401(k) · DOL Form 5500 · 2024

Ou Medicine, Inc. 401(k) Plan

Data updated 2026-08-25

$592M
Total assets Above avg plan size
8,530
Participants Very large workforce
98th
Percentile by assets National rank
$69,345
Avg per participant Below avg balance/head
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Official DOL plan name: Ou Health 401(k) Plan · Sponsored by Ou Medicine, Inc. · Oklahoma · Healthcare & Social Assistance

$592M in assets, 8,530 participants

Ou Medicine, Inc.'s Ou Health 401(k) Plan reported $592M in total assets and 8,530 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #16,504 in Healthcare & Social Assistance (16,916 peers)

Coverage in Oklahoma

Ou Health 401(k) Plan covers 8,530 participants in Oklahoma, 11x the typical Oklahoma plan (state average ~760 per filing). Assets: $592M.

#16,504
in Healthcare & Social Assistance (16,916 peers)
+24.5%
assets growth YoY
5.9×
vs typical plan assets (national mean)

Ou Health 401(k) Plan's outsized position by total assets

Ou Health 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$591,511,958 Top 2% higher than 98% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Ou Health 401(k) 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. Ou Health 401(k) Plan lands in the large band (8,530 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ou Health 401(k) Plan end-of-year assets rose from $475M in the plan year 2023 filing to $592M in the plan year 2024 filing.
  • Ou Health 401(k) Plan reported net income rose from $99M in the plan year 2023 filing to $116M in the plan year 2024 filing.
  • Ou Health 401(k) Plan reported participants rose from 8,170 in the plan year 2023 filing to 8,530 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 821883948 · Ou Medicine, Inc. PY 2024 · 401(k)

Ou Health 401(k) Plan · $592M · 8,530 · 98th

  • VS-ST $592M
  • VS-ST 8,530
  • VS-ST 98th
  • VS-ST 401(k)
  • VS-ST near Power Profit Sharing 401(k) Plan
  • VS-ST ind #16504

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 Oklahoma →

Ou Health 401(k) Plan in the asset neighbourhood

Envista Holdings Corporation Savings PlanEnvista Holdings Corporation…$592MEmerging Markets Employees' Savings PlanEmerging Markets Employees' …$592MPower Profit Sharing 401(k) PlanPower Profit Sharing 401(k) …$592MOu Health 401(k) Plan$592MThe Segal Group Profit Sharing PlanThe Segal Group Profit Shari…$591M
End-of-year total assets ($M) among Ou Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$475M
Net Assets (End of Year)$592M
Net Income$116M
Employer EIN821883948
Plan Effective Date2018-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ou Medicine, Inc.)

Sponsor-wide plan assets over time

All Ou Medicine, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$592M 57.296968548212135% vs 2022
2024 filing year
$300M$400M$500M$600M$700M 202220232024 $376M $592M ▲ +57.3%
Year Plans Participants Total Assets
2022 1 6,781 $376M
2023 1 8,170 $475M
2024 1 8,530 $592M

Nearby 401(k) Plans in Oklahoma

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ou Health 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 0123456 Total assets ($B) Participants Ou Health 401(k) Plan, Total assets ($B): 0.591511958 · Participants: 8530Ou Health 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
Ou Health 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Ou Health 401(k) Plan side-by-side with 3 peers →

Scale composition for Ou Health 401(k) Plan

Ou Health 401(k) Plan reports $592M in end-of-year assets across 8,530 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $69,345 per participant (50% of the national average assets-per-participant) . Net income for plan year 2024 was $116M.

This plan identity (EIN 821883948, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $376M to $592M (+57.3%) while covered participants moved from 6,781 to 8,530 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,781 $376M Open filing
2023 8,170 $475M Open filing
2024 · index core 8,530 $592M This page

Ou Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Power Profit Sharing 401(k) Plan in ID ($592M); by covered participants it is Core Power Yoga, LLC Employee Savings Trust in CO (8,530 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($592M here).

Similar participant headcount

Nearest other-state filings by covered participants (8,530 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ou Health 401(k) Plan assets move in 2024? ▼
Ou Health 401(k) Plan grew sharply - up 24.5% during 2024, from $475M to $592M. Reported net income was $116M.
How have Ou Medicine, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ou Medicine, Inc.'s sponsor-wide assets grew 57.3%, from $376M to $592M.
Where does Ou Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Ou Health 401(k) Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ou Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Power Profit Sharing 401(k) Plan in ID ($592M, 3,637 participants).
Which 401(k) plans cover a similar participant headcount to Ou Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Core Power Yoga, LLC Employee Savings Trust in CO (8,530 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 821883948.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.