Plan5500

Ochsner Clinic Foundation 401(K) Plan — Form 5500 plan (Ochsner Clinic Foundation)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ochsner Clinic Foundation 401(K) Plan is a benefit plan reported by Ochsner Clinic Foundation under EIN 72-0502505 and plan number 002. The latest loaded filing year is 2023. The filing reports 40,096 participants and $2,304,723,514 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ochsner Clinic Foundation
EIN
72-0502505
Plan number
002
Plan type
2
Location
New Orleans, LA
Latest filing year
2023
Participants
40,096
End-of-year plan assets
$2,304,723,514

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202340,096H, C20241015155247NAL0057069490001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,304,723,514
Total liabilities (EOY)
$0
Net assets (EOY)
$2,304,723,514
Net assets (BOY)
$1,885,488,107

Income & contributions

Employer contributions
$58,573,351
Participant contributions
$170,098,493
Total contributions
$241,640,943
Total income / additions
$575,811,082

Expenses & distributions

Benefits paid
$154,842,183
Administrative expenses
$2,311,353
Total expenses
$157,167,948
Net increase / (decrease)
$418,643,134

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$1,281,368$02023
Vanguard Advisers Inc.NONE$1,164,285not reported in the loaded dataset2023

Related Form 5500 pages