Other · DOL Form 5500 · 2024
Oklahoma Medical Research Foundation Retirement Plan
Data updated 2026-08-25
- $59M
- Total assets Below avg plan size
- 392
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $151,590
- Avg per participant Above avg balance/head
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.
- #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.
- #7,256
- in Other Services (7,719 peers)
- +14.1%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Oklahoma Medical Research Foundation Supplemental Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Oklahoma Medical Research Foundation Supplemental 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 Medical Research Foundation Supplemental Retirement Plan sits mid-pack in the medium band (392 participants).
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.
Form 5500 schedule snapshot
Filing strip 730580274 · Oklahoma Medical Research Foundation PY 2024 · Other
Oklahoma Medical Research Foundation Supplemental Retirement Plan · $59M · 392 · 86th
- EOY $59M
- EOY 392
- EOY 86th
- EOY Other
- EOY near Emergent Health Partners 403(b) Retirement Plan
- EOY ind #7256
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 Other Services retirement plans → · Plans in Oklahoma →
Oklahoma Medical Research Foundation Supplemental Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | $7M |
| Employer EIN | 730580274 |
| Plan Effective Date | 1955-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oklahoma Medical Research Foundation)
Sponsor-wide plan assets over time
All Oklahoma Medical Research Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $159M 27.461385269156196% vs 2022
- 2024 filing year
| 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.
- 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 Medical Research Foundation Supplemental Retirement Plan's out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is Emergent Health Partners 403(b) Retirement Plan in MI ($59M); by covered participants it is H. B. Magruder Memorial Hospital 403(b) Plan in OH (392 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($59M here).
Similar participant headcount
Nearest other-state filings by covered participants (392 participants); asset peers above are excluded.
- H. B. Magruder Memorial Hospital 403(b) Plan (OH) 392 · 0 off
- Pennswood Village 403b Plan (PA) 392 · 0 off
- Tax Deferred Annuity Plan for the Arc of Central Alabama,Inc (AL) 392 · 0 off
- Davidson College Tax-Deferred Annuity Plan (NC) 392 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.