Money Purchase · DOL Form 5500 · 2024
Oklahoma Medical Research Foundation Money Purchase Plan
Data updated 2026-08-25
- $100M
- Total assets Near avg plan size
- 513
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $194,695
- Avg per participant Above avg balance/head
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.
- #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.
- #7,446
- in Other Services (7,719 peers)
- +10.7%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Oklahoma Medical Research Foundation for Full-Time Employees's outsized position by total assets
Oklahoma Medical Research Foundation for Full-Time Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$99,878,760 Top 10% higher than 90% 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 for Full-Time Employees 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 for Full-Time Employees sits mid-pack in the medium band (513 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Published 5500 schedule card
Filing strip 730580274 · Oklahoma Medical Research Foundation PY 2024 · Money Purchase
Oklahoma Medical Research Foundation for Full-Time Employees · $100M · 513 · 90th
- IND $100M
- EOY 513
- 5500 90th
- ASSETS Money Purchase
- PCT near Bozeman Health Retirement Plan
- EIN ind #7446
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 for Full-Time Employees in the asset neighbourhood
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)
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 Money Purchase Plans in Oklahoma
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- 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
Oklahoma Medical Research Foundation for Full-Time Employees's out-of-state Money Purchase peers by assets and headcount
Outside Oklahoma, the nearest Money Purchase by assets is Bozeman Health Retirement Plan in MT ($99M); by covered participants it is Ascension Healthcare Legacy Money Purchase Pension Plan in MO (514 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($100M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (513 participants); asset peers above are excluded.
- Ascension Healthcare Legacy Money Purchase Pension Plan (MO) 514 · 1 off
- Heat & Frost Insulators Local 127 Supplemental/401(k) Retirement Plan (WI) 512 · 1 off
- Carnegie Institution of Washington Retirement Plan (DC) 514 · 1 off
- Waianae Coast Comprehensive Health Center Pension Trust Plan (HI) 515 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.