Other · DOL Form 5500 · 2023
Oak Ridge Associated Universities Retirement Plan
Data updated 2026-08-25
- $336M
- Total assets Above avg plan size
- 1,041
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $322,648
- Avg per participant High balance/head
Official DOL plan name: Oak Ridge Associated Universities 403(b) Retirement Plan · Sponsored by Oak Ridge Associated Universities · Tennessee · Educational Services
$336M in assets, 1,041 participants
Oak Ridge Associated Universities's Oak Ridge Associated Universities 403(b) Retirement Plan reported $336M in total assets and 1,041 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #3,527 in Educational Services (3,735 peers)
Where Oak Ridge Associated Universities 403(b) Retirement Plan sits by assets
Oak Ridge Associated Universities 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $336M for 1,041 participants (~$322,648/participant), up 12.2% in 2023.
- #3,527
- in Educational Services (3,735 peers)
- +12.2%
- assets growth YoY
- 3.4×
- vs typical plan assets (national mean)
Oak Ridge Associated Universities 403(b) Retirement Plan's outsized position by total assets
Oak Ridge Associated Universities 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$335,876,857 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Oak Ridge Associated Universities 403(b) Retirement 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. Oak Ridge Associated Universities 403(b) Retirement Plan lands in the large band (1,041 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oak Ridge Associated Universities 403(b) Retirement Plan reported net income rose from -$47M in the plan year 2022 filing to $36M in the plan year 2023 filing.
- Oak Ridge Associated Universities 403(b) Retirement Plan reported participants rose from 764 in the plan year 2022 filing to 1,041 in the plan year 2023 filing.
- Oak Ridge Associated Universities 403(b) Retirement Plan end-of-year assets rose from $299M in the plan year 2022 filing to $336M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 620476816 · Oak Ridge Associated Universities PY 2023 · Other
Oak Ridge Associated Universities 403(b) Retirement Plan · $336M · 1,041 · 96th
- PCT $336M
- PCT 1,041
- PCT 96th
- PCT Other
- PCT near Roger Williams University Retirement Plan
- PCT ind #3527
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 Tennessee →
Oak Ridge Associated Universities 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $299M |
|---|---|
| Net Assets (End of Year) | $336M |
| Net Income | $36M |
| Employer EIN | 620476816 |
| Plan Effective Date | 1948-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oak Ridge Associated Universities)
Sponsor-wide plan assets over time
All Oak Ridge Associated Universities plans reported in each filing year
- Latest sponsor-wide plan assets
- $359M 19.9920880841879% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 764 | $299M |
| 2023 | 1 | 1,041 | $336M |
| 2024 | 1 | 1,114 | $359M |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $4.1B · 30,220
- Vanderbilt University Retirement Plan $2.3B · 6,887
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.1B · 6,010
- Ballad Health 403(b) Plan $616M · 11,769
- Southeastern Carpenters and Millwrights Pension Plan $535M · 2,882
Oak Ridge Associated Universities 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Roger Williams University Retirement Plan in RI ($336M); by covered participants it is Central Peninsula Hospital Retirement Plan in AK (1,041 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($336M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,041 participants); asset peers above are excluded.
- Central Peninsula Hospital Retirement Plan (AK) 1,041 · 0 off
- Texas Scottish Rite Hospital for Children 401(a) Plan (TX) 1,040 · 1 off
- Illinois Institute of Technology Tax Deferred Annuity Plan (IL) 1,042 · 1 off
- Act, Inc. Defined Contribution Retirement Plan (IA) 1,043 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.