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
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
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.
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
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $368M |
|---|---|
| Net Assets (End of Year) | $403M |
| Net Income | $35M |
| Employer EIN | 730579298 |
| Plan Effective Date | 1946-05-07 |
| Filing Status | FILING 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
| 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.
- 403(b) Retirement Savings Plan for Integris Health, Inc. $957M · 10,744
- Saint Francis Health System, Inc. 403(b) Savings P $352M · 991
- Oral Roberts University Retirement Plan $70M · 505
- Duncan Regional Hospital 403(b) Plan $53M · 692
- Oklahoma Medical Research Foundation Supplemental Retirement Plan $52M · 359
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).
- Touro 403(b) Plan (NY) $401M · 4,055
- Santa Clara University Tax-Deferred Annuity Plan (CA) $401M · 1,999
- Loyola University Maryland Retirement Plan (MD) $406M · 1,538
- Waicu Retirement Readiness Plan (WI) $400M · 2,157
Similar participant headcount
Nearest other-state filings by covered participants (1,127 participants); asset peers above are excluded.
- Norwich University Defined Contribution Retirement Plan (VT) 1,126 · 1 off
- Columbia University Defined Contribution Plan for Supporting Staff (NY) 1,129 · 2 off
- 403(b) Thrift Plan of Goodwill of the Coastal Empire, Inc. (GA) 1,124 · 3 off
- Seattle Pacific University Employee Savings Plan - 403(b) (WA) 1,122 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.