Department of Labor filing

UNIVERSITY OF OKLAHOMA FOUNDATION

UNIVERSITY OF OKLAHOMA FOUNDATION SAVINGS PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 14, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

93filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$12,034

Reported employer contributions per active participant.

Higher than about 98% of comparable plans

#People in the filing

194

Active participants reported for 2024.

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

¢Visible plan-paid fees

$24 / participant

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

Lower cost than about 81% of comparable plans

↗Investment performance

Not available

Plan assets changed 26.3%, 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 · 202493out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions98th percentileTypical peer $1,873 · based on 503 comparable plans

Lower reported administrative expense81st percentileTypical peer $108 · based on 522 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, UNIVERSITY OF OKLAHOMA FOUNDATION reported $2,334,637 in employer contributions across the plan and 194 active participants. That works out to $12,034 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 proxy68%

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 9.8%

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

Expense trendUp 279.3%

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

Peer context93/100

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: $2,334,637
Participant contributions: $1,038,921
Other contributions: $52,585
Employer share of reported contributions: 69.2%
Beginning assets: $20,317,513
Ending assets: $25,669,138
Ending net assets: $25,669,138
Ending liabilities: $0
Total income: $6,087,377
Total expenses: $735,752
Administrative expenses: $5,108
Participant loans: $248,406

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

$10,964

2023

$12,996

2024

$12,034

Plan-paid administrative expenses per participant

2022

2023

$239

2024

$24

Active participants

2022

176

2023

181

2024

194

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$12,034	194	25.7M	20251014113207NAL0001287251001
2023	$12,996	181	20.3M	20241011085713NAL0010746243001
2022	$10,964	176	15M	20231014100318NAL0035456529001

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: 736091755-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2010
Industry: Educational services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2R2T3D

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
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251014113207NAL0001287251001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗