Money Purchase · DOL Form 5500 · 2024

Oklahoma Medical Research Foundation Money Purchase Plan

Data updated 2026-08-11

$100M
Total assets: 513
Participants: 90th
Percentile by assets: $194,695
Avg per participant

Official DOL plan name: Oklahoma Medical Research Foundation for Full-Time Employees · Sponsored by Oklahoma Medical Research Foundation · Oklahoma · Other Services

$100M in assets, 513 participants

Oklahoma Medical Research Foundation's Oklahoma Medical Research Foundation for Full-Time Employees reported $100M in total assets and 513 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

90th percentile by assets (of 123,622 plans)
#7,446 in Other Services (7,719 peers)

Where Oklahoma Medical Research Foundation for Full-Time Employees sits by assets

Oklahoma Medical Research Foundation for Full-Time Employees sits in the top 10% of all filed plans by assets, $100M for 513 participants (~$194,695/participant), up 10.7% in 2024.

$100M
total plan assets (2024 EOY): 513
covered participants: 90th
percentile by assets (of 123,622 plans): $194,695
avg assets per participant

Oklahoma Medical Research Foundation for Full-Time Employees reported net income fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Oklahoma Medical Research Foundation for Full-Time Employees end-of-year assets rose from $90M in the plan year 2023 filing to $100M in the plan year 2024 filing.
Oklahoma Medical Research Foundation for Full-Time Employees reported participants rose from 480 in the plan year 2023 filing to 513 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Oklahoma

Industry

Other Services

Oklahoma Medical Research Foundation for Full-Time Employees vs the 2024 asset distribution

By assets, Oklahoma Medical Research Foundation for Full-Time Employees outranks 90% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$90M
Net Assets (End of Year)	$100M
Net Income	$10M
Employer EIN	730580274
Plan Effective Date	1955-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Oklahoma Medical Research Foundation)

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 Money Purchase Plans in Oklahoma

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

Oklahoma Medical Research Foundation for Full-Time Employees vs. nearby Money Purchase plans in Oklahoma, assets vs. participants

Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan $189M · 2,210
Grand Lake Mental Health Center Money Purchase Plan $29M · 2,080
The Crosby Group Hourly Employees Pension Plus Plan $17M · 469
Tinker Federal Credit Union Target Benefit Plan $16M · 796
Diagnostic Radiology Consultants PC Money Purchase Pension Plan $8M · 2

Compare Oklahoma Medical Research Foundation for… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Oklahoma Medical Research Foundation for Full-Time Employees by total assets, not by location.

Bozeman Health Retirement Plan (MT) $99M · 1,879
Lifelink Foundation, Inc. Retirement Plan (FL) $99M · 471
Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research (MA) $99M · 317
Ncaa Retirement Plan (IN) $102M · 578

Frequently Asked Questions

How did Oklahoma Medical Research Foundation for Full-Time Employees assets move in 2024? ▼

Oklahoma Medical Research Foundation for Full-Time Employees grew at a solid clip - up 10.7% during 2024, from $90M to $100M. Reported net income was $10M.

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 for Full-Time Employees rank by assets among Form 5500 filers? ▼

Oklahoma Medical Research Foundation for Full-Time Employees ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which Money Purchase plans are similar in size to Oklahoma Medical Research Foundation for Full-Time Employees? ▼

Among Money Purchase plans in other states, the closest by assets is Bozeman Health Retirement Plan in MT ($99M, 1,879 participants).

Next read for Oklahoma Medical Research Foundation for…

Scale reading

Ways to act on Oklahoma Medical Research Foundation for Full-Time Employees's numbers.

By total assets, Oklahoma Medical Research Foundation for Full-Time Employees ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase 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.