Defined Benefit (Pension) · DOL Form 5500 · 2023
Ochsner Clinic Foundation Pension Plan
Data updated 2026-08-25
- $447M
- Total assets Above avg plan size
- 1,504
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $297,034
- Avg per participant High balance/head
Official DOL plan name: Ochsner Clinic Foundation Retirement Plan · Sponsored by Ochsner Clinic Foundation · Louisiana · Healthcare & Social Assistance
$447M in assets, 1,504 participants
Ochsner Clinic Foundation's Ochsner Clinic Foundation Retirement Plan reported $447M in total assets and 1,504 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.
- #17,223 in Healthcare & Social Assistance (17,684 peers)
Coverage in Louisiana
Ochsner Clinic Foundation Retirement Plan covers 1,504 participants in Louisiana, 3.0x the typical Louisiana plan (state average ~495 per filing). Assets: $447M.
- #17,223
- in Healthcare & Social Assistance (17,684 peers)
- +3.3%
- assets growth YoY
- 4.5×
- vs typical plan assets (national mean)
Ochsner Clinic Foundation Retirement Plan's outsized position by total assets
Ochsner Clinic Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$446,738,386 Top 3% higher than 97% 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
Ochsner Clinic Foundation 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. Ochsner Clinic Foundation Retirement Plan lands in the large band (1,504 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ochsner Clinic Foundation Retirement Plan reported net income rose from -$92M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Ochsner Clinic Foundation Retirement Plan reported participants fell from 1,614 in the plan year 2022 filing to 1,504 in the plan year 2023 filing.
- Ochsner Clinic Foundation Retirement Plan end-of-year assets rose from $432M in the plan year 2022 filing to $447M in the plan year 2023 filing.
DOL schedule card
Filing strip 720502505 · Ochsner Clinic Foundation PY 2023 · Defined Benefit (Pension)
Ochsner Clinic Foundation Retirement Plan · $447M · 1,504 · 97th
- IND $447M
- IND 1,504
- IND 97th
- IND Defined Benefit (Pension)
- IND near United Mine Workers of America 1985 Construction Workers Pension Plan
- IND ind #17223
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 Retirement Plan in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $432M |
|---|---|
| Net Assets (End of Year) | $446M |
| Net Income | $14M |
| Employer EIN | 720502505 |
| Plan Effective Date | 1957-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 48,548 | $2.5B |
| 2023 | 3 | 65,097 | $2.9B |
| 2024 | 3 | 66,551 | $3.3B |
Nearby Defined Benefit (Pension) Plans in Louisiana
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Lumen Combined Pension Plan $4.8B · 10,804
- Entergy Corporation Retirement Plan for Non-Bargaining Employees $3.1B · 7,501
- Willis-Knighton Medical Center Employees Retirement Plan $1.1B · 5,919
- Entergy Corporation Retirement Plan for Bargaining Employees $903M · 2,424
- Entergy Corporation Retirement Plan III $819M · 63
Ochsner Clinic Foundation Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Louisiana, the nearest Defined Benefit (Pension) by assets is United Mine Workers of America 1985 Construction Workers Pension Plan in WV ($447M); by covered participants it is Pamcah-Ua Local 675 Pension Plan in HI (1,505 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($447M here).
- United Mine Workers of America 1985 Construction Workers Pension Plan (WV) $447M · 234
- Data General Corporation Retirement Plan (MA) $447M · 325
- Pamcah-Ua Local 675 Pension Plan (HI) $446M · 1,583
- Minneapolis Food Distributing Industry Pension Plan (MN) $446M · 1,295
Similar participant headcount
Nearest other-state filings by covered participants (1,504 participants); asset peers above are excluded.
- Pamcah-Ua Local 675 Pension Plan (HI) 1,505 · 1 off
- Ball Pension Plan (CO) 1,506 · 2 off
- Ilwu (Hawaii) Employers General Pension Plan (HI) 1,502 · 2 off
- Cambia Health Solutions Retirement Plan (OR) 1,501 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.