Ochsner Clinic Foundation 401(k) and pension plans

Ochsner Clinic Foundation, New Orleans, LA. EIN 72-0502505. Annual reports 2009–2024.

Ochsner Clinic Foundation has 3 active retirement plans on file. The largest is the Ochsner Clinic Foundation 401(k) Plan, with 43,649 participants and $2.7 billion in assets in 2024. Vanguard has been its recordkeeper since 2014.

Active plans: 3
Participants: 83,971
Plan assets: $3.3 billion
401(k) recordkeeper: Vanguard
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Ochsner Clinic Foundation 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 72-0502505
Participants (2024): 43,649
Net assets (2024): $2.7 billion
Recordkeeper: VanguardEarlier: Merrill (2009–2013)
Plan administrator: Retirement Benefit Committee
1514 Jefferson Hwy., BH 543
New Orleans, LA 70121
(504) 842-1895As filed for 2024
In effect since: June 1, 1985

Plans merged into this one: Lafayette General Health (2021); Rush Health Systems Retirement Savings Plan (2022).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	43,649	$2.7 billion	Vanguard
2023	41,661	$2.3 billion	Vanguard
2022	40,096	$1.9 billion	Vanguard
2021	29,770	$2.1 billion	Vanguard
2020	28,425	$1.5 billion	Vanguard
2019	26,319	$1.3 billion	Vanguard
2018	23,906	$981 million	Vanguard
2017	21,415	$973 million	Vanguard
2016	19,929	$766 million	Vanguard
2015	19,976	$653 million	Vanguard
2014	17,818	$604 million	Vanguard
2013	16,188	$533 million	Merrill
2012	15,074	$416 million	Merrill
2011	14,685	$329 million	Merrill
2010	13,326	$302 million	Merrill
2009	12,725	$239 million	Merrill

Ochsner Clinic Foundation 403(b) Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 72-0502505
Participants (2024): 35,912
Net assets (2024): $194 million
Recordkeeper: VanguardEarlier: Ascensus (2009–2013)
Plan administrator: Ochsner Clinic Foundation
1514 Jefferson Hwy., BH 543
New Orleans, LA 70121
(504) 842-1895As filed for 2024
In effect since: August 1, 2004

Plans merged into this one: Rush Health Systems 403(b) Plan (2022).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	35,912	$194 million	Vanguard
2023	33,867	$171 million	Vanguard
2022	33,202	$146 million	Vanguard
2021	24,292	$102 million	Vanguard
2020	23,154	$82.2 million	Vanguard
2019	21,659	$65.5 million	Vanguard
2018	22,904	$48.6 million	Vanguard
2017	18,168	$46.8 million	Vanguard
2016	17,183	$37.7 million	Vanguard
2015	16,343	$31.6 million	Vanguard
2014	15,261	$29.3 million	Vanguard
2013	15,003	$26.1 million	Ascensus
2012	13,667	$20.1 million	Ascensus
2011	13,442	$16.1 million	Ascensus
2010	12,790	$14.2 million	Ascensus
2009	11,602	$10.2 million	Ascensus

Ochsner Clinic Foundation Retirement Plan

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 72-0502505
Participants (2024): 4,410
Net assets (2024): $444 million
Last listed administrator: Garrity Print Solutions2013–2014
Plan administrator: Retirement Benefits Committee
1514 Jefferson Highway, BH 543
New Orleans, LA 70121
(504) 842-3400As filed for 2024
In effect since: January 1, 1957

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,410	$444 million	not listed
2023	4,508	$446 million	not listed
2022	4,588	$431 million	not listed
2021	4,678	$524 million	not listed
2020	4,770	$473 million	not listed
2019	5,317	$460 million	not listed
2018	5,448	$413 million	not listed
2017	5,526	$453 million	not listed
2016	5,674	$409 million	not listed
2015	6,265	$410 million	not listed
2014	6,347	$422 million	Garrity Print Solutions
2013	6,494	$396 million	Garrity Print Solutions
2012	6,615	$366 million	not listed
2011	6,967	$333 million	not listed
2010	7,498	$329 million	not listed
2009	7,762	$303 million	not listed

If you had money in one of these plans

Call Vanguard (investor.vanguard.com), which runs the Ochsner Clinic Foundation 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((504) 842-1895). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 3 plans

Ochsner Clinic Foundation 401(k) Plan

Ochsner Clinic Foundation 403(b) Plan

Ochsner Clinic Foundation Retirement Plan

If you had money in one of these plans

What these numbers are

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