OUP USA TAX DEFERRED ANNUITY PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
OUP USA
This Profit Sharing plan holds $61M in total assets and serves 535 participants as of 2024. It is sponsored by OUP USA in New York. The plan reported positive net income of $7M for the year.
What the Filing Says About OUP USA TAX DEFERRED ANNUITY PLAN
OUP USA TAX DEFERRED ANNUITY PLAN is a Profit Sharing retirement plan sponsored by OUP USA, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $61M in total end-of-year assets and covers 535 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 986001062, and the plan has been effective since 1987-10-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $55M at the beginning of 2024 to $61M at year-end — a gain of 12.0%. Net assets (after liabilities) closed the year at $61M, with reported net income of $7M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $55M |
| Total Assets (End of Year) | $61M |
| Net Assets (End of Year) | $61M |
| Net Income | $7M |
| Plan Type | Profit Sharing |
| Employer EIN | 986001062 |
| Plan Effective Date | 1987-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (OUP USA)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,318 | $148M |
| 2023 | 3 | 1,239 | $164M |
| 2024 | 3 | 1,164 | $163M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN $8.5B · 30,241
- UNIVERSITY OF ROCHESTER RETIREMENT PROGRAM $7.2B · 28,970
- MEMORIAL SLOAN KETTERING CANCER CENTER RETIREMENT SAVINGS PLAN $5.6B · 22,855
- NEW YORK UNIVERSITY RETIREMENT PLAN FOR MEMBERS OF THE FACULTY, PROFESSIONAL RESEARCH STAFF AND ADMINISTRATION $4.9B · 10,107
- THE RETIREMENT SAVINGS PLAN $4.1B · 41,528
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Frequently Asked Questions
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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 986001062.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.