Other · DOL Form 5500 · 2023

Oklahoma State University Foundation Retirement Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
180
Participants Small participant base
83rd
Percentile by assets National rank
$225,176
Avg per participant Above avg balance/head
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Official DOL plan name: Oklahoma State University Foundation 403(b) Retirement Plan · Sponsored by Oklahoma State University Foundation · Oklahoma · Educational Services

$41M in assets, 180 participants

Oklahoma State University Foundation's Oklahoma State University Foundation 403(b) Retirement Plan reported $41M in total assets and 180 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #2,609 in Educational Services (3,735 peers)

Coverage in Oklahoma

Oklahoma State University Foundation 403(b) Retirement Plan covers 180 participants in Oklahoma, about 24% of the average Oklahoma filer (state average ~760 per filing). Assets: $41M.

#2,609
in Educational Services (3,735 peers)
+14.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Oklahoma State University Foundation 403(b) Retirement Plan's outsized position by total assets

Oklahoma State University Foundation 403(b) Retirement Plan vs every filed plan by assets

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

$40,531,723 Top 17% higher than 83% 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

Oklahoma State University Foundation 403(b) 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. Oklahoma State University Foundation 403(b) Retirement Plan sits mid-pack in the medium band (180 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oklahoma State University Foundation 403(b) Retirement Plan end-of-year assets rose from $35M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Oklahoma State University Foundation 403(b) Retirement Plan reported participants rose from 171 in the plan year 2022 filing to 180 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 736097060 · Oklahoma State University Foundation PY 2023 · Other

Oklahoma State University Foundation 403(b) Retirement Plan · $41M · 180 · 83rd

  • IND $41M
  • IND 180
  • IND 83rd
  • IND Other
  • IND near June Shelton School and Evaluation Center 403(b) DC and Tda Plan
  • IND ind #2609

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 →

Oklahoma State University Foundation 403(b) Retirement Plan in the asset neighbourhood

King's Daughters Medical Center Retirement PlanKing's Daughters Medical Cen…$41MOklahoma State University Foundation 403(b) Retirement PlanOklahoma State University Fo…$41MJune Shelton School and Evaluation Center 403(b) DC and Tda PlanJune Shelton School and Eval…$40MIBEW Local 325 Annuity Fund$40MCleveland Institute of Music Retirement PlanCleveland Institute of Music…$40M
End-of-year total assets ($M) among Oklahoma State University Foundation 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$41M
Net Income$5M
Employer EIN736097060
Plan Effective Date1987-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oklahoma State University Foundation)

Sponsor-wide plan assets over time

All Oklahoma State University Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$44M 25.20439704021822% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $35.5M $44.4M ▲ +25.2%
Year Plans Participants Total Assets
2022 1 171 $35M
2023 1 180 $41M
2024 1 192 $44M

Nearby Other Plans in Oklahoma

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

Oklahoma State University Foundation 403(b) Retirement Plan vs. nearby Other plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -500050010001500 Total assets ($M) Participants Oklahoma State University Foundation 403(b) Retirement Plan, Total assets ($M): 40.531723 · Participants: 180Oklahoma State University Foundation 403(b) Retirement Plan403(b) Retirement Savings Plan for Integris Health, Inc., Total assets ($M): 956.972354 · Participants: 10744403(b) Retirement Savings Plan for Integris Health, Inc.The University of Tulsa Defined Contribution Retirement Plan, Total assets ($M): 403.458221 · Participants: 1127The University of Tulsa Defined Contribution Retirement PlanSaint 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) Plan
Oklahoma State University Foundation 403(b) Retirement Plan vs. nearby Other plans in Oklahoma, assets vs. participants
Compare Oklahoma State University Foundation 403(b) Retirement Plan side-by-side with 3 peers →

Oklahoma State University Foundation 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Oklahoma, the nearest Other by assets is June Shelton School and Evaluation Center 403(b) DC and Tda Plan in TX ($40M); by covered participants it is Penney Retirement Community 403(b) Plan in FL (180 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (180 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 Oklahoma State University Foundation 403(b) Retirement Plan assets move in 2023? ▼
Oklahoma State University Foundation 403(b) Retirement Plan grew at a solid clip - up 14.3% during 2023, from $35M to $41M. Reported net income was $5M.
How have Oklahoma State University Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oklahoma State University Foundation's sponsor-wide assets grew 25.2%, from $35M to $44M.
Where does Oklahoma State University Foundation 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Oklahoma State University Foundation 403(b) Retirement Plan ranks in the 83rd 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 Oklahoma State University Foundation 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is June Shelton School and Evaluation Center 403(b) DC and Tda Plan in TX ($40M, 295 participants).
Which Other plans cover a similar participant headcount to Oklahoma State University Foundation 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Penney Retirement Community 403(b) Plan in FL (180 participants, $4M 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 736097060.

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.