Department of Labor filing

OCHSNER CLINIC FOUNDATION

OCHSNER CLINIC FOUNDATION 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

59filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$2,030

Reported employer contributions per active participant.

Higher than about 69% of comparable plans

#People in the filing

34,054

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$69 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 35% of comparable plans

↗Investment performance

Not available

Plan assets changed 16.7%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202459out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions69th percentileTypical peer $803 · based on 227 comparable plans

Lower reported administrative expense35th percentileTypical peer $54 · based on 242 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, OCHSNER CLINIC FOUNDATION reported $69,127,929 in employer contributions across the plan and 34,054 active participants. That works out to $2,030 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy78%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 15.7%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 9.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context59/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $69,127,929
Participant contributions: $182,969,236
Other contributions: $19,460,696
Employer share of reported contributions: 27.4%
Beginning assets: $2,304,723,514
Ending assets: $2,689,137,500
Ending net assets: $2,689,137,500
Ending liabilities: $0
Total income: $579,622,346
Total expenses: $195,208,360
Administrative expenses: $2,858,992
Participant loans: $27,214,189

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,755

2023

$1,817

2024

$2,030

Plan-paid administrative expenses per participant

2022

$63

2023

$58

2024

$69

Active participants

2022

31,221

2023

32,229

2024

34,054

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,030	34,054	2.7B	20251015111755NAL0002311331001
2023	$1,817	32,229	2.3B	20241015155247NAL0057069490001
2022	$1,755	31,221	1.9B	20231016171736NAL0077365666001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 720502505-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jun 1, 1985
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2R2S2T3B3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
CHARLES SCHWAB & CO., INC.	2024	Not reported	unknown
CHARLES SCHWAB INVESTMENT MGMT	2024	Not reported	unknown
THE VANGUARD GROUP, INC.	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251015111755NAL0002311331001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗