Money Purchase · DOL Form 5500 · 2023

Oklahoma Medical Research Foundation Money Purchase Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
480
Participants Below avg headcount
91st
Percentile by assets National rank
$188,033
Avg per participant Above avg balance/head
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Official DOL plan name: Oklahoma Medical Research Foundation for Full-Time Employees · Sponsored by Oklahoma Medical Research Foundation · Oklahoma · Other Services

$90M in assets, 480 participants

Oklahoma Medical Research Foundation's Oklahoma Medical Research Foundation for Full-Time Employees reported $90M in total assets and 480 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,578 in Other Services (7,857 peers)

Where Oklahoma Medical Research Foundation for Full-Time Employees sits by assets

Oklahoma Medical Research Foundation for Full-Time Employees sits in the top 10% of all filed plans by assets, $90M for 480 participants (~$188,033/participant), up 14.1% in 2023.

#7,578
in Other Services (7,857 peers)
+14.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Oklahoma Medical Research Foundation for Full-Time Employees's outsized position by total assets

Oklahoma Medical Research Foundation for Full-Time Employees vs every filed plan by assets

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

$90,255,908 Top 9% higher than 91% 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 Medical Research Foundation for Full-Time Employees 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 Medical Research Foundation for Full-Time Employees sits mid-pack in the medium band (480 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oklahoma Medical Research Foundation for Full-Time Employees reported net income rose from $6M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Oklahoma Medical Research Foundation for Full-Time Employees end-of-year assets rose from $79M in the plan year 2022 filing to $90M in the plan year 2023 filing.
  • Oklahoma Medical Research Foundation for Full-Time Employees reported participants rose from 460 in the plan year 2022 filing to 480 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 730580274 · Oklahoma Medical Research Foundation PY 2023 · Money Purchase

Oklahoma Medical Research Foundation for Full-Time Employees · $90M · 480 · 91st

  • NET $90M
  • BOOK 480
  • VS-ST 91st
  • BOY Money Purchase
  • SCH near Oocl (USA) Inc. Defined Contribution Pension Plan
  • EBSA ind #7578

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 Other Services retirement plans → · Plans in Oklahoma →

Oklahoma Medical Research Foundation for Full-Time Employees in the asset neighbourhood

Ncaa Retirement Plan$91MOklahoma Medical Research Foundation for Full-Time EmployeesOklahoma Medical Research Fo…$90MOocl (USA) Inc. Defined Contribution Pension PlanOocl (USA) Inc. Defined Cont…$90MUniversity of Louisville Physicians, Inc. Money Purchase Pension PlanUniversity of Louisville Phy…$89MPipe Fitters Local Union No. 120 Annuity FundPipe Fitters Local Union No.…$89M
End-of-year total assets ($M) among Oklahoma Medical Research Foundation for Full-Time Employees and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$90M
Net Income$11M
Employer EIN730580274
Plan Effective Date1955-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oklahoma Medical Research Foundation)

Sponsor-wide plan assets over time

All Oklahoma Medical Research Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$159M 27.461385269156196% vs 2022
2024 filing year
$120M$140M$160M$180M 202220232024 $125M $159M ▲ +27.5%
Year Plans Participants Total Assets
2022 2 772 $125M
2023 2 839 $142M
2024 2 905 $159M

Nearby Money Purchase Plans in Oklahoma

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

Oklahoma Medical Research Foundation for Full-Time Employees vs. nearby Money Purchase plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -500050010001500 020406080100 Total assets ($M) Participants Oklahoma Medical Research Foundation for Full-Time Employees, Total assets ($M): 90.255908 · Participants: 480Oklahoma Medical Research Foundation for Full-Time EmployeesGrand Lake Mental Health Center Money Purchase Plan, Total assets ($M): 21.886742 · Participants: 1116Grand Lake Mental Health Center Money Purchase PlanThe Crosby Group Hourly Employees Pension Plus Plan, Total assets ($M): 14.752418 · Participants: 438The Crosby Group Hourly Employees Pension Plus PlanTinker Federal Credit Union Target Benefit Plan, Total assets ($M): 13.529766 · Participants: 664Tinker Federal Credit Union Target Benefit PlanIndian Health Care Resource Center Retirement Pla, Total assets ($M): 6.369571 · Participants: 161Indian Health Care Resource Center Retirement PlaDiagnostic Radiology Consultants PC Money Purchase Pension Plan, Total assets ($M): 6.218102 · Participants: 2Diagnostic Radiology Consultants PC Money Purchase Pension Plan
Oklahoma Medical Research Foundation for Full-Time Employees vs. nearby Money Purchase plans in Oklahoma, assets vs. participants
Compare Oklahoma Medical Research Foundation for Full-Time Employees side-by-side with 3 peers →

Oklahoma Medical Research Foundation for Full-Time Employees's out-of-state Money Purchase peers by assets and headcount

Outside Oklahoma, the nearest Money Purchase by assets is Oocl (USA) Inc. Defined Contribution Pension Plan in UT ($90M); by covered participants it is March of Dimes, Inc. 401(a) Plan in VA (480 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (480 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 Medical Research Foundation for Full-Time Employees assets move in 2023? ▼
Oklahoma Medical Research Foundation for Full-Time Employees grew at a solid clip - up 14.1% during 2023, from $79M to $90M. Reported net income was $11M.
How have Oklahoma Medical Research Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oklahoma Medical Research Foundation's sponsor-wide assets grew 27.5%, from $125M to $159M.
Where does Oklahoma Medical Research Foundation for Full-Time Employees rank by assets among Form 5500 filers? ▼
Oklahoma Medical Research Foundation for Full-Time Employees ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Oklahoma Medical Research Foundation for Full-Time Employees? ▼
Among Money Purchase plans in other states, the closest by assets is Oocl (USA) Inc. Defined Contribution Pension Plan in UT ($90M, 464 participants).
Which Money Purchase plans cover a similar participant headcount to Oklahoma Medical Research Foundation for Full-Time Employees? ▼
Among Money Purchase plans in other states, the closest by covered participants is March of Dimes, Inc. 401(a) Plan in VA (480 participants, $9M 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 730580274.

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.