Other · DOL Form 5500 · 2024

Oup USA Retirement Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
535
Participants Below avg headcount
86th
Percentile by assets National rank
$114,371
Avg per participant Below avg balance/head
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Official DOL plan name: Oup USA Tax Deferred Annuity Plan · Sponsored by Oup USA · New York · Information & Media

$61M in assets, 535 participants

Oup USA's Oup USA Tax Deferred Annuity Plan reported $61M in total assets and 535 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,288 in Information & Media (2,822 peers)

Where Oup USA Tax Deferred Annuity Plan sits by assets

Oup USA Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $61M for 535 participants (~$114,371/participant), up 12.0% in 2024.

#2,288
in Information & Media (2,822 peers)
+12.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Oup USA Tax Deferred Annuity Plan's outsized position by total assets

Oup USA Tax Deferred Annuity Plan vs every filed plan by assets

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

$61,188,685 Top 14% higher than 86% 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

Oup USA Tax Deferred Annuity 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 Tax Deferred Annuity Plan sits mid-pack in the medium band (535 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oup USA Tax Deferred Annuity Plan reported net income fell from $11M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Oup USA Tax Deferred Annuity Plan end-of-year assets rose from $55M in the plan year 2023 filing to $61M in the plan year 2024 filing.
  • Oup USA Tax Deferred Annuity Plan reported participants fell from 555 in the plan year 2023 filing to 535 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 986001062 · Oup USA PY 2024 · Other

Oup USA Tax Deferred Annuity Plan · $61M · 535 · 86th

  • BOOK $61M
  • BOOK 535
  • BOOK 86th
  • BOOK Other
  • BOOK near Franklin College 403(b) Retirement and Tax Deferred Annuity Plan
  • BOOK ind #2288

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 Tax Deferred Annuity Plan in the asset neighbourhood

Dexter Southfield, Inc. Defined Contribution Retirement PlanDexter Southfield, Inc. Defi…$61MSt. Paul Academy and Summit School 403(b) DC PlanSt. Paul Academy and Summit …$61MOup USA Tax Deferred Annuity PlanOup USA Tax Deferred Annuity…$61MFranklin College 403(b) Retirement and Tax Deferred Annuity PlanFranklin College 403(b) Reti…$61MNorfolk Academy Pre-Tax Savings and Retirement PlanNorfolk Academy Pre-Tax Savi…$61M
End-of-year total assets ($M) among Oup USA Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$61M
Net Income$7M
Employer EIN986001062
Plan Effective Date1987-10-01
Filing StatusFILING 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
$145M$150M$155M$160M$165M$170M 202220232024 $148M $163M ▲ +10.4%
Year Plans Participants Total Assets
2022 3 1,318 $148M
2023 3 1,239 $164M
2024 3 1,164 $163M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Oup USA Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Oup USA Tax Deferred Annuity Plan, Total assets ($B): 0.061188685 · Participants: 535Oup USA Tax Deferred Annuity PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Oup USA Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare Oup USA Tax Deferred Annuity Plan side-by-side with 3 peers →

Oup USA Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Franklin College 403(b) Retirement and Tax Deferred Annuity Plan in IN ($61M); by covered participants it is Bracewell LLP 401(k) Plan a in TX (535 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (535 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 Oup USA Tax Deferred Annuity Plan assets move in 2024? ▼
Oup USA Tax Deferred Annuity Plan grew at a solid clip - up 12.0% during 2024, from $55M to $61M. Reported net income was $7M.
How have Oup USA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oup USA's sponsor-wide assets grew 10.4%, from $148M to $163M.
Where does Oup USA Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Oup USA Tax Deferred Annuity Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Oup USA Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Franklin College 403(b) Retirement and Tax Deferred Annuity Plan in IN ($61M, 266 participants).
Which Other plans cover a similar participant headcount to Oup USA Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Bracewell LLP 401(k) Plan a in TX (535 participants, $258M 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 986001062.

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.