Other · DOL Form 5500 · 2024
Oklahoma State University Foundation Retirement Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 192
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $231,337
- Avg per participant Above avg balance/head
Official DOL plan name: Oklahoma State University Foundation 403(b) Retirement Plan · Sponsored by Oklahoma State University Foundation · Oklahoma · Educational Services
$44M in assets, 192 participants
Oklahoma State University Foundation's Oklahoma State University Foundation 403(b) Retirement Plan reported $44M in total assets and 192 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,532 in Educational Services (3,638 peers)
Coverage in Oklahoma
Oklahoma State University Foundation 403(b) Retirement Plan covers 192 participants in Oklahoma, about 25% of the average Oklahoma filer (state average ~760 per filing). Assets: $44M.
- #2,532
- in Educational Services (3,638 peers)
- +9.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Oklahoma State University Foundation 403(b) Retirement Plan's outsized position by total assets
Oklahoma State University Foundation 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$44,416,658 Top 17% higher than 83% 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
Oklahoma State University Foundation 403(b) 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. Oklahoma State University Foundation 403(b) Retirement Plan sits mid-pack in the medium band (192 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oklahoma State University Foundation 403(b) Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Oklahoma State University Foundation 403(b) Retirement Plan end-of-year assets rose from $41M in the plan year 2023 filing to $44M in the plan year 2024 filing.
- Oklahoma State University Foundation 403(b) Retirement Plan reported participants rose from 180 in the plan year 2023 filing to 192 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 736097060 · Oklahoma State University Foundation PY 2024 · Other
Oklahoma State University Foundation 403(b) Retirement Plan · $44M · 192 · 83rd
- PART $44M
- PART 192
- PART 83rd
- PART Other
- PART near Ciee Retirement Plan
- PART ind #2532
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 Oklahoma →
Oklahoma State University Foundation 403(b) Retirement Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $4M |
| Employer EIN | 736097060 |
| Plan Effective Date | 1987-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oklahoma State University Foundation)
Sponsor-wide plan assets over time
All Oklahoma State University Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 25.20439704021822% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 171 | $35M |
| 2023 | 1 | 180 | $41M |
| 2024 | 1 | 192 | $44M |
Nearby Other Plans in Oklahoma
Peer Other plans, same state, same plan type, ranked by total assets.
- 403(b) Retirement Savings Plan for Integris Health, Inc. $1.1B · 11,191
- The University of Tulsa Defined Contribution Retirement Plan $427M · 1,162
- Saint Francis Health System, Inc. 403(b) Savings P $366M · 903
- Oral Roberts University Retirement Plan $75M · 497
- Duncan Regional Hospital 403(b) Plan $61M · 710
Oklahoma State University Foundation 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is Ciee Retirement Plan in ME ($44M); by covered participants it is Northeast Missouri Health Council 403b Plan in MO (192 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
- Ciee Retirement Plan (ME) $44M · 403
- Oklahoma Iron Workers Direct Contribution Plan and Trust (TX) $44M · 4,389
- Sidwell Friends School Tax Deferred Annuity Plan (DC) $45M · 163
- Hospice of Michigan Retirement Savings Plan (MI) $45M · 744
Similar participant headcount
Nearest other-state filings by covered participants (192 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.