Defined Benefit (Pension) · DOL Form 5500 · 2024
Ochsner Clinic Foundation Pension Plan
Data updated 2026-08-25
- $444M
- Total assets Above avg plan size
- 1,347
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $329,788
- Avg per participant High balance/head
Official DOL plan name: Ochsner Clinic Foundation Retirement Plan · Sponsored by Ochsner Clinic Foundation · Louisiana · Healthcare & Social Assistance
$444M in assets, 1,347 participants
Ochsner Clinic Foundation's Ochsner Clinic Foundation Retirement Plan reported $444M in total assets and 1,347 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.
- #16,408 in Healthcare & Social Assistance (16,916 peers)
Coverage in Louisiana
Ochsner Clinic Foundation Retirement Plan covers 1,347 participants in Louisiana, 2.7x the typical Louisiana plan (state average ~495 per filing). Assets: $444M.
- #16,408
- in Healthcare & Social Assistance (16,916 peers)
- -0.6%
- assets change YoY
- 4.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ochsner Clinic Foundation Retirement Plan's outsized position by total assets
Ochsner Clinic Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$444,224,150 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
Ochsner Clinic Foundation 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. Ochsner Clinic Foundation Retirement Plan lands in the large band (1,347 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ochsner Clinic Foundation Retirement Plan reported net income fell from $14M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Ochsner Clinic Foundation Retirement Plan reported participants fell from 1,504 in the plan year 2023 filing to 1,347 in the plan year 2024 filing.
- Ochsner Clinic Foundation Retirement Plan end-of-year assets fell from $447M in the plan year 2023 filing to $444M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 720502505 · Ochsner Clinic Foundation PY 2024 · Defined Benefit (Pension)
Ochsner Clinic Foundation Retirement Plan · $444M · 1,347 · 97th
- TYPE $444M
- NET 1,347
- BOOK 97th
- VS-ST Defined Benefit (Pension)
- BOY near Medianews Group Pension Plan
- SCH ind #16408
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 Healthcare & Social Assistance retirement plans → · Plans in Louisiana →
Ochsner Clinic Foundation Retirement Plan in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $447M |
|---|---|
| Net Assets (End of Year) | $444M |
| Net Income | -$2M |
| Employer EIN | 720502505 |
| Plan Effective Date | 1957-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ochsner Clinic Foundation)
Sponsor-wide plan assets over time
All Ochsner Clinic Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.3B 35.04416350072499% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 48,548 | $2.5B |
| 2023 | 3 | 65,097 | $2.9B |
| 2024 | 3 | 66,551 | $3.3B |
Nearby Defined Benefit (Pension) Plans in Louisiana
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Lumen Combined Pension Plan $4.3B · 10,043
- Entergy Corporation Retirement Plan for Non-Bargaining Employees $1.8B · 6,385
- Entergy Corporation Retirement Plan VI for Non-Bargaining Employees $1.6B · 783
- Willis-Knighton Medical Center Employees Retirement Plan $1.2B · 6,197
- Entergy Corporation Retirement Plan for Bargaining Employees $916M · 2,317
Ochsner Clinic Foundation Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Louisiana, the nearest Defined Benefit (Pension) by assets is Medianews Group Pension Plan in CO ($444M); by covered participants it is Waterfront Employers - Ila Pension Plan in SC (1,343 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($444M here).
- Medianews Group Pension Plan (CO) $444M · 217
- American Cancer Society, Inc. Retirement Annuity Plan (GA) $446M · 1,226
- Premera Pension Equity Plan (WA) $446M · 2,858
- Sfb Casualty Ins Co Retirement Plan (MS) $446M · 1,529
Similar participant headcount
Nearest other-state filings by covered participants (1,347 participants); asset peers above are excluded.
- Waterfront Employers - Ila Pension Plan (SC) 1,343 · 4 off
- Lvmh Affiliates' Retirement Plan (NY) 1,352 · 5 off
- Northwest Airlines Pension Plan for Pilot Employees (GA) 1,352 · 5 off
- Stagehands Local Two Retirement Plan (IL) 1,353 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.