Other · DOL Form 5500 · 2023

Oral Roberts University Retirement Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
505
Participants Below avg headcount
89th
Percentile by assets National rank
$137,687
Avg per participant Near avg balance/head
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Official DOL plan name: Oral Roberts University Retirement Plan · Sponsored by Oral Roberts University · Oklahoma · Educational Services

$70M in assets, 505 participants

Oral Roberts University's Oral Roberts University Retirement Plan reported $70M in total assets and 505 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,969 in Educational Services (3,735 peers)

Where Oral Roberts University Retirement Plan sits by assets

Oral Roberts University Retirement Plan sits in the top quartile of all filed plans by assets, $70M for 505 participants (~$137,687/participant), up 9.2% in 2023.

#2,969
in Educational Services (3,735 peers)
+9.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Oral Roberts University Retirement Plan's outsized position by total assets

Oral Roberts University Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$69,532,126 Top 11% higher than 89% of 127,068 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 2023

Oral Roberts University Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oral Roberts University Retirement Plan sits mid-pack in the medium band (505 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oral Roberts University Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Oral Roberts University Retirement Plan end-of-year assets rose from $64M in the plan year 2022 filing to $70M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 730739626 · Oral Roberts University PY 2023 · Other

Oral Roberts University Retirement Plan · $70M · 505 · 89th

  • RANK $70M
  • PHOTO 505
  • IND 89th
  • EOY Other
  • 5500 near Shady Side Academy Retirement Plan
  • ASSETS ind #2969

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 →

Oral Roberts University Retirement Plan in the asset neighbourhood

Simpson College Defined Contribution Retirement PlanSimpson College Defined Cont…$70MLocal Initiatives Support Corporation Tax Sheltered Annuity PlanLocal Initiatives Support Co…$70MOral Roberts University Retirement PlanOral Roberts University Reti…$70MShady Side Academy Retirement PlanShady Side Academy Retiremen…$70MAmerican Mathematical Society Tax-Deferred Annuity PlanAmerican Mathematical Societ…$70M
End-of-year total assets ($M) among Oral Roberts University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$70M
Net Income$6M
Employer EIN730739626
Plan Effective Date1967-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oral Roberts University)

Sponsor-wide plan assets over time

All Oral Roberts University plans reported in each filing year

Latest sponsor-wide plan assets
$75M 17.416113939411005% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $63.7M $74.7M ▲ +17.4%
Year Plans Participants Total Assets
2022 1 507 $64M
2023 1 505 $70M
2024 1 497 $75M

Nearby Other Plans in Oklahoma

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

Oral Roberts University Retirement Plan vs. nearby Other plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 020040060080010001200 Total assets ($M) Participants Oral Roberts University Retirement Plan, Total assets ($M): 69.532126 · Participants: 505Oral Roberts University Retirement Plan403(b) Retirement Savings Plan for Integris Health, Inc., Total assets ($M): 956.972354 · Participants: 10744403(b) Retirement Savings Plan for Integris Health, Inc.The University of Tulsa Defined Contribution Retirement Plan, Total assets ($M): 403.458221 · Participants: 1127The University of Tulsa Defined Contribution Retirement PlanSaint Francis Health System, Inc. 403(b) Savings P, Total assets ($M): 351.79742 · Participants: 991Saint Francis Health System, Inc. 403(b) Savings PDuncan Regional Hospital 403(b) Plan, Total assets ($M): 53.362761 · Participants: 692Duncan Regional Hospital 403(b) PlanOklahoma Medical Research Foundation Supplemental Retirement Plan, Total assets ($M): 52.070546 · Participants: 359Oklahoma Medical Research Foundation Supplemental Retirement Plan
Oral Roberts University Retirement Plan vs. nearby Other plans in Oklahoma, assets vs. participants
Compare Oral Roberts University Retirement Plan side-by-side with 3 peers →

Oral Roberts University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Oklahoma, the nearest Other by assets is Shady Side Academy Retirement Plan in PA ($70M); by covered participants it is Valley Cities Counseling & Consultation 403(b) Plan in WA (505 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (505 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Oral Roberts University Retirement Plan assets move in 2023? ▼
Oral Roberts University Retirement Plan grew at a solid clip - up 9.2% during 2023, from $64M to $70M. Reported net income was $6M.
How have Oral Roberts University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oral Roberts University's sponsor-wide assets grew 17.4%, from $64M to $75M.
Where does Oral Roberts University Retirement Plan rank by assets among Form 5500 filers? ▼
Oral Roberts University Retirement Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Oral Roberts University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Shady Side Academy Retirement Plan in PA ($70M, 290 participants).
Which Other plans cover a similar participant headcount to Oral Roberts University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Valley Cities Counseling & Consultation 403(b) Plan in WA (505 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 730739626.

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.