401(k) · DOL Form 5500 · 2024

University of Oklahoma Foundation 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
181
Participants Below avg headcount
75th
Percentile by assets National rank
$141,818
Avg per participant Near avg balance/head
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Official DOL plan name: University of Oklahoma Foundation Savings Plan · Sponsored by University of Oklahoma Foundation · Oklahoma · Educational Services

$26M in assets, 181 participants

University of Oklahoma Foundation's University of Oklahoma Foundation Savings Plan reported $26M in total assets and 181 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,139 in Educational Services (3,638 peers)

Coverage in Oklahoma

University of Oklahoma Foundation Savings Plan covers 181 participants in Oklahoma, about 24% of the average Oklahoma filer (state average ~760 per filing). Assets: $26M.

#2,139
in Educational Services (3,638 peers)
+26.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

University of Oklahoma Foundation Savings Plan's outsized position by total assets

University of Oklahoma Foundation Savings Plan vs every filed plan by assets

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

$25,669,138 Top 25% higher than 75% of 123,620 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 2024

University of Oklahoma Foundation Savings 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. University of Oklahoma Foundation Savings Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University of Oklahoma Foundation Savings Plan end-of-year assets rose from $20M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • University of Oklahoma Foundation Savings Plan reported participants rose from 176 in the plan year 2023 filing to 181 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 736091755 · University of Oklahoma Foundation PY 2024 · 401(k)

University of Oklahoma Foundation Savings Plan · $26M · 181 · 75th

  • EBSA $26M
  • PART 181
  • TYPE 75th
  • NET 401(k)
  • BOOK near Polymer Technology Systems, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #2139

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 →

University of Oklahoma Foundation Savings Plan in the asset neighbourhood

University of Oklahoma Foundation Savings PlanUniversity of Oklahoma Found…$26MPolymer Technology Systems, Inc. 401(k) Profit Sharing PlanPolymer Technology Systems, …$26MStar Pipe Products, Ltd. 401(k) Profit Sharing PlanStar Pipe Products, Ltd. 401…$26MPrevian 401(k) Plan$26MWacker Neuson America Corporation Bargaining Unit 401(k) PlanWacker Neuson America Corpor…$26M
End-of-year total assets ($M) among University of Oklahoma Foundation Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN736091755
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Oklahoma Foundation)

Sponsor-wide plan assets over time

All University of Oklahoma Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$26M 71.11849457065514% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15M $25.7M ▲ +71.1%
Year Plans Participants Total Assets
2022 1 131 $15M
2023 1 176 $20M
2024 1 181 $26M

Nearby 401(k) Plans in Oklahoma

Peer 401(k) plans, same state, same plan type, ranked by total assets.

University of Oklahoma Foundation Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants University of Oklahoma Foundation Savings Plan, Total assets ($B): 0.025669138 · Participants: 181University of Oklahoma Foundation Savings PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
University of Oklahoma Foundation Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare University of Oklahoma Foundation Savings Plan side-by-side with 3 peers →

University of Oklahoma Foundation Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Polymer Technology Systems, Inc. 401(k) Profit Sharing Plan in IN ($26M); by covered participants it is Bpl Plasma, Inc. & Affiliates 401(k) and Profit in NJ (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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.

Frequently Asked Questions

How did University of Oklahoma Foundation Savings Plan assets move in 2024? ▼
University of Oklahoma Foundation Savings Plan grew sharply - up 26.3% during 2024, from $20M to $26M. Reported net income was $5M.
How have University of Oklahoma Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Oklahoma Foundation's sponsor-wide assets grew 71.1%, from $15M to $26M.
Where does University of Oklahoma Foundation Savings Plan rank by assets among Form 5500 filers? ▼
University of Oklahoma Foundation Savings Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to University of Oklahoma Foundation Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Polymer Technology Systems, Inc. 401(k) Profit Sharing Plan in IN ($26M, 212 participants).
Which 401(k) plans cover a similar participant headcount to University of Oklahoma Foundation Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bpl Plasma, Inc. & Affiliates 401(k) and Profit in NJ (181 participants, N/A in assets).

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 736091755.

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.