Other · DOL Form 5500 · 2023
Oglethorpe University Retirement Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 310
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $119,283
- Avg per participant Near avg balance/head
Official DOL plan name: Oglethorpe University 403(b) Retirement Program · Sponsored by Oglethorpe University · Georgia · Educational Services
$37M in assets, 310 participants
Oglethorpe University's Oglethorpe University 403(b) Retirement Program reported $37M in total assets and 310 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #2,541 in Educational Services (3,735 peers)
Coverage in Georgia
Oglethorpe University 403(b) Retirement Program covers 310 participants in Georgia, about 28% of the average Georgia filer (state average ~1,096 per filing). Assets: $37M.
- #2,541
- in Educational Services (3,735 peers)
- +12.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Oglethorpe University 403(b) Retirement Program's outsized position by total assets
Oglethorpe University 403(b) Retirement Program vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$36,977,837 Top 18% higher than 82% 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
Oglethorpe University 403(b) Retirement Program among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oglethorpe University 403(b) Retirement Program sits mid-pack in the medium band (310 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oglethorpe University 403(b) Retirement Program reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Oglethorpe University 403(b) Retirement Program reported participants rose from 256 in the plan year 2022 filing to 310 in the plan year 2023 filing.
- Oglethorpe University 403(b) Retirement Program end-of-year assets rose from $33M in the plan year 2022 filing to $37M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 580568698 · Oglethorpe University PY 2023 · Other
Oglethorpe University 403(b) Retirement Program · $37M · 310 · 82nd
- EBSA $37M
- EBSA 310
- EBSA 82nd
- EBSA Other
- EBSA near Sme Employee Savings Plan
- EBSA ind #2541
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 Georgia →
Oglethorpe University 403(b) Retirement Program in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $4M |
| Employer EIN | 580568698 |
| Plan Effective Date | 1961-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oglethorpe University)
Sponsor-wide plan assets over time
All Oglethorpe University plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 26.064094998932013% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 256 | $33M |
| 2023 | 1 | 310 | $37M |
| 2024 | 1 | 308 | $41M |
Nearby Other Plans in Georgia
Peer Other plans, same state, same plan type, ranked by total assets.
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan $2.1B · 24,573
- Northside Hospital 403(b) Retirement Plan $1.5B · 26,208
- Childrens Healthcare of Atlanta Inc Share Plan $1.3B · 13,019
- IBEW Local 613 Defined Contribution Pension Plan $671M · 4,358
- Mercer University Defined Contribution Retirement Plan $514M · 1,898
Oglethorpe University 403(b) Retirement Program's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is Sme Employee Savings Plan in MI ($37M); by covered participants it is Robert Wood Johnson Foundation Matched Savings Plan in NJ (310 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
Similar participant headcount
Nearest other-state filings by covered participants (310 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.