401(k) · DOL Form 5500 · 2024
Ochsner Clinic Foundation 401(k) Plan
Data updated 2026-08-25
- $2.7B
- Total assets Very large vs avg
- 32,229
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $83,438
- Avg per participant Below avg balance/head
Official DOL plan name: Ochsner Clinic Foundation 401(k) Plan · Sponsored by Ochsner Clinic Foundation · Louisiana · Healthcare & Social Assistance
$2.7B in assets, 32,229 participants
Ochsner Clinic Foundation's Ochsner Clinic Foundation 401(k) Plan reported $2.7B in total assets and 32,229 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #16,834 in Healthcare & Social Assistance (16,916 peers)
Coverage in Louisiana
Ochsner Clinic Foundation 401(k) Plan covers 32,229 participants in Louisiana, 65x the typical Louisiana plan (state average ~495 per filing). Assets: $2.7B.
- #16,834
- in Healthcare & Social Assistance (16,916 peers)
- +16.7%
- assets growth YoY
- 27×
- vs typical plan assets (national mean)
Ochsner Clinic Foundation 401(k) Plan's outsized position by total assets
Ochsner Clinic Foundation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,689,137,500 Top 1% higher than 99% 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 401(k) 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 401(k) Plan is a mega filing (32,229 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ochsner Clinic Foundation 401(k) Plan end-of-year assets rose from $2.3B in the plan year 2023 filing to $2.7B in the plan year 2024 filing.
- Ochsner Clinic Foundation 401(k) Plan reported net income fell from $419M in the plan year 2023 filing to $384M in the plan year 2024 filing.
- Ochsner Clinic Foundation 401(k) Plan reported participants rose from 31,221 in the plan year 2023 filing to 32,229 in the plan year 2024 filing.
DOL schedule card
Filing strip 720502505 · Ochsner Clinic Foundation PY 2024 · 401(k)
Ochsner Clinic Foundation 401(k) Plan · $2.7B · 32,229 · 99th
- PCT $2.7B
- PCT 32,229
- PCT 99th
- PCT 401(k)
- PCT near First-Citizens Bank & Trust Company 401(k) Plan
- PCT ind #16834
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 401(k) Plan in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $2.3B |
|---|---|
| Net Assets (End of Year) | $2.7B |
| Net Income | $384M |
| Employer EIN | 720502505 |
| Plan Effective Date | 1985-06-01 |
| 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 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lumen 401(k) Savings Plan $7.3B · 26,319
- Savings Plan of Entergy Corporation and Subsidiaries $4.4B · 9,655
- Louisiana Children's Medical Center Retirement and Savings Plan $1.0B · 13,357
- Amedisys Holding, LLC 401(k) Plan $955M · 18,862
- Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program $661M · 3,698
Scale composition for Ochsner Clinic Foundation 401(k) Plan
Ochsner Clinic Foundation 401(k) Plan reports $2.7B in end-of-year assets across 32,229 participants (0.022% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.034% of 93,925,755 covered participants) - about $83,438 per participant (60% of the national average assets-per-participant) . Net income for plan year 2024 was $384M.
This plan identity (EIN 720502505, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.9B to $2.7B (+42.6%) while covered participants moved from 23,072 to 32,229 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 23,072 | $1.9B | Open filing |
| 2023 | 31,221 | $2.3B | Open filing |
| 2024 · index core | 32,229 | $2.7B | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Ochsner Clinic Foundation Retirement Plan (Defined Benefit (Pension), $444M, 1,347 participants)
- Ochsner Clinic Foundation 403(b) Plan (Other, $194M, 32,975 participants)
Ochsner Clinic Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is First-Citizens Bank & Trust Company 401(k) Plan in NC ($2.7B); by covered participants it is Team Public Choices 401(k) Plan in CA (32,216 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.7B here).
- First-Citizens Bank & Trust Company 401(k) Plan (NC) $2.7B · 15,251
- Gartner Inc. Savings and Investment Plan (CT) $2.7B · 10,650
- Ntt Data Americas 401(k) Plan (TX) $2.7B · 12,621
- Lyondellbasell Savings Plan (TX) $2.7B · 8,059
Similar participant headcount
Nearest other-state filings by covered participants (32,229 participants); asset peers above are excluded.
- Team Public Choices 401(k) Plan (CA) 32,216 · 13 off
- Bae Systems Employees' Savings and Investment Plan (VA) 32,246 · 17 off
- Vensure Employer Services, Inc. 401(k) Profit Sharing Plan (AZ) 32,207 · 22 off
- Bjc 401(k) Plan (MO) 32,042 · 187 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.