Other · DOL Form 5500 · 2023

The University of Tulsa Retirement Plan

Data updated 2026-08-25

$403M
Total assets Above avg plan size
1,127
Participants Near avg headcount
97th
Percentile by assets National rank
$357,993
Avg per participant High balance/head
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Official DOL plan name: The University of Tulsa Defined Contribution Retirement Plan · Sponsored by The University of Tulsa · Oklahoma · Educational Services

$403M in assets, 1,127 participants

The University of Tulsa's The University of Tulsa Defined Contribution Retirement Plan reported $403M in total assets and 1,127 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.

  • #3,564 in Educational Services (3,735 peers)

Where The University of Tulsa Defined Contribution Retirement Plan sits by assets

The University of Tulsa Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $403M for 1,127 participants (~$357,993/participant), up 9.6% in 2023.

#3,564
in Educational Services (3,735 peers)
+9.6%
assets growth YoY
4.0×
vs typical plan assets (national mean)

The University of Tulsa Defined Contribution Retirement Plan's outsized position by total assets

The University of Tulsa Defined Contribution Retirement Plan vs every filed plan by assets

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

$403,458,221 Top 3% higher than 97% 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

The University of Tulsa Defined Contribution 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. The University of Tulsa Defined Contribution Retirement Plan lands in the large band (1,127 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The University of Tulsa Defined Contribution Retirement Plan reported net income rose from -$65M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • The University of Tulsa Defined Contribution Retirement Plan end-of-year assets rose from $368M in the plan year 2022 filing to $403M in the plan year 2023 filing.
  • The University of Tulsa Defined Contribution Retirement Plan reported participants fell from 1,164 in the plan year 2022 filing to 1,127 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 730579298 · The University of Tulsa PY 2023 · Other

The University of Tulsa Defined Contribution Retirement Plan · $403M · 1,127 · 97th

  • BOOK $403M
  • BOOK 1,127
  • BOOK 97th
  • BOOK Other
  • BOOK near Touro 403(b) Plan
  • BOOK ind #3564

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 Oklahoma →

The University of Tulsa Defined Contribution Retirement Plan in the asset neighbourhood

Loyola University Maryland Retirement PlanLoyola University Maryland R…$406MThe University of Tulsa Defined Contribution Retirement PlanThe University of Tulsa Defi…$403MTouro 403(b) Plan$401MSanta Clara University Tax-Deferred Annuity PlanSanta Clara University Tax-D…$401MWaicu Retirement Readiness PlanWaicu Retirement Readiness P…$400M
End-of-year total assets ($M) among The University of Tulsa Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$368M
Net Assets (End of Year)$403M
Net Income$35M
Employer EIN730579298
Plan Effective Date1946-05-07
Filing StatusFILING RECEIVED

Sponsor Plan History (The University of Tulsa)

Sponsor-wide plan assets over time

All The University of Tulsa plans reported in each filing year

Latest sponsor-wide plan assets
$427M 16.13725941982871% vs 2022
2024 filing year
$360M$380M$400M$420M$440M 202220232024 $368M $427M ▲ +16.1%
Year Plans Participants Total Assets
2022 1 1,164 $368M
2023 1 1,127 $403M
2024 1 1,162 $427M

Nearby Other Plans in Oklahoma

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

The University of Tulsa Defined Contribution Retirement Plan vs. nearby Other plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 020040060080010001200 Total assets ($M) Participants The University of Tulsa Defined Contribution Retirement Plan, Total assets ($M): 403.458221 · Participants: 1127The University of Tulsa Defined Contribution Retirement Plan403(b) Retirement Savings Plan for Integris Health, Inc., Total assets ($M): 956.972354 · Participants: 10744403(b) Retirement Savings Plan for Integris Health, Inc.Saint Francis Health System, Inc. 403(b) Savings P, Total assets ($M): 351.79742 · Participants: 991Saint Francis Health System, Inc. 403(b) Savings POral Roberts University Retirement Plan, Total assets ($M): 69.532126 · Participants: 505Oral Roberts University Retirement PlanDuncan Regional Hospital 403(b) Plan, Total assets ($M): 53.362761 · Participants: 692Duncan Regional Hospital 403(b) PlanOklahoma Medical Research Foundation Supplemental Retirement Plan, Total assets ($M): 52.070546 · Participants: 359Oklahoma Medical Research Foundation Supplemental Retirement Plan
The University of Tulsa Defined Contribution Retirement Plan vs. nearby Other plans in Oklahoma, assets vs. participants

The University of Tulsa Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Oklahoma, the nearest Other by assets is Touro 403(b) Plan in NY ($401M); by covered participants it is Norwich University Defined Contribution Retirement Plan in VT (1,126 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($403M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,127 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 The University of Tulsa Defined Contribution Retirement Plan assets move in 2023?
The University of Tulsa Defined Contribution Retirement Plan grew at a solid clip - up 9.6% during 2023, from $368M to $403M. Reported net income was $35M.
How have The University of Tulsa plan assets changed over time?
Across 3 plan years on file (2022-2024), The University of Tulsa's sponsor-wide assets grew 16.1%, from $368M to $427M.
Where does The University of Tulsa Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
The University of Tulsa Defined Contribution Retirement Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to The University of Tulsa Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Touro 403(b) Plan in NY ($401M, 4,055 participants).
Which Other plans cover a similar participant headcount to The University of Tulsa Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is Norwich University Defined Contribution Retirement Plan in VT (1,126 participants, $170M in assets).