Other · DOL Form 5500 · 2024
Oral Roberts University Retirement Plan
Data updated 2026-08-25
- $75M
- Total assets Below avg plan size
- 497
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $150,363
- Avg per participant Above avg balance/head
Official DOL plan name: Oral Roberts University Retirement Plan · Sponsored by Oral Roberts University · Oklahoma · Educational Services
$75M in assets, 497 participants
Oral Roberts University's Oral Roberts University Retirement Plan reported $75M in total assets and 497 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #2,860 in Educational Services (3,638 peers)
Where Oral Roberts University Retirement Plan sits by assets
Oral Roberts University Retirement Plan sits in the top quartile of all filed plans by assets, $75M for 497 participants (~$150,363/participant), up 7.5% in 2024.
- #2,860
- in Educational Services (3,638 peers)
- +7.5%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Oral Roberts University Retirement Plan's outsized position by total assets
Oral Roberts University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$74,730,209 Top 12% higher than 88% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Oral Roberts University Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oral Roberts University Retirement Plan sits mid-pack in the medium band (497 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oral Roberts University Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Oral Roberts University Retirement Plan end-of-year assets rose from $70M in the plan year 2023 filing to $75M in the plan year 2024 filing.
- Oral Roberts University Retirement Plan reported participants fell from 505 in the plan year 2023 filing to 497 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 730739626 · Oral Roberts University PY 2024 · Other
Oral Roberts University Retirement Plan · $75M · 497 · 88th
- BOOK $75M
- BOOK 497
- BOOK 88th
- BOOK Other
- BOOK near Carti Tax Sheltered Annuity Plan
- BOOK ind #2860
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 →
Oral Roberts University Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $75M |
| Net Income | $5M |
| Employer EIN | 730739626 |
| Plan Effective Date | 1967-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oral Roberts University)
Sponsor-wide plan assets over time
All Oral Roberts University plans reported in each filing year
- Latest sponsor-wide plan assets
- $75M 17.416113939411005% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 507 | $64M |
| 2023 | 1 | 505 | $70M |
| 2024 | 1 | 497 | $75M |
Nearby Other Plans in Oklahoma
Peer Other plans, same state, same plan type, ranked by total assets.
- 403(b) Retirement Savings Plan for Integris Health, Inc. $1.1B · 11,191
- The University of Tulsa Defined Contribution Retirement Plan $427M · 1,162
- Saint Francis Health System, Inc. 403(b) Savings P $366M · 903
- Duncan Regional Hospital 403(b) Plan $61M · 710
- Oklahoma Medical Research Foundation Supplemental Retirement Plan $59M · 392
Oral Roberts University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is Carti Tax Sheltered Annuity Plan in AR ($75M); by covered participants it is Rehabilitation Hospital of the Pacific 403b Retirement Savings Plan in HI (497 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($75M here).
- Carti Tax Sheltered Annuity Plan (AR) $75M · 1,086
- Sunset Park Health Council 403(b) Plan (NY) $75M · 1,359
- The Berkeley Carroll School Retirement Plan (NY) $75M · 370
- Kent School DC Retirement Plan (CT) $75M · 272
Similar participant headcount
Nearest other-state filings by covered participants (497 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.