401(k) · DOL Form 5500 · 2023
Ou Medicine, Inc. 401(k) Plan
Data updated 2026-08-11
- $475M
- Total assets
- 8,170
- Participants
- 97th
- Percentile by assets
- $58,149
- Avg per participant
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.
- 97th percentile by assets (of 127,072 plans)
- #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.
- $475M
- total plan assets (2023 EOY)
- 8,170
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $58,149
- avg assets per participant
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.
Participants vs Oklahoma filers
In Oklahoma, the average filing covers about 760 participants across 1,268 plans. Ou Health 401(k) Plan reports 8,170 participants - 11x that state average ($475M EOY assets).
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $376M |
|---|---|
| Net Assets (End of Year) | $475M |
| Net Income | $99M |
| Employer EIN | 821883948 |
| Plan Effective Date | 2018-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ou Medicine, Inc.)
| 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
- Quiktrip Corporation Retirement Plan $4.2B · 11,746
- The Williams Investment Plus Plan $1.7B · 5,041
- Oneok, Inc. 401(k) Plan $1.2B · 2,965
- Bok Financial 401(k) Plan $1.0B · 4,766
- Devon Energy Corporation Incentive Savings Plan $933M · 1,858
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 (401(k), $592M, 8,530 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ou Health 401(k) Plan by total assets, not by location.
- Successwise Pooled Employer Plan (NJ) $475M · 8,192
- Donnelley Financial Savings Plan (IL) $475M · 1,747
- Robert Half Inc. 401(k) Plan (CA) $476M · 6,601
- Stp Nuclear Operating Company Savings Plan (TX) $475M · 1,025
Frequently Asked Questions
How did Ou Health 401(k) Plan assets move in 2023? ▼
How have Ou Medicine, Inc. plan assets changed over time? ▼
Where does Ou Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Ou Health 401(k) Plan? ▼
Next read for Ou Health 401(k) Plan
Filing takeaways
Ways to act on Ou Health 401(k) Plan's numbers.
- By total assets, Ou Health 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Oklahoma. Compare plans
- Ou Medicine, Inc.'s sponsor-wide assets have grown 57.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans