Other · DOL Form 5500 · 2024

The University of Tulsa Retirement Plan

Data updated 2026-08-11

$427M
Total assets
1,162
Participants
97th
Percentile by assets
$367,813
Avg per participant
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Official DOL plan name: The University of Tulsa Defined Contribution Retirement Plan · Sponsored by The University of Tulsa · Oklahoma · Educational Services

$427M in assets, 1,162 participants

The University of Tulsa's The University of Tulsa Defined Contribution Retirement Plan reported $427M in total assets and 1,162 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 123,622 plans)
  • #3,463 in Educational Services (3,638 peers)

Where The University of Tulsa Defined Contribution Retirement Plan sits by assets

The University of Tulsa Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $427M for 1,162 participants (~$367,813/participant), up 5.9% in 2024.

$427M
total plan assets (2024 EOY)
1,162
covered participants
97th
percentile by assets (of 123,622 plans)
$367,813
avg assets per participant

Where The University of Tulsa Defined Contribution Retirement Plan sits by total assets

The University of Tulsa Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$427,398,496 Top 3% higher than 97% of 123,620 filed plans

This plan $0 $2,010,000,000 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 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The University of Tulsa Defined Contribution Retirement Plan reported net income fell from $35M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • The University of Tulsa Defined Contribution Retirement Plan end-of-year assets rose from $403M in the plan year 2023 filing to $427M in the plan year 2024 filing.
  • The University of Tulsa Defined Contribution Retirement Plan reported participants rose from 1,127 in the plan year 2023 filing to 1,162 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Oklahoma
Industry
Educational Services

The University of Tulsa Defined Contribution Retirement Plan vs the 2024 asset distribution

By assets, The University of Tulsa Defined Contribution Retirement Plan outranks 97% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 4.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$403M
Net Assets (End of Year)$427M
Net Income$24M
Employer EIN730579298
Plan Effective Date1946-05-07
Filing StatusFILING RECEIVED

Sponsor Plan History (The University of Tulsa)

$360M$380M$400M$420M$440M 202220232024 $368M $427M ▲ +16.1%
Total plan assets by year, all The University of Tulsa plans on file
Year Plans Participants Total Assets
2022 1 1,164 $368M
2023 1 1,127 $403M
2024 1 1,162 $427M

Nearby Other Plans in Oklahoma

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

The University of Tulsa Defined Contribution Retirement Plan vs. nearby Other plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 00.511.5 Total assets ($B) Participants The University of Tu…, Total assets ($B): 0.427398496 · Participants: 1162The University of Tu…403(b) Retirement Sa…, Total assets ($B): 1.115442599 · Participants: 11191403(b) Retirement Sa…Saint Francis Health…, Total assets ($B): 0.366101821 · Participants: 903Saint Francis Health…Oral Roberts Univers…, Total assets ($B): 0.074730209 · Participants: 497Oral Roberts Univers…Duncan Regional Hosp…, Total assets ($B): 0.060583349 · Participants: 710Duncan Regional Hosp…Oklahoma Medical Res…, Total assets ($B): 0.059423253 · Participants: 392Oklahoma Medical Res…
The University of Tulsa Defined Contribution Retirement Plan vs. nearby Other plans in Oklahoma, assets vs. participants
Compare The University of Tulsa Defined Contribu… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The University of Tulsa Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did The University of Tulsa Defined Contribution Retirement Plan assets move in 2024? ▼
The University of Tulsa Defined Contribution Retirement Plan grew at a solid clip - up 5.9% during 2024, from $403M to $427M. Reported net income was $24M.
How have The University of Tulsa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The University of Tulsa's sponsor-wide assets grew 16.1%, from $368M to $427M.
Where does The University of Tulsa Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
The University of Tulsa Defined Contribution Retirement Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to The University of Tulsa Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Jefferson Health Northeast 403(b) Plan in PA ($428M, 4,450 participants).

Next read for The University of Tulsa Defined Contribu…

Scale reading

Ways to act on The University of Tulsa Defined Contribution Retirement Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 730579298.

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.