Other · DOL Form 5500 · 2024
Oglethorpe University Retirement Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 308
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $134,307
- Avg per participant Near avg balance/head
Official DOL plan name: Oglethorpe University 403(b) Retirement Program · Sponsored by Oglethorpe University · Georgia · Educational Services
$41M in assets, 308 participants
Oglethorpe University's Oglethorpe University 403(b) Retirement Program reported $41M in total assets and 308 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #2,481 in Educational Services (3,638 peers)
Coverage in Georgia
Oglethorpe University 403(b) Retirement Program covers 308 participants in Georgia, about 28% of the average Georgia filer (state average ~1,096 per filing). Assets: $41M.
- #2,481
- in Educational Services (3,638 peers)
- +11.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Oglethorpe University 403(b) Retirement Program's outsized position by total assets
Oglethorpe University 403(b) Retirement Program vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$41,366,686 Top 18% higher than 82% 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
Oglethorpe University 403(b) Retirement Program 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. Oglethorpe University 403(b) Retirement Program sits mid-pack in the medium band (308 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oglethorpe University 403(b) Retirement Program end-of-year assets rose from $37M in the plan year 2023 filing to $41M in the plan year 2024 filing.
- Oglethorpe University 403(b) Retirement Program reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 580568698 · Oglethorpe University PY 2024 · Other
Oglethorpe University 403(b) Retirement Program · $41M · 308 · 82nd
- VS-ST $41M
- VS-ST 308
- VS-ST 82nd
- VS-ST Other
- VS-ST near Ottawa University DC Plan
- VS-ST ind #2481
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 Georgia →
Oglethorpe University 403(b) Retirement Program in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $4M |
| Employer EIN | 580568698 |
| Plan Effective Date | 1961-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oglethorpe University)
Sponsor-wide plan assets over time
All Oglethorpe University plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 26.064094998932013% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 256 | $33M |
| 2023 | 1 | 310 | $37M |
| 2024 | 1 | 308 | $41M |
Nearby Other Plans in Georgia
Peer Other plans, same state, same plan type, ranked by total assets.
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan $2.8B · 26,097
- Northside Hospital 403(b) Retirement Plan $1.8B · 29,253
- Childrens Healthcare of Atlanta Inc Share Plan $1.5B · 13,143
- IBEW Local 613 Defined Contribution Pension Plan $752M · 4,682
- Navicent Health 403(b) Retirement Savings Plan $575M · 6,344
Oglethorpe University 403(b) Retirement Program's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is Ottawa University DC Plan in KS ($41M); by covered participants it is The Pines at Davidson, Inc. 403(b) Plan in NC (308 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
Similar participant headcount
Nearest other-state filings by covered participants (308 participants); asset peers above are excluded.
- The Pines at Davidson, Inc. 403(b) Plan (NC) 308 · 0 off
- Health West, Inc. 403(b) Retirement Plan (ID) 308 · 0 off
- Gosnold, Inc. Retirement Savings Plan (MA) 308 · 0 off
- Wca Hospital 403(b) Retirement Savings Plan (NY) 308 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.