Other · DOL Form 5500 · 2023

Ochsner Clinic Foundation Retirement Plan

Data updated 2026-08-25

$171M
Total assets Near avg plan size
32,372
Participants Very large workforce
94th
Percentile by assets National rank
$5,285
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ochsner Clinic Foundation 403(b) Plan · Sponsored by Ochsner Clinic Foundation · Louisiana · Healthcare & Social Assistance

$171M in assets, 32,372 participants

Ochsner Clinic Foundation's Ochsner Clinic Foundation 403(b) Plan reported $171M in total assets and 32,372 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #16,771 in Healthcare & Social Assistance (17,684 peers)

Coverage in Louisiana

Ochsner Clinic Foundation 403(b) Plan covers 32,372 participants in Louisiana, 65x the typical Louisiana plan (state average ~495 per filing). Assets: $171M.

#16,771
in Healthcare & Social Assistance (17,684 peers)
+17.2%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Ochsner Clinic Foundation 403(b) Plan's outsized position by total assets

Ochsner Clinic Foundation 403(b) Plan vs every filed plan by assets

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

$171,096,343 Top 6% higher than 94% 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 403(b) 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 403(b) Plan is a mega filing (32,372 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ochsner Clinic Foundation 403(b) Plan reported net income rose from -$10M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Ochsner Clinic Foundation 403(b) Plan reported participants rose from 23,862 in the plan year 2022 filing to 32,372 in the plan year 2023 filing.
  • Ochsner Clinic Foundation 403(b) Plan end-of-year assets rose from $146M in the plan year 2022 filing to $171M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 720502505 · Ochsner Clinic Foundation PY 2023 · Other

Ochsner Clinic Foundation 403(b) Plan · $171M · 32,372 · 94th

  • EIN $171M
  • RANK 32,372
  • PHOTO 94th
  • IND Other
  • EOY near Metropolitan Jewish Health System, Inc. 403(b) Plan
  • 5500 ind #16771

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 403(b) Plan in the asset neighbourhood

Exeter Health Resources 403(b) Retirement Savings PlanExeter Health Resources 403(…$171MOchsner Clinic Foundation 403(b) PlanOchsner Clinic Foundation 40…$171MMetropolitan Jewish Health System, Inc. 403(b) PlanMetropolitan Jewish Health S…$171MRobert Morris University Defined Contribution Retirement PlanRobert Morris University Def…$171MClaremont Graduate University Academic Retirement PlanClaremont Graduate Universit…$171M
End-of-year total assets ($M) among Ochsner Clinic Foundation 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$146M
Net Assets (End of Year)$171M
Net Income$25M
Employer EIN720502505
Plan Effective Date2004-08-01
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 Other Plans in Louisiana

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

Ochsner Clinic Foundation 403(b) Plan vs. nearby Other plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 0200400600800 Total assets ($M) Participants Ochsner Clinic Foundation 403(b) Plan, Total assets ($M): 171.096343 · Participants: 32372Ochsner Clinic Foundation 403(b) PlanTulane University Faculty and Administrative 403(b) Retirement Plan, Total assets ($M): 744.093686 · Participants: 3591Tulane University Faculty and Administrative 403(b) Retirement PlanTulane University Tax Deferral 403(b) Retirement Plan, Total assets ($M): 541.718024 · Participants: 7483Tulane University Tax Deferral 403(b) Retirement PlanLhc Group 401(k) Plan, Total assets ($M): 477.060323 · Participants: 24322Lhc Group 401(k) PlanTulane University Staff 403(b) Retirement Plan, Total assets ($M): 291.399935 · Participants: 3064Tulane University Staff 403(b) Retirement PlanLoyola University Retirement Plan, Total assets ($M): 270.024566 · Participants: 721Loyola University Retirement Plan
Ochsner Clinic Foundation 403(b) Plan vs. nearby Other plans in Louisiana, assets vs. participants
Compare Ochsner Clinic Foundation 403(b) Plan side-by-side with 3 peers →

Scale composition for Ochsner Clinic Foundation 403(b) Plan

Ochsner Clinic Foundation 403(b) Plan reports $171M in end-of-year assets across 32,372 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.034% of 93,925,755 covered participants) - about $5,285 per participant (4% of the national average assets-per-participant) . Net income for plan year 2023 was $25M.

This plan identity (EIN 720502505, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $146M to $194M (+32.8%) while covered participants moved from 23,862 to 32,975 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 23,862 $146M Open filing
2023 32,372 $171M This page
2024 · index core 32,975 $194M Open filing

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

Ochsner Clinic Foundation 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Louisiana, the nearest Other by assets is Metropolitan Jewish Health System, Inc. 403(b) Plan in NY ($171M); by covered participants it is Nyu Langone Health 403(b) Plan in NY (33,011 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32,372 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 403(b) Plan assets move in 2023? ▼
Ochsner Clinic Foundation 403(b) Plan grew sharply - up 17.2% during 2023, from $146M to $171M. Reported net income was $25M.
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 403(b) Plan rank by assets among Form 5500 filers? ▼
Ochsner Clinic Foundation 403(b) Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Ochsner Clinic Foundation 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Metropolitan Jewish Health System, Inc. 403(b) Plan in NY ($171M, 2,839 participants).
Which Other plans cover a similar participant headcount to Ochsner Clinic Foundation 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Nyu Langone Health 403(b) Plan in NY (33,011 participants, $2.9B 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.