Money Purchase · DOL Form 5500 · 2024
Oup USA Money Purchase Plan
Data updated 2026-08-25
- $73M
- Total assets Below avg plan size
- 340
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $213,621
- Avg per participant Above avg balance/head
Official DOL plan name: Oup USA Defined Contribution Retirement Plan · Sponsored by Oup USA · New York · Information & Media
$73M in assets, 340 participants
Oup USA's Oup USA Defined Contribution Retirement Plan reported $73M in total assets and 340 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #2,347 in Information & Media (2,822 peers)
Coverage in New York
Oup USA Defined Contribution Retirement Plan covers 340 participants in New York, about 43% of the average New York filer (state average ~798 per filing). Assets: $73M.
- #2,347
- in Information & Media (2,822 peers)
- -4.3%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oup USA Defined Contribution Retirement Plan's outsized position by total assets
Oup USA Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$72,631,303 Top 12% higher than 88% 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
Oup USA Defined Contribution Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oup USA Defined Contribution Retirement Plan sits mid-pack in the medium band (340 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oup USA Defined Contribution Retirement Plan reported net income fell from $5M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Oup USA Defined Contribution Retirement Plan reported participants fell from 370 in the plan year 2023 filing to 340 in the plan year 2024 filing.
- Oup USA Defined Contribution Retirement Plan end-of-year assets fell from $76M in the plan year 2023 filing to $73M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 986001062 · Oup USA PY 2024 · Money Purchase
Oup USA Defined Contribution Retirement Plan · $73M · 340 · 88th
- PART $73M
- TYPE 340
- NET 88th
- BOOK Money Purchase
- VS-ST near IBEW Local 968 Pension Fund
- BOY ind #2347
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 Information & Media retirement plans → · Plans in New York →
Oup USA Defined Contribution Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $73M |
| Net Income | -$3M |
| Employer EIN | 986001062 |
| Plan Effective Date | 1987-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oup USA)
Sponsor-wide plan assets over time
All Oup USA plans reported in each filing year
- Latest sponsor-wide plan assets
- $163M 10.365916336018003% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,318 | $148M |
| 2023 | 3 | 1,239 | $164M |
| 2024 | 3 | 1,164 | $163M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $5.9B · 11,906
- Young Men's Christian Association Retirement Fund Retirement Plan $3.9B · 47,199
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.2B · 15,274
- Brookhaven Science Associates, LLC Retirement Plan $1.5B · 2,624
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 2,357
Oup USA Defined Contribution Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is IBEW Local 968 Pension Fund in WV ($73M); by covered participants it is Money Purchase Retirement Plan of U.a. Local 716 in CT (340 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($73M here).
- IBEW Local 968 Pension Fund (WV) $73M · 355
- The Harker School 401(a) Defined Contribution Plan (CA) $73M · 556
- Iowa Builders Retirement Plan (IA) $75M · 400
- Plumbers & Pipefitters Local 152 Retirement Annuit (WV) $75M · 2,909
Similar participant headcount
Nearest other-state filings by covered participants (340 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.