Other · DOL Form 5500 · 2022

Oklahoma Medical Research Foundation Retirement Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
312
Participants Below avg headcount
87th
Percentile by assets National rank
$147,044
Avg per participant Above avg balance/head
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Official DOL plan name: Oklahoma Medical Research Foundation Supplemental Retirement Plan · Sponsored by Oklahoma Medical Research Foundation · Oklahoma · Other Services

$46M in assets, 312 participants

Oklahoma Medical Research Foundation's Oklahoma Medical Research Foundation Supplemental Retirement Plan reported $46M in total assets and 312 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.

  • #7,908 in Other Services (8,398 peers)

Coverage in Oklahoma

Oklahoma Medical Research Foundation Supplemental Retirement Plan covers 312 participants in Oklahoma, about 41% of the average Oklahoma filer (state average ~760 per filing). Assets: $46M.

#7,908
in Other Services (8,398 peers)
+11.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Oklahoma Medical Research Foundation Supplemental Retirement Plan's outsized position by total assets

Oklahoma Medical Research Foundation Supplemental Retirement Plan vs every filed plan by assets

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

$45,877,875 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

Oklahoma Medical Research Foundation Supplemental 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 Medical Research Foundation Supplemental Retirement Plan sits mid-pack in the medium band (312 participants).

EBSA filing schedule strip

Filing strip 730580274 · Oklahoma Medical Research Foundation PY 2022 · Other

Oklahoma Medical Research Foundation Supplemental Retirement Plan · $46M · 312 · 87th

  • NET $46M
  • BOOK 312
  • VS-ST 87th
  • BOY Other
  • SCH near 403(b) Thrift Plan for Employees of Legal Aid Society of Suffolk County, Incorporated
  • EBSA ind #7908

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 Supplemental Retirement Plan in the asset neighbourhood

Miss Porter's School 403(b) Retirement PlanMiss Porter's School 403(b) …$46MOklahoma Medical Research Foundation Supplemental Retirement PlanOklahoma Medical Research Fo…$46M403(b) Thrift Plan for Employees of Legal Aid Society of Suffolk County, Incorporated403(b) Thrift Plan for Emplo…$46MThe American National Standards Institute Tax Deferred Annuity PlanThe American National Standa…$46MValley View Hospital 403(b) PlanValley View Hospital 403(b) …$46M
End-of-year total assets ($M) among Oklahoma Medical Research Foundation Supplemental Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$46M
Net Income$5M
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 Other Plans in Oklahoma

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

Oklahoma Medical Research Foundation Supplemental Retirement Plan vs. nearby Other plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 02004006008001000 Total assets ($M) Participants Oklahoma Medical Research Foundation Supplemental Retirement Plan, Total assets ($M): 45.877875 · Participants: 312Oklahoma Medical Research Foundation Supplemental Retirement Plan403(b) Retirement Savings Plan for Integris Health, Inc., Total assets ($M): 813.613502 · Participants: 11261403(b) Retirement Savings Plan for Integris Health, Inc.The University of Tulsa Defined Contribution Retirement Plan, Total assets ($M): 368.011522 · Participants: 1164The University of Tulsa Defined Contribution Retirement PlanSaint Francis Health System, Inc. 403(b) Savings P, Total assets ($M): 298.844539 · Participants: 930Saint Francis Health System, Inc. 403(b) Savings POral Roberts University Retirement Plan, Total assets ($M): 63.645616 · Participants: 507Oral Roberts University Retirement PlanOklahoma Christian University Defined Contribution Retirement Plan, Total assets ($M): 46.419878 · Participants: 274Oklahoma Christian University Defined Contribution Retirement Plan
Oklahoma Medical Research Foundation Supplemental Retirement Plan vs. nearby Other plans in Oklahoma, assets vs. participants

Oklahoma Medical Research Foundation Supplemental Retirement Plan's out-of-state Other peers by assets and headcount

Outside Oklahoma, the nearest Other by assets is 403(b) Thrift Plan for Employees of Legal Aid Society of Suffolk County, Incorporated in NY ($46M); by covered participants it is Jacksonville Zoo Retirement Plan in FL (312 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (312 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 Supplemental Retirement Plan assets move in 2022?
Oklahoma Medical Research Foundation Supplemental Retirement Plan grew at a solid clip - up 11.9% during 2022, from $41M to $46M. Reported net income was $5M.
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 Supplemental Retirement Plan rank by assets among Form 5500 filers?
Oklahoma Medical Research Foundation Supplemental Retirement 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 Oklahoma Medical Research Foundation Supplemental Retirement Plan?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Legal Aid Society of Suffolk County, Incorporated in NY ($46M, 159 participants).
Which Other plans cover a similar participant headcount to Oklahoma Medical Research Foundation Supplemental Retirement Plan?
Among Other plans in other states, the closest by covered participants is Jacksonville Zoo Retirement Plan in FL (312 participants, $8M in assets).