Money Purchase · DOL Form 5500 · 2022

Oklahoma Medical Research Foundation Money Purchase Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
460
Participants Below avg headcount
91st
Percentile by assets National rank
$171,962
Avg per participant Above avg balance/head
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Official DOL plan name: Oklahoma Medical Research Foundation for Full-Time Employees · Sponsored by Oklahoma Medical Research Foundation · Oklahoma · Other Services

$79M in assets, 460 participants

Oklahoma Medical Research Foundation's Oklahoma Medical Research Foundation for Full-Time Employees reported $79M in total assets and 460 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.

  • #8,122 in Other Services (8,398 peers)

Where Oklahoma Medical Research Foundation for Full-Time Employees sits by assets

Oklahoma Medical Research Foundation for Full-Time Employees sits in the top 10% of all filed plans by assets, $79M for 460 participants (~$171,962/participant), up 8.8% in 2022.

#8,122
in Other Services (8,398 peers)
+8.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Oklahoma Medical Research Foundation for Full-Time Employees's outsized position by total assets

Oklahoma Medical Research Foundation for Full-Time Employees vs every filed plan by assets

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

$79,102,732 Top 9% higher than 91% 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

Oklahoma Medical Research Foundation for Full-Time Employees 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 Medical Research Foundation for Full-Time Employees sits mid-pack in the medium band (460 participants).

EBSA filing schedule strip

Filing strip 730580274 · Oklahoma Medical Research Foundation PY 2022 · Money Purchase

Oklahoma Medical Research Foundation for Full-Time Employees · $79M · 460 · 91st

  • BOOK $79M
  • VS-ST 460
  • BOY 91st
  • SCH Money Purchase
  • EBSA near Local 804 Annuity Fund
  • PART ind #8122

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 Other Services retirement plans → · Plans in Oklahoma →

Oklahoma Medical Research Foundation for Full-Time Employees in the asset neighbourhood

Sullivan & Worcester LLP Retirement PlanSullivan & Worcester LLP Ret…$80MRoosevelt University 401(a) University Retirement Plan for Faculty and AdministratorsRoosevelt University 401(a) …$80MOklahoma Medical Research Foundation for Full-Time EmployeesOklahoma Medical Research Fo…$79MLocal 804 Annuity Fund$79MCarnegie Corporation of New York Defined Contribution Retirement PlanCarnegie Corporation of New …$79M
End-of-year total assets ($M) among Oklahoma Medical Research Foundation for Full-Time Employees and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$79M
Net Income$6M
Employer EIN730580274
Plan Effective Date1955-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oklahoma Medical Research Foundation)

Sponsor-wide plan assets over time

All Oklahoma Medical Research Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$159M 27.461385269156196% vs 2022
2024 filing year
$120M$140M$160M$180M 202220232024 $125M $159M ▲ +27.5%
Year Plans Participants Total Assets
2022 2 772 $125M
2023 2 839 $142M
2024 2 905 $159M

Nearby Money Purchase Plans in Oklahoma

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

Oklahoma Medical Research Foundation for Full-Time Employees vs. nearby Money Purchase plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 02004006008001000 020406080100 Total assets ($M) Participants Oklahoma Medical Research Foundation for Full-Time Employees, Total assets ($M): 79.102732 · Participants: 460Oklahoma Medical Research Foundation for Full-Time EmployeesGrand Lake Mental Health Center Money Purchase Plan, Total assets ($M): 15.201201 · Participants: 809Grand Lake Mental Health Center Money Purchase PlanThe Crosby Group Hourly Employees Pension Plus Plan, Total assets ($M): 12.78131 · Participants: 460The Crosby Group Hourly Employees Pension Plus PlanTinker Federal Credit Union Target Benefit Plan, Total assets ($M): 11.468481 · Participants: 636Tinker Federal Credit Union Target Benefit PlanIndian Health Care Resource Center Retirement Pla, Total assets ($M): 5.073048 · Participants: 126Indian Health Care Resource Center Retirement PlaLegal Aid Services of Oklahoma, Inc. Defined Contribution Pension Plan, Total assets ($M): 4.860563 · Participants: 262Legal Aid Services of Oklahoma, Inc. Defined Contribution Pension Plan
Oklahoma Medical Research Foundation for Full-Time Employees vs. nearby Money Purchase plans in Oklahoma, assets vs. participants
Compare Oklahoma Medical Research Foundation for Full-Time Employees side-by-side with 3 peers →

Oklahoma Medical Research Foundation for Full-Time Employees's out-of-state Money Purchase peers by assets and headcount

Outside Oklahoma, the nearest Money Purchase by assets is Local 804 Annuity Fund in NY ($79M); by covered participants it is Money Purchase Retirement Plan of U.a. Local 716 in CT (460 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (460 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 Oklahoma Medical Research Foundation for Full-Time Employees assets move in 2022? ▼
Oklahoma Medical Research Foundation for Full-Time Employees grew at a solid clip - up 8.8% during 2022, from $73M to $79M. Reported net income was $6M.
How have Oklahoma Medical Research Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oklahoma Medical Research Foundation's sponsor-wide assets grew 27.5%, from $125M to $159M.
Where does Oklahoma Medical Research Foundation for Full-Time Employees rank by assets among Form 5500 filers? ▼
Oklahoma Medical Research Foundation for Full-Time Employees ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Oklahoma Medical Research Foundation for Full-Time Employees? ▼
Among Money Purchase plans in other states, the closest by assets is Local 804 Annuity Fund in NY ($79M, 5,730 participants).
Which Money Purchase plans cover a similar participant headcount to Oklahoma Medical Research Foundation for Full-Time Employees? ▼
Among Money Purchase plans in other states, the closest by covered participants is Money Purchase Retirement Plan of U.a. Local 716 in CT (460 participants, $32M 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 730580274.

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.