401(k) · DOL Form 5500 · 2023

Ochsner Clinic Foundation 401(k) Plan

Data updated 2026-08-25

$2.3B
Total assets Very large vs avg
31,221
Participants Very large workforce
99th
Percentile by assets National rank
$73,820
Avg per participant Below avg balance/head
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Official DOL plan name: Ochsner Clinic Foundation 401(k) Plan · Sponsored by Ochsner Clinic Foundation · Louisiana · Healthcare & Social Assistance

$2.3B in assets, 31,221 participants

Ochsner Clinic Foundation's Ochsner Clinic Foundation 401(k) Plan reported $2.3B in total assets and 31,221 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #17,601 in Healthcare & Social Assistance (17,684 peers)

Coverage in Louisiana

Ochsner Clinic Foundation 401(k) Plan covers 31,221 participants in Louisiana, 63x the typical Louisiana plan (state average ~495 per filing). Assets: $2.3B.

#17,601
in Healthcare & Social Assistance (17,684 peers)
+22.2%
assets growth YoY
23×
vs typical plan assets (national mean)

Ochsner Clinic Foundation 401(k) Plan's outsized position by total assets

Ochsner Clinic Foundation 401(k) Plan vs every filed plan by assets

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

$2,304,723,514 Top 1% higher than 99% 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

Ochsner Clinic Foundation 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ochsner Clinic Foundation 401(k) Plan is a mega filing (31,221 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ochsner Clinic Foundation 401(k) Plan reported net income rose from -$234M in the plan year 2022 filing to $419M in the plan year 2023 filing.
  • Ochsner Clinic Foundation 401(k) Plan reported participants rose from 23,072 in the plan year 2022 filing to 31,221 in the plan year 2023 filing.
  • Ochsner Clinic Foundation 401(k) Plan end-of-year assets rose from $1.9B in the plan year 2022 filing to $2.3B in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 720502505 · Ochsner Clinic Foundation PY 2023 · 401(k)

Ochsner Clinic Foundation 401(k) Plan · $2.3B · 31,221 · 99th

  • EBSA $2.3B
  • EBSA 31,221
  • EBSA 99th
  • EBSA 401(k)
  • EBSA near The Goodyear Tire & Rubber Company Employee Savings Plan for Salaried Employees
  • EBSA ind #17601

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 Louisiana →

Ochsner Clinic Foundation 401(k) Plan in the asset neighbourhood

Ochsner Clinic Foundation 401(k) PlanOchsner Clinic Foundation 40…$2.3BThe Goodyear Tire & Rubber Company Employee Savings Plan for Salaried EmployeesThe Goodyear Tire & Rubber C…$2.3BNovo Nordisk Inc. 401(k) Savings PlanNovo Nordisk Inc. 401(k) Sav…$2.3BThe Kroger Co. Savings Plan$2.3BKirkland & Ellis LLP Defined Contribution 401(k) Savings PlanKirkland & Ellis LLP Defined…$2.3B
End-of-year total assets ($B) among Ochsner Clinic Foundation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$1.9B
Net Assets (End of Year)$2.3B
Net Income$419M
Employer EIN720502505
Plan Effective Date1985-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ochsner Clinic Foundation)

Sponsor-wide plan assets over time

All Ochsner Clinic Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$3.3B 35.04416350072499% vs 2022
2024 filing year
$2B$2.5B$3B$3.5B 202220232024 $2.46B $3.33B ▲ +35.4%
Year Plans Participants Total Assets
2022 3 48,548 $2.5B
2023 3 65,097 $2.9B
2024 3 66,551 $3.3B

Nearby 401(k) Plans in Louisiana

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

Ochsner Clinic Foundation 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 02468 Total assets ($B) Participants Ochsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) PlanLouisiana Health Service & Indemnity Co. Tax-Favored Savings Program, Total assets ($B): 0.594178492 · Participants: 3719Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program
Ochsner Clinic Foundation 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Ochsner Clinic Foundation 401(k) Plan side-by-side with 3 peers →

Scale composition for Ochsner Clinic Foundation 401(k) Plan

Ochsner Clinic Foundation 401(k) Plan reports $2.3B in end-of-year assets across 31,221 participants (0.019% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.033% of 93,925,755 covered participants) - about $73,820 per participant (53% of the national average assets-per-participant) . Net income for plan year 2023 was $419M.

This plan identity (EIN 720502505, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.9B to $2.7B (+42.6%) while covered participants moved from 23,072 to 32,229 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 23,072 $1.9B Open filing
2023 31,221 $2.3B This page
2024 · index core 32,229 $2.7B Open filing

The same sponsor also keeps 3 other index-core plans on PlainRetire:

Ochsner Clinic Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is The Goodyear Tire & Rubber Company Employee Savings Plan for Salaried Employees in OH ($2.3B); by covered participants it is Carmax, Inc. Retirement Savings Plan in VA (31,272 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31,221 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 Ochsner Clinic Foundation 401(k) Plan assets move in 2023? ▼
Ochsner Clinic Foundation 401(k) Plan grew sharply - up 22.2% during 2023, from $1.9B to $2.3B. Reported net income was $419M.
How have Ochsner Clinic Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ochsner Clinic Foundation's sponsor-wide assets grew 35.0%, from $2.5B to $3.3B.
Where does Ochsner Clinic Foundation 401(k) Plan rank by assets among Form 5500 filers? ▼
Ochsner Clinic Foundation 401(k) Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Ochsner Clinic Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Goodyear Tire & Rubber Company Employee Savings Plan for Salaried Employees in OH ($2.3B, 10,387 participants).
Which 401(k) plans cover a similar participant headcount to Ochsner Clinic Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carmax, Inc. Retirement Savings Plan in VA (31,272 participants, $1.5B 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 720502505.

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.