Other · DOL Form 5500 · 2024

Oklahoma Medical Research Foundation Retirement Plan

Data updated 2026-08-11

$59M
Total assets
392
Participants
86th
Percentile by assets
$151,590
Avg per participant
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Official DOL plan name: Oklahoma Medical Research Foundation Supplemental Retirement Plan · Sponsored by Oklahoma Medical Research Foundation · Oklahoma · Other Services

$59M in assets, 392 participants

Oklahoma Medical Research Foundation's Oklahoma Medical Research Foundation Supplemental Retirement Plan reported $59M in total assets and 392 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.

  • 86th percentile by assets (of 123,622 plans)
  • #7,256 in Other Services (7,719 peers)

Where Oklahoma Medical Research Foundation Supplemental Retirement Plan sits by assets

Oklahoma Medical Research Foundation Supplemental Retirement Plan sits in the top quartile of all filed plans by assets, $59M for 392 participants (~$151,590/participant), up 14.1% in 2024.

$59M
total plan assets (2024 EOY)
392
covered participants
86th
percentile by assets (of 123,622 plans)
$151,590
avg assets per participant

Where Oklahoma Medical Research Foundation Supplemental Retirement Plan sits by total assets

Oklahoma Medical Research Foundation Supplemental Retirement Plan vs every filed plan by assets

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

$59,423,253 Top 14% higher than 86% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oklahoma Medical Research Foundation Supplemental Retirement Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Oklahoma Medical Research Foundation Supplemental Retirement Plan end-of-year assets rose from $52M in the plan year 2023 filing to $59M in the plan year 2024 filing.
  • Oklahoma Medical Research Foundation Supplemental Retirement Plan reported participants rose from 359 in the plan year 2023 filing to 392 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Oklahoma
Industry
Other Services

Oklahoma Medical Research Foundation Supplemental Retirement Plan vs the 2024 asset distribution

By assets, Oklahoma Medical Research Foundation Supplemental Retirement Plan outranks 86% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$59M
Net Income$7M
Employer EIN730580274
Plan Effective Date1955-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oklahoma Medical Research Foundation)

$120M$140M$160M$180M 202220232024 $125M $159M ▲ +27.5%
Total plan assets by year, all Oklahoma Medical Research Foundation plans on file
Year Plans Participants Total Assets
2022 2 772 $125M
2023 2 839 $142M
2024 2 905 $159M

Nearby Other Plans in Oklahoma

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

Oklahoma Medical Research Foundation Supplemental Retirement Plan vs. nearby Other plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 00.511.5 Total assets ($B) Participants Oklahoma Medical Res…, Total assets ($B): 0.059423253 · Participants: 392Oklahoma Medical Res…403(b) Retirement Sa…, Total assets ($B): 1.115442599 · Participants: 11191403(b) Retirement Sa…The University of Tu…, Total assets ($B): 0.427398496 · Participants: 1162The University of Tu…Saint Francis Health…, Total assets ($B): 0.366101821 · Participants: 903Saint Francis Health…Oral Roberts Univers…, Total assets ($B): 0.074730209 · Participants: 497Oral Roberts Univers…Duncan Regional Hosp…, Total assets ($B): 0.060583349 · Participants: 710Duncan Regional Hosp…
Oklahoma Medical Research Foundation Supplemental Retirement Plan vs. nearby Other plans in Oklahoma, assets vs. participants
Compare Oklahoma Medical Research Foundation Sup… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Oklahoma Medical Research Foundation Supplemental Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Oklahoma Medical Research Foundation Supplemental Retirement Plan assets move in 2024? ▼
Oklahoma Medical Research Foundation Supplemental Retirement Plan grew at a solid clip - up 14.1% during 2024, from $52M to $59M. Reported net income was $7M.
How have Oklahoma Medical Research Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oklahoma Medical Research Foundation's sponsor-wide assets grew 27.5%, from $125M to $159M.
Where does Oklahoma Medical Research Foundation Supplemental Retirement Plan rank by assets among Form 5500 filers? ▼
Oklahoma Medical Research Foundation Supplemental Retirement 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 Oklahoma Medical Research Foundation Supplemental Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Emergent Health Partners 403(b) Retirement Plan in MI ($59M, 857 participants).

Next read for Oklahoma Medical Research Foundation Sup…

Scale reading

Ways to act on Oklahoma Medical Research Foundation Supplemental Retirement Plan's numbers.

  • By total assets, Oklahoma Medical Research Foundation Supplemental Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Oklahoma. Compare plans
  • Oklahoma Medical Research Foundation's sponsor-wide assets have grown 27.5% since 2022 across 3 plan years on file. More Other Services plans

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 730580274.

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.