401(k) · DOL Form 5500 · 2023

Ou Medicine, Inc. 401(k) Plan

Data updated 2026-08-25

$475M
Total assets Above avg plan size
8,170
Participants Very large workforce
97th
Percentile by assets National rank
$58,149
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ou Health 401(k) Plan · Sponsored by Ou Medicine, Inc. · Oklahoma · Healthcare & Social Assistance

$475M in assets, 8,170 participants

Ou Medicine, Inc.'s Ou Health 401(k) Plan reported $475M in total assets and 8,170 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #17,249 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oklahoma

Ou Health 401(k) Plan covers 8,170 participants in Oklahoma, 11x the typical Oklahoma plan (state average ~760 per filing). Assets: $475M.

#17,249
in Healthcare & Social Assistance (17,684 peers)
+26.3%
assets growth YoY
4.8×
vs typical plan assets (national mean)

Ou Health 401(k) Plan's outsized position by total assets

Ou Health 401(k) Plan vs every filed plan by assets

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

$475,073,984 Top 3% higher than 97% 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

Ou Health 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ou Health 401(k) Plan lands in the large band (8,170 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ou Health 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to $99M in the plan year 2023 filing.
  • Ou Health 401(k) Plan end-of-year assets rose from $376M in the plan year 2022 filing to $475M in the plan year 2023 filing.
  • Ou Health 401(k) Plan reported participants rose from 6,781 in the plan year 2022 filing to 8,170 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 821883948 · Ou Medicine, Inc. PY 2023 · 401(k)

Ou Health 401(k) Plan · $475M · 8,170 · 97th

  • PHOTO $475M
  • PHOTO 8,170
  • PHOTO 97th
  • PHOTO 401(k)
  • PHOTO near Successwise Pooled Employer Plan
  • PHOTO ind #17249

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 Healthcare & Social Assistance retirement plans → · Plans in Oklahoma →

Ou Health 401(k) Plan in the asset neighbourhood

Robert Half Inc. 401(k) Plan$476MDonnelley Financial Savings PlanDonnelley Financial Savings …$475MSuccesswise Pooled Employer PlanSuccesswise Pooled Employer …$475MOu Health 401(k) Plan$475MStp Nuclear Operating Company Savings PlanStp Nuclear Operating Compan…$475M
End-of-year total assets ($M) among Ou Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$376M
Net Assets (End of Year)$475M
Net Income$99M
Employer EIN821883948
Plan Effective Date2018-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ou Medicine, Inc.)

Sponsor-wide plan assets over time

All Ou Medicine, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$592M 57.296968548212135% vs 2022
2024 filing year
$300M$400M$500M$600M$700M 202220232024 $376M $592M ▲ +57.3%
Year Plans Participants Total Assets
2022 1 6,781 $376M
2023 1 8,170 $475M
2024 1 8,530 $592M

Nearby 401(k) Plans in Oklahoma

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ou Health 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 012345 Total assets ($B) Participants Ou Health 401(k) Plan, Total assets ($B): 0.475073984 · Participants: 8170Ou Health 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Ou Health 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Ou Health 401(k) Plan side-by-side with 3 peers →

Scale composition for Ou Health 401(k) Plan

Ou Health 401(k) Plan reports $475M in end-of-year assets across 8,170 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $58,149 per participant (42% of the national average assets-per-participant) . Net income for plan year 2023 was $99M.

This plan identity (EIN 821883948, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $376M to $592M (+57.3%) while covered participants moved from 6,781 to 8,530 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,781 $376M Open filing
2023 8,170 $475M This page
2024 · index core 8,530 $592M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Ou Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Successwise Pooled Employer Plan in NJ ($475M); by covered participants it is Asbury Automotive Retirement Savings Plan in GA (8,171 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($475M here).

Similar participant headcount

Nearest other-state filings by covered participants (8,170 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 Ou Health 401(k) Plan assets move in 2023? ▼
Ou Health 401(k) Plan grew sharply - up 26.3% during 2023, from $376M to $475M. Reported net income was $99M.
How have Ou Medicine, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ou Medicine, Inc.'s sponsor-wide assets grew 57.3%, from $376M to $592M.
Where does Ou Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Ou Health 401(k) Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ou Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Successwise Pooled Employer Plan in NJ ($475M, 8,192 participants).
Which 401(k) plans cover a similar participant headcount to Ou Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asbury Automotive Retirement Savings Plan in GA (8,171 participants, $574M 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 821883948.

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.