Other · DOL Form 5500 · 2023

Oup USA Retirement Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
555
Participants Below avg headcount
86th
Percentile by assets National rank
$98,466
Avg per participant Below avg balance/head
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Official DOL plan name: Oup USA Tax Deferred Annuity Plan · Sponsored by Oup USA · New York · Information & Media

$55M in assets, 555 participants

Oup USA's Oup USA Tax Deferred Annuity Plan reported $55M in total assets and 555 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,288 in Information & Media (2,818 peers)

Where Oup USA Tax Deferred Annuity Plan sits by assets

Oup USA Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $55M for 555 participants (~$98,466/participant), up 23.8% in 2023.

#2,288
in Information & Media (2,818 peers)
+23.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Oup USA Tax Deferred Annuity Plan's outsized position by total assets

Oup USA Tax Deferred Annuity Plan vs every filed plan by assets

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

$54,648,862 Top 14% higher than 86% 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

Oup USA Tax Deferred Annuity 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 Tax Deferred Annuity Plan sits mid-pack in the medium band (555 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oup USA Tax Deferred Annuity Plan reported net income rose from $1M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Oup USA Tax Deferred Annuity Plan end-of-year assets rose from $44M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Oup USA Tax Deferred Annuity Plan reported participants rose from 533 in the plan year 2022 filing to 555 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 986001062 · Oup USA PY 2023 · Other

Oup USA Tax Deferred Annuity Plan · $55M · 555 · 86th

  • NET $55M
  • BOOK 555
  • VS-ST 86th
  • BOY Other
  • SCH near St. Andrew's School of Delaware 403(b) Plan
  • EBSA ind #2288

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 New York →

Oup USA Tax Deferred Annuity Plan in the asset neighbourhood

Maret School Section 403(b) Retirement Savings PlanMaret School Section 403(b) …$55MNewark Academy DC Retirement PlanNewark Academy DC Retirement…$55MSt. Andrew's School of Delaware 403(b) PlanSt. Andrew's School of Delaw…$55MRfe/Rl, Inc. US Retirement Savings PlanRfe/Rl, Inc. US Retirement S…$55MOup USA Tax Deferred Annuity PlanOup USA Tax Deferred Annuity…$55M
End-of-year total assets ($M) among Oup USA Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$55M
Net Income$11M
Employer EIN986001062
Plan Effective Date1987-10-01
Filing StatusFILING 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
$145M$150M$155M$160M$165M$170M 202220232024 $148M $163M ▲ +10.4%
Year Plans Participants Total Assets
2022 3 1,318 $148M
2023 3 1,239 $164M
2024 3 1,164 $163M

Nearby Other Plans in New York

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

Oup USA Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Oup USA Tax Deferred Annuity Plan, Total assets ($B): 0.054648862 · Participants: 555Oup USA Tax Deferred Annuity PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Oup USA Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare Oup USA Tax Deferred Annuity Plan side-by-side with 3 peers →

Oup USA Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is St. Andrew's School of Delaware 403(b) Plan in DE ($55M); by covered participants it is American College of Radiology 403(b) Plan in VA (555 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (555 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 Oup USA Tax Deferred Annuity Plan assets move in 2023? ▼
Oup USA Tax Deferred Annuity Plan grew sharply - up 23.8% during 2023, from $44M to $55M. Reported net income was $11M.
How have Oup USA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oup USA's sponsor-wide assets grew 10.4%, from $148M to $163M.
Where does Oup USA Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Oup USA Tax Deferred Annuity Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Oup USA Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is St. Andrew's School of Delaware 403(b) Plan in DE ($55M, 178 participants).
Which Other plans cover a similar participant headcount to Oup USA Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is American College of Radiology 403(b) Plan in VA (555 participants, $73M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 986001062.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.