OCHSNER CLINIC FOUNDATION 403(B) PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
OCHSNER CLINIC FOUNDATION
This Profit Sharing plan holds $171M in total assets and serves 32,372 participants as of 2023. It is sponsored by OCHSNER CLINIC FOUNDATION in Louisiana. The plan reported positive net income of $25M for the year.
What the Filing Says About OCHSNER CLINIC FOUNDATION 403(B) PLAN
OCHSNER CLINIC FOUNDATION 403(B) PLAN is a Profit Sharing retirement plan sponsored by OCHSNER CLINIC FOUNDATION, headquartered in Louisiana. As of the 2023 Form 5500 filing, the plan reports $171M in total end-of-year assets and covers 32,372 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 720502505, and the plan has been effective since 2004-08-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $146M at the beginning of 2023 to $171M at year-end — a gain of 17.2%. Net assets (after liabilities) closed the year at $171M, with reported net income of $25M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $146M |
| Total Assets (End of Year) | $171M |
| Net Assets (End of Year) | $171M |
| Net Income | $25M |
| Plan Type | Profit Sharing |
| Employer EIN | 720502505 |
| Plan Effective Date | 2004-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (OCHSNER CLINIC FOUNDATION)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 48,548 | $2.5B |
| 2023 | 3 | 65,097 | $2.9B |
| 2024 | 3 | 66,551 | $3.3B |
Nearby Profit Sharing Plans in Louisiana
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- THE LAITRAM EMPLOYEES' INCENTIVE SAVINGS PLAN $516M · 2,653
- LHC GROUP 401(K) PLAN $477M · 24,322
- LOYOLA UNIVERSITY RETIREMENT PLAN $270M · 721
- WOMAN'S HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN $186M · 1,723
- WOMAN'S HOSPITAL FOUNDATION EMPLOYER CONTRIBUTION PLAN $137M · 1,723
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Frequently Asked Questions
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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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.