Other · DOL Form 5500 · 2024
Oak Ridge Associated Universities Retirement Plan
Data updated 2026-08-25
- $359M
- Total assets Above avg plan size
- 1,114
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $322,478
- Avg per participant High balance/head
Official DOL plan name: Oak Ridge Associated Universities 403(b) Retirement Plan · Sponsored by Oak Ridge Associated Universities · Tennessee · Educational Services
$359M in assets, 1,114 participants
Oak Ridge Associated Universities's Oak Ridge Associated Universities 403(b) Retirement Plan reported $359M in total assets and 1,114 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #3,427 in Educational Services (3,638 peers)
Where Oak Ridge Associated Universities 403(b) Retirement Plan sits by assets
Oak Ridge Associated Universities 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $359M for 1,114 participants (~$322,478/participant), up 7.0% in 2024.
- #3,427
- in Educational Services (3,638 peers)
- +7.0%
- assets growth YoY
- 3.6×
- vs typical plan assets (national mean)
Oak Ridge Associated Universities 403(b) Retirement Plan's outsized position by total assets
Oak Ridge Associated Universities 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$359,239,994 Top 4% higher than 96% 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
Oak Ridge Associated Universities 403(b) 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. Oak Ridge Associated Universities 403(b) Retirement Plan lands in the large band (1,114 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oak Ridge Associated Universities 403(b) Retirement Plan reported net income fell from $36M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Oak Ridge Associated Universities 403(b) Retirement Plan reported participants rose from 1,041 in the plan year 2023 filing to 1,114 in the plan year 2024 filing.
- Oak Ridge Associated Universities 403(b) Retirement Plan end-of-year assets rose from $336M in the plan year 2023 filing to $359M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 620476816 · Oak Ridge Associated Universities PY 2024 · Other
Oak Ridge Associated Universities 403(b) Retirement Plan · $359M · 1,114 · 96th
- PCT $359M
- EIN 1,114
- RANK 96th
- PHOTO Other
- IND near Monmouth University Defined Contribution Retirement Plan
- EOY ind #3427
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 Tennessee →
Oak Ridge Associated Universities 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $336M |
|---|---|
| Net Assets (End of Year) | $359M |
| Net Income | $23M |
| Employer EIN | 620476816 |
| Plan Effective Date | 1948-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oak Ridge Associated Universities)
Sponsor-wide plan assets over time
All Oak Ridge Associated Universities plans reported in each filing year
- Latest sponsor-wide plan assets
- $359M 19.9920880841879% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 764 | $299M |
| 2023 | 1 | 1,041 | $336M |
| 2024 | 1 | 1,114 | $359M |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $4.7B · 31,810
- Vanderbilt University Retirement Plan $2.5B · 7,926
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.3B · 6,588
- Ballad Health 403(b) Plan $731M · 12,134
- Dialysis Clinic, Inc. Thrift Plan $446M · 5,578
Oak Ridge Associated Universities 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Monmouth University Defined Contribution Retirement Plan in NJ ($359M); by covered participants it is Shell Point Thrift Plan in FL (1,116 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($359M here).
- Monmouth University Defined Contribution Retirement Plan (NJ) $359M · 1,042
- Roger Williams University Retirement Plan (RI) $360M · 3,017
- South Nassau Communities Hospital Employee Defined Contribution Retirement Plan (NY) $359M · 4,072
- Nas Salary Reduction Contribution Retirement Plan (DC) $360M · 1,281
Similar participant headcount
Nearest other-state filings by covered participants (1,114 participants); asset peers above are excluded.
- Shell Point Thrift Plan (FL) 1,116 · 2 off
- Access Community Health Network Retirement Savings Plan (IL) 1,112 · 2 off
- Bethesda Health Group, Inc. Retirement Savings 403(b) Plan (MO) 1,112 · 2 off
- Calvin University 403(b) Retirement Plan (MI) 1,118 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.