Other · DOL Form 5500 · 2024
Ochsner Clinic Foundation Retirement Plan
Data updated 2026-08-25
- $194M
- Total assets Near avg plan size
- 32,975
- Participants Very large workforce
- 94th
- Percentile by assets National rank
- $5,879
- Avg per participant Low balance/head
Official DOL plan name: Ochsner Clinic Foundation 403(b) Plan · Sponsored by Ochsner Clinic Foundation · Louisiana · Healthcare & Social Assistance
$194M in assets, 32,975 participants
Ochsner Clinic Foundation's Ochsner Clinic Foundation 403(b) Plan reported $194M in total assets and 32,975 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #16,038 in Healthcare & Social Assistance (16,916 peers)
Coverage in Louisiana
Ochsner Clinic Foundation 403(b) Plan covers 32,975 participants in Louisiana, 67x the typical Louisiana plan (state average ~495 per filing). Assets: $194M.
- #16,038
- in Healthcare & Social Assistance (16,916 peers)
- +13.3%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
Ochsner Clinic Foundation 403(b) Plan's outsized position by total assets
Ochsner Clinic Foundation 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$193,859,108 Top 6% higher than 94% 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 403(b) Plan's mega-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 403(b) Plan is a mega filing (32,975 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ochsner Clinic Foundation 403(b) Plan end-of-year assets rose from $171M in the plan year 2023 filing to $194M in the plan year 2024 filing.
- Ochsner Clinic Foundation 403(b) Plan reported net income fell from $25M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Ochsner Clinic Foundation 403(b) Plan reported participants rose from 32,372 in the plan year 2023 filing to 32,975 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 720502505 · Ochsner Clinic Foundation PY 2024 · Other
Ochsner Clinic Foundation 403(b) Plan · $194M · 32,975 · 94th
- VS-ST $194M
- VS-ST 32,975
- VS-ST 94th
- VS-ST Other
- VS-ST near Concordia College Retirement Plan
- VS-ST ind #16038
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 403(b) Plan in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $171M |
|---|---|
| Net Assets (End of Year) | $194M |
| Net Income | $23M |
| Employer EIN | 720502505 |
| Plan Effective Date | 2004-08-01 |
| 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 Other Plans in Louisiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Tulane University Faculty and Administrative 403(b) Retirement Plan $794M · 3,284
- Tulane University Tax Deferral 403(b) Retirement Plan $607M · 7,673
- Lhc Group 401(k) Plan $541M · 30,378
- Tulane University Staff 403(b) Retirement Plan $313M · 3,135
- Loyola University Retirement Plan $282M · 1,161
Scale composition for Ochsner Clinic Foundation 403(b) Plan
Ochsner Clinic Foundation 403(b) Plan reports $194M in end-of-year assets across 32,975 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.035% of 93,925,755 covered participants) - about $5,879 per participant (4% of the national average assets-per-participant) . Net income for plan year 2024 was $23M.
This plan identity (EIN 720502505, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $146M to $194M (+32.8%) while covered participants moved from 23,862 to 32,975 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 23,862 | $146M | Open filing |
| 2023 | 32,372 | $171M | Open filing |
| 2024 · index core | 32,975 | $194M | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Ochsner Clinic Foundation 401(k) Plan (401(k), $2.7B, 32,229 participants)
- Ochsner Clinic Foundation Retirement Plan (Defined Benefit (Pension), $444M, 1,347 participants)
Ochsner Clinic Foundation 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Louisiana, the nearest Other by assets is Concordia College Retirement Plan in MN ($194M); by covered participants it is Medstar Health, Inc. Retirement Savings Plan in MD (32,983 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($194M here).
- Concordia College Retirement Plan (MN) $194M · 648
- Ohio Wesleyan University Defined Contribution Retirement Plan and Tax-Deferred Annuity Plan (OH) $194M · 519
- University of Evansville Defined Contribution Retirement Plan (IN) $193M · 1,321
- The Joslin Diabetes Center, Inc. Defined Contribution Retirement Plan (MA) $193M · 369
Similar participant headcount
Nearest other-state filings by covered participants (32,975 participants); asset peers above are excluded.
- Medstar Health, Inc. Retirement Savings Plan (MD) 32,983 · 8 off
- Nyu Langone Health 403(b) Plan (NY) 32,992 · 17 off
- Spectrum Health System 403(b) Plan (MI) 32,821 · 154 off
- Memorial Hermann Health System Employees' Retirement Savings Plan (TX) 33,543 · 568 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.