M ▲ +25.2%
Total plan assets by year, all Oklahoma State University Foundation plans on file
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.

Oklahoma State University Foundation 403(b) Retirement Plan vs. nearby Other plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Oklahoma State Unive…, Total assets ($M): 35.475318 · Participants: 171Oklahoma State Unive…403(b) Retirement Sa…, Total assets ($M): 813.613502 · Participants: 11261403(b) Retirement Sa…The University of Tu…, Total assets ($M): 368.011522 · Participants: 1164The University of Tu…Saint Francis Health…, Total assets ($M): 298.844539 · Participants: 930Saint Francis Health…Oral Roberts Univers…, Total assets ($M): 63.645616 · Participants: 507Oral Roberts Univers…Oklahoma Christian U…, Total assets ($M): 46.419878 · Participants: 274Oklahoma Christian U…
Oklahoma State University Foundation 403(b) Retirement Plan vs. nearby Other plans in Oklahoma, assets vs. participants
Compare Oklahoma State University Foundation 403… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Oklahoma State University Foundation 403(b) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Oklahoma State University Foundation 403(b) Retirement Plan assets move in 2022? ▼
Oklahoma State University Foundation 403(b) Retirement Plan grew sharply - up 16.6% during 2022, from $30M to $35M. Reported net income was $5M.
How have Oklahoma State University Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oklahoma State University Foundation's sponsor-wide assets grew 25.2%, from $35M to $44M.
Where does Oklahoma State University Foundation 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Oklahoma State University Foundation 403(b) Retirement Plan ranks in the 85th 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 Oklahoma State University Foundation 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Options Educational 403(b) Retirement Plan in CA ($35M, 935 participants).

Next read for Oklahoma State University Foundation 403…

Filing takeaways

Ways to act on Oklahoma State University Foundation 403(b) Retirement Plan's numbers.

  • By total assets, Oklahoma State University Foundation 403(b) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Oklahoma. Compare plans
  • Oklahoma State University Foundation's sponsor-wide assets have grown 25.2% since 2022 across 3 plan years on file. More Educational Services plans

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 736097060.

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.