Other · DOL Form 5500 · 2024
The University of Tulsa Retirement Plan
Data updated 2026-08-25
- $427M
- Total assets Above avg plan size
- 1,162
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $367,813
- Avg per participant High balance/head
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.
- #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.
- #3,463
- in Educational Services (3,638 peers)
- +5.9%
- assets growth YoY
- 4.3×
- vs typical plan assets (national mean)
The University of Tulsa Defined Contribution Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The University of Tulsa Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The University of Tulsa Defined Contribution Retirement Plan lands in the large band (1,162 participants).
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.
EBSA filing schedule strip
Filing strip 730579298 · The University of Tulsa PY 2024 · Other
The University of Tulsa Defined Contribution Retirement Plan · $427M · 1,162 · 97th
- 5500 $427M
- ASSETS 1,162
- PCT 97th
- EIN Other
- RANK near Jefferson Health Northeast 403(b) Plan
- PHOTO ind #3463
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 →
The University of Tulsa Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $403M |
|---|---|
| Net Assets (End of Year) | $427M |
| Net Income | $24M |
| Employer EIN | 730579298 |
| Plan Effective Date | 1946-05-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The University of Tulsa)
Sponsor-wide plan assets over time
All The University of Tulsa plans reported in each filing year
- Latest sponsor-wide plan assets
- $427M 16.13725941982871% vs 2022
- 2024 filing year
| 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.
- 403(b) Retirement Savings Plan for Integris Health, Inc. $1.1B · 11,191
- Saint Francis Health System, Inc. 403(b) Savings P $366M · 903
- Oral Roberts University Retirement Plan $75M · 497
- Duncan Regional Hospital 403(b) Plan $61M · 710
- Oklahoma Medical Research Foundation Supplemental Retirement Plan $59M · 392
The University of Tulsa Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is Jefferson Health Northeast 403(b) Plan in PA ($428M); by covered participants it is Loyola University Retirement Plan in LA (1,161 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($427M here).
- Jefferson Health Northeast 403(b) Plan (PA) $428M · 4,450
- North Mississippi Health Services, Inc. 403(b) Plan (MS) $426M · 7,212
- National Public Radio, Inc. Retirement Plan (DC) $426M · 1,563
- American Cancer Society 403(b) Plan (GA) $426M · 2,703
Similar participant headcount
Nearest other-state filings by covered participants (1,162 participants); asset peers above are excluded.
- Loyola University Retirement Plan (LA) 1,161 · 1 off
- Teach for America, Inc. 403(b) Retirement Plan (NY) 1,163 · 1 off
- St. Mary's Healthcare System for Children, Inc. 403(b) Retirement Plan (NY) 1,159 · 3 off
- Columbia College Retirement Savings Plan (MO) 1,159 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.