Other · DOL Form 5500 · 2023

Oklahoma Medical Research Foundation Retirement Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
359
Participants Below avg headcount
86th
Percentile by assets National rank
$145,043
Avg per participant Above avg balance/head
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Official DOL plan name: Oklahoma Medical Research Foundation Supplemental Retirement Plan · Sponsored by Oklahoma Medical Research Foundation · Oklahoma · Other Services

$52M in assets, 359 participants

Oklahoma Medical Research Foundation's Oklahoma Medical Research Foundation Supplemental Retirement Plan reported $52M in total assets and 359 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.

  • #7,357 in Other Services (7,857 peers)

Coverage in Oklahoma

Oklahoma Medical Research Foundation Supplemental Retirement Plan covers 359 participants in Oklahoma, about 47% of the average Oklahoma filer (state average ~760 per filing). Assets: $52M.

#7,357
in Other Services (7,857 peers)
+13.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Oklahoma Medical Research Foundation Supplemental Retirement Plan's outsized position by total assets

Oklahoma Medical Research Foundation Supplemental Retirement Plan vs every filed plan by assets

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

$52,070,546 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

Oklahoma Medical Research Foundation Supplemental 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 Medical Research Foundation Supplemental Retirement Plan sits mid-pack in the medium band (359 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oklahoma Medical Research Foundation Supplemental Retirement Plan reported net income rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Oklahoma Medical Research Foundation Supplemental Retirement Plan reported participants rose from 312 in the plan year 2022 filing to 359 in the plan year 2023 filing.
  • Oklahoma Medical Research Foundation Supplemental Retirement Plan end-of-year assets rose from $46M in the plan year 2022 filing to $52M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 730580274 · Oklahoma Medical Research Foundation PY 2023 · Other

Oklahoma Medical Research Foundation Supplemental Retirement Plan · $52M · 359 · 86th

  • VS-ST $52M
  • VS-ST 359
  • VS-ST 86th
  • VS-ST Other
  • VS-ST near Suffield Academy 403(b) Retirement Plan
  • VS-ST ind #7357

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 Supplemental Retirement Plan in the asset neighbourhood

The Town School Defined Contribution Retirement PlanThe Town School Defined Cont…$52MWhitehead Institute for Biomedical Research 403b PlanWhitehead Institute for Biom…$52MSuffield Academy 403(b) Retirement PlanSuffield Academy 403(b) Reti…$52MOklahoma Medical Research Foundation Supplemental Retirement PlanOklahoma Medical Research Fo…$52MCarroll College 403(b) Plan$52M
End-of-year total assets ($M) among Oklahoma Medical Research Foundation Supplemental Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$52M
Net Income$6M
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 Other Plans in Oklahoma

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

Oklahoma Medical Research Foundation Supplemental Retirement Plan vs. nearby Other plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 020040060080010001200 Total assets ($M) Participants Oklahoma Medical Research Foundation Supplemental Retirement Plan, Total assets ($M): 52.070546 · Participants: 359Oklahoma Medical Research Foundation Supplemental 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 Medical Research Foundation Supplemental Retirement Plan vs. nearby Other plans in Oklahoma, assets vs. participants
Compare Oklahoma Medical Research Foundation Supplemental Retirement Plan side-by-side with 3 peers →

Oklahoma Medical Research Foundation Supplemental Retirement Plan's out-of-state Other peers by assets and headcount

Outside Oklahoma, the nearest Other by assets is Suffield Academy 403(b) Retirement Plan in CT ($52M); by covered participants it is Little River Medical Center Inc. 403b Plan in SC (359 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (359 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 Supplemental Retirement Plan assets move in 2023? ▼
Oklahoma Medical Research Foundation Supplemental Retirement Plan grew at a solid clip - up 13.5% during 2023, from $46M to $52M. Reported net income was $6M.
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 Supplemental Retirement Plan rank by assets among Form 5500 filers? ▼
Oklahoma Medical Research Foundation Supplemental Retirement 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 Oklahoma Medical Research Foundation Supplemental Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Suffield Academy 403(b) Retirement Plan in CT ($52M, 224 participants).
Which Other plans cover a similar participant headcount to Oklahoma Medical Research Foundation Supplemental Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Little River Medical Center Inc. 403b Plan in SC (359 participants, $12M 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.