Money Purchase · DOL Form 5500 · 2023
Oup USA Money Purchase Plan
Data updated 2026-08-25
- $76M
- Total assets Below avg plan size
- 370
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $205,215
- Avg per participant Above avg balance/head
Official DOL plan name: Oup USA Defined Contribution Retirement Plan · Sponsored by Oup USA · North Carolina · Information & Media
$76M in assets, 370 participants
Oup USA's Oup USA Defined Contribution Retirement Plan reported $76M in total assets and 370 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #2,380 in Information & Media (2,818 peers)
Coverage in North Carolina
Oup USA Defined Contribution Retirement Plan covers 370 participants in North Carolina, about 45% of the average North Carolina filer (state average ~819 per filing). Assets: $76M.
- #2,380
- in Information & Media (2,818 peers)
- +7.8%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Oup USA Defined Contribution Retirement Plan's outsized position by total assets
Oup USA Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$75,929,421 Top 11% higher than 89% 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
Oup USA Defined Contribution Retirement Plan 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. Oup USA Defined Contribution Retirement Plan sits mid-pack in the medium band (370 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oup USA Defined Contribution Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Oup USA Defined Contribution Retirement Plan reported participants fell from 412 in the plan year 2022 filing to 370 in the plan year 2023 filing.
- Oup USA Defined Contribution Retirement Plan end-of-year assets rose from $70M in the plan year 2022 filing to $76M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 986001062 · Oup USA PY 2023 · Money Purchase
Oup USA Defined Contribution Retirement Plan · $76M · 370 · 89th
- NET $76M
- BOOK 370
- VS-ST 89th
- BOY Money Purchase
- SCH near Atc Individual Account Pension Plan
- EBSA ind #2380
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 Information & Media retirement plans → · Plans in North Carolina →
Oup USA Defined Contribution Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $76M |
| Net Income | $5M |
| Employer EIN | 986001062 |
| Plan Effective Date | 1987-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oup USA)
Sponsor-wide plan assets over time
All Oup USA plans reported in each filing year
- Latest sponsor-wide plan assets
- $163M 10.365916336018003% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,318 | $148M |
| 2023 | 3 | 1,239 | $164M |
| 2024 | 3 | 1,164 | $163M |
Nearby Money Purchase Plans in North Carolina
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Money Purchase Pension Plan of Wake Forest University Health Sciences $504M · 2,131
- Fhi 360 Employees' Pension Plan $231M · 1,409
- New England Life Insurance Company Agents' Retirement Plan and Trust $88M · N/A
- Carteret County General Hospital Money Purchase Pension Plan $55M · 896
- Goodwill Industries of Northwest North Carolina, Inc. Money Purchase Plan $20M · 1,062
Oup USA Defined Contribution Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside North Carolina, the nearest Money Purchase by assets is Atc Individual Account Pension Plan in WI ($76M); by covered participants it is Community Memorial Hospital Association Money Purchase Plan in MN (369 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($76M here).
- Atc Individual Account Pension Plan (WI) $76M · 511
- Brady Funded Retirement Plan (WI) $75M · 1,110
- Komatsu America Corp. Target Benefit/Defined Contribution Plan (IL) $77M · 1,121
- Ingram Marine Group Retirement Plan (TN) $77M · 1,465
Similar participant headcount
Nearest other-state filings by covered participants (370 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.