Oak Ridge Associated Universities
Plan context: Orau Regular Retirement Plan
EIN 62-0476816 • 79 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
1,069
2024 Assets
$359,239,994
2024 Contributions
$15,074,183
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 1,069 | $359,239,994 | $15,074,183 | $14,101iApproximate average salary by contribution assumption: employee only about $352,530 at 4% or $235,020 at 6%; with 50% employer match about $235,020 at 4% or $156,680 at 6%; with 100% employer match about $176,265 at 4% or $117,510 at 6%. |
| Orau Regular Retirement Plan | - | 1,069 | $359,239,994 | $15,074,183 | $14,101iApproximate average salary by contribution assumption: employee only about $352,530 at 4% or $235,020 at 6%; with 50% employer match about $235,020 at 4% or $156,680 at 6%; with 100% employer match about $176,265 at 4% or $117,510 at 6%. |
| Welfare Benefit Plan for Oak Ridge Associated Universities | - | 740 | - | - | - |
| 2023 | 2 | 1,114 | $335,876,857 | $13,654,548 | $12,257iApproximate average salary by contribution assumption: employee only about $306,431 at 4% or $204,287 at 6%; with 50% employer match about $204,287 at 4% or $136,191 at 6%; with 100% employer match about $153,215 at 4% or $102,144 at 6%. |
| Orau Regular Retirement Plan | - | 1,114 | $335,876,857 | $13,654,548 | $12,257iApproximate average salary by contribution assumption: employee only about $306,431 at 4% or $204,287 at 6%; with 50% employer match about $204,287 at 4% or $136,191 at 6%; with 100% employer match about $153,215 at 4% or $102,144 at 6%. |
| Welfare Benefit Plan for Oak Ridge Associated Universities | - | 745 | - | - | - |
| 2022 | 2 | 799 | $299,386,401 | $11,856,487 | $14,839iApproximate average salary by contribution assumption: employee only about $370,979 at 4% or $247,319 at 6%; with 50% employer match about $247,319 at 4% or $164,880 at 6%; with 100% employer match about $185,489 at 4% or $123,660 at 6%. |
| Orau Regular Retirement Plan | - | 799 | $299,386,401 | $11,856,487 | $14,839iApproximate average salary by contribution assumption: employee only about $370,979 at 4% or $247,319 at 6%; with 50% employer match about $247,319 at 4% or $164,880 at 6%; with 100% employer match about $185,489 at 4% or $123,660 at 6%. |
| Welfare Benefit Plan for Oak Ridge Associated Universities | - | 658 | - | - | - |
| 2021 | 2 | 764 | $346,834,264 | $11,866,823 | $15,532iApproximate average salary by contribution assumption: employee only about $388,312 at 4% or $258,875 at 6%; with 50% employer match about $258,875 at 4% or $172,583 at 6%; with 100% employer match about $194,156 at 4% or $129,437 at 6%. |
| Orau Regular Retirement Plan | - | 764 | $346,834,264 | $11,866,823 | $15,532iApproximate average salary by contribution assumption: employee only about $388,312 at 4% or $258,875 at 6%; with 50% employer match about $258,875 at 4% or $172,583 at 6%; with 100% employer match about $194,156 at 4% or $129,437 at 6%. |
| Welfare Benefit Plan for Oak Ridge Associated Universities | - | 617 | - | - | - |
| 2020 | 2 | 785 | $317,286,025 | $14,010,239 | $17,847iApproximate average salary by contribution assumption: employee only about $446,186 at 4% or $297,457 at 6%; with 50% employer match about $297,457 at 4% or $198,305 at 6%; with 100% employer match about $223,093 at 4% or $148,729 at 6%. |
| Orau Regular Retirement Plan | - | 785 | $317,286,025 | $14,010,239 | $17,847iApproximate average salary by contribution assumption: employee only about $446,186 at 4% or $297,457 at 6%; with 50% employer match about $297,457 at 4% or $198,305 at 6%; with 100% employer match about $223,093 at 4% or $148,729 at 6%. |
| Welfare Benefit Plan for Oak Ridge Associated Universities | - | 680 | - | - | - |
| 2019 | 2 | 845 | $288,979,110 | $12,308,375 | $14,566iApproximate average salary by contribution assumption: employee only about $364,153 at 4% or $242,769 at 6%; with 50% employer match about $242,769 at 4% or $161,846 at 6%; with 100% employer match about $182,077 at 4% or $121,384 at 6%. |
| Orau Regular Retirement Plan | - | 845 | $288,979,110 | $12,308,375 | $14,566iApproximate average salary by contribution assumption: employee only about $364,153 at 4% or $242,769 at 6%; with 50% employer match about $242,769 at 4% or $161,846 at 6%; with 100% employer match about $182,077 at 4% or $121,384 at 6%. |
| Welfare Benefit Plan for Oak Ridge Associated Universities | - | 830 | - | - | - |
| 2018 | 3 | 1,011 | $158,313,737 | $5,241,140 | $5,184iApproximate average salary by contribution assumption: employee only about $129,603 at 4% or $86,402 at 6%; with 50% employer match about $86,402 at 4% or $57,601 at 6%; with 100% employer match about $64,801 at 4% or $43,201 at 6%. |
| Orau Regular Retirement Plan | - | 759 | $158,313,737 | $5,241,140 | $6,905iApproximate average salary by contribution assumption: employee only about $172,633 at 4% or $115,089 at 6%; with 50% employer match about $115,089 at 4% or $76,726 at 6%; with 100% employer match about $86,317 at 4% or $57,544 at 6%. |
| Welfare Benefit Plan for Oak Ridge Associated Universities | - | 1,011 | - | - | - |
| Orau Supplemental Retirement Plan | - | 0 | - | - | - |
| 2017 | 3 | 1,024 | $271,730,734 | $11,171,078 | $10,909iApproximate average salary by contribution assumption: employee only about $272,731 at 4% or $181,821 at 6%; with 50% employer match about $181,821 at 4% or $121,214 at 6%; with 100% employer match about $136,366 at 4% or $90,910 at 6%. |
| Orau Regular Retirement Plan | - | 889 | $168,608,751 | $5,417,394 | $6,094iApproximate average salary by contribution assumption: employee only about $152,345 at 4% or $101,563 at 6%; with 50% employer match about $101,563 at 4% or $67,709 at 6%; with 100% employer match about $76,173 at 4% or $50,782 at 6%. |
| Orau Supplemental Retirement Plan | - | 606 | $103,121,983 | $5,753,684 | $9,495iApproximate average salary by contribution assumption: employee only about $237,363 at 4% or $158,242 at 6%; with 50% employer match about $158,242 at 4% or $105,495 at 6%; with 100% employer match about $118,682 at 4% or $79,121 at 6%. |
| Welfare Benefit Plan for Oak Ridge Associated Universities | - | 1,024 | - | - | - |
| 2016 | 3 | 1,003 | $245,015,707 | $11,023,868 | $10,991iApproximate average salary by contribution assumption: employee only about $274,772 at 4% or $183,182 at 6%; with 50% employer match about $183,182 at 4% or $122,121 at 6%; with 100% employer match about $137,386 at 4% or $91,591 at 6%. |
| Orau Regular Retirement Plan | - | 905 | $154,468,945 | $4,852,195 | $5,362iApproximate average salary by contribution assumption: employee only about $134,039 at 4% or $89,359 at 6%; with 50% employer match about $89,359 at 4% or $59,573 at 6%; with 100% employer match about $67,019 at 4% or $44,680 at 6%. |
| Orau Supplemental Retirement Plan | - | 596 | $90,546,762 | $6,171,673 | $10,355iApproximate average salary by contribution assumption: employee only about $258,879 at 4% or $172,586 at 6%; with 50% employer match about $172,586 at 4% or $115,057 at 6%; with 100% employer match about $129,439 at 4% or $86,293 at 6%. |
| Welfare Benefit Plan for Oak Ridge Associated Universities | - | 1,003 | - | - | - |
| 2015 | 3 | 957 | $232,084,738 | $11,835,959 | $12,368iApproximate average salary by contribution assumption: employee only about $309,194 at 4% or $206,130 at 6%; with 50% employer match about $206,130 at 4% or $137,420 at 6%; with 100% employer match about $154,597 at 4% or $103,065 at 6%. |
| Orau Regular Retirement Plan | - | 918 | $149,238,010 | $5,081,264 | $5,535iApproximate average salary by contribution assumption: employee only about $138,379 at 4% or $92,252 at 6%; with 50% employer match about $92,252 at 4% or $61,502 at 6%; with 100% employer match about $69,189 at 4% or $46,126 at 6%. |
| Orau Supplemental Retirement Plan | - | 583 | $82,846,728 | $6,754,695 | $11,586iApproximate average salary by contribution assumption: employee only about $289,652 at 4% or $193,102 at 6%; with 50% employer match about $193,102 at 4% or $128,734 at 6%; with 100% employer match about $144,826 at 4% or $96,551 at 6%. |
| Welfare Benefit Plan for Oak Ridge Associated Universities | - | 957 | - | - | - |
| 2014 | 3 | 1,384 | $228,846,824 | $10,612,808 | $7,668iApproximate average salary by contribution assumption: employee only about $191,705 at 4% or $127,804 at 6%; with 50% employer match about $127,804 at 4% or $85,202 at 6%; with 100% employer match about $95,853 at 4% or $63,902 at 6%. |
| Orau Regular Retirement Plan | - | 951 | $149,189,089 | $5,215,594 | $5,484iApproximate average salary by contribution assumption: employee only about $137,108 at 4% or $91,405 at 6%; with 50% employer match about $91,405 at 4% or $60,937 at 6%; with 100% employer match about $68,554 at 4% or $45,703 at 6%. |
| Orau Supplemental Retirement Plan | - | 583 | $79,657,735 | $5,397,214 | $9,258iApproximate average salary by contribution assumption: employee only about $231,441 at 4% or $154,294 at 6%; with 50% employer match about $154,294 at 4% or $102,863 at 6%; with 100% employer match about $115,721 at 4% or $77,147 at 6%. |
| Welfare Benefit Plan for Oak Ridge Associated Universities | - | 1,384 | - | - | - |
| 2013 | 3 | 1,084 | $226,705,332 | $11,580,995 | $10,684iApproximate average salary by contribution assumption: employee only about $267,089 at 4% or $178,060 at 6%; with 50% employer match about $178,060 at 4% or $118,706 at 6%; with 100% employer match about $133,545 at 4% or $89,030 at 6%. |
| Orau Regular Retirement Plan | - | 1,084 | $148,608,898 | $5,534,717 | $5,106iApproximate average salary by contribution assumption: employee only about $127,646 at 4% or $85,097 at 6%; with 50% employer match about $85,097 at 4% or $56,731 at 6%; with 100% employer match about $63,823 at 4% or $42,549 at 6%. |
| Orau Supplemental Retirement Plan | - | 657 | $78,096,434 | $6,046,278 | $9,203iApproximate average salary by contribution assumption: employee only about $230,071 at 4% or $153,381 at 6%; with 50% employer match about $153,381 at 4% or $102,254 at 6%; with 100% employer match about $115,036 at 4% or $76,690 at 6%. |
| Welfare Benefit Plan for Oak Ridge Associated Universities | - | 1,052 | - | - | - |
| 2012 | 3 | 1,247 | $198,268,140 | $12,599,962 | $10,104iApproximate average salary by contribution assumption: employee only about $252,605 at 4% or $168,404 at 6%; with 50% employer match about $168,404 at 4% or $112,269 at 6%; with 100% employer match about $126,303 at 4% or $84,202 at 6%. |
| Orau Regular Retirement Plan | - | 1,095 | $132,384,155 | $6,218,574 | $5,679iApproximate average salary by contribution assumption: employee only about $141,977 at 4% or $94,651 at 6%; with 50% employer match about $94,651 at 4% or $63,101 at 6%; with 100% employer match about $70,988 at 4% or $47,326 at 6%. |
| Orau Supplemental Retirement Plan | - | 655 | $65,883,985 | $6,381,388 | $9,743iApproximate average salary by contribution assumption: employee only about $243,564 at 4% or $162,376 at 6%; with 50% employer match about $162,376 at 4% or $108,251 at 6%; with 100% employer match about $121,782 at 4% or $81,188 at 6%. |
| Welfare Benefit Plan for Oak Ridge Associated Universities | - | 1,247 | - | - | - |
| 2011 | 4 | 1,850 | $180,871,064 | $11,737,717 | $6,345iApproximate average salary by contribution assumption: employee only about $158,618 at 4% or $105,745 at 6%; with 50% employer match about $105,745 at 4% or $70,497 at 6%; with 100% employer match about $79,309 at 4% or $52,873 at 6%. |
| Orau Regular Retirement Plan | - | 1,090 | $122,470,778 | $5,962,799 | $5,470iApproximate average salary by contribution assumption: employee only about $136,761 at 4% or $91,174 at 6%; with 50% employer match about $91,174 at 4% or $60,783 at 6%; with 100% employer match about $68,381 at 4% or $45,587 at 6%. |
| Orau Supplemental Retirement Plan | - | 628 | $58,400,286 | $5,774,918 | $9,196iApproximate average salary by contribution assumption: employee only about $229,893 at 4% or $153,262 at 6%; with 50% employer match about $153,262 at 4% or $102,175 at 6%; with 100% employer match about $114,947 at 4% or $76,631 at 6%. |
| Welfare Benefit Plan for Oak Ridge Associated Universities | - | 1,267 | - | - | - |
| OAK RIDGE ASSOCIATED UNIVERSITIES FLEXIBLE BENEFITS PLAN | - | 1,850 | - | - | - |
| 2010 | 4 | 1,821 | $178,462,324 | $11,065,453 | $6,077iApproximate average salary by contribution assumption: employee only about $151,915 at 4% or $101,276 at 6%; with 50% employer match about $101,276 at 4% or $67,518 at 6%; with 100% employer match about $75,957 at 4% or $50,638 at 6%. |
| Orau Regular Retirement Plan | - | 1,708 | $121,783,523 | $5,730,596 | $3,355iApproximate average salary by contribution assumption: employee only about $83,879 at 4% or $55,919 at 6%; with 50% employer match about $55,919 at 4% or $37,279 at 6%; with 100% employer match about $41,939 at 4% or $27,960 at 6%. |
| Orau Supplemental Retirement Plan | - | 622 | $56,678,801 | $5,334,857 | $8,577iApproximate average salary by contribution assumption: employee only about $214,424 at 4% or $142,949 at 6%; with 50% employer match about $142,949 at 4% or $95,299 at 6%; with 100% employer match about $107,212 at 4% or $71,475 at 6%. |
| Welfare Benefit Plan for Oak Ridge Associated Universities | - | 1,283 | - | - | - |
| OAK RIDGE ASSOCIATED UNIVERSITIES FLEXIBLE BENEFITS PLAN | - | 1,821 | - | - | - |
| 2009 | 4 | 1,600 | $161,854,033 | $10,171,857 | $6,357iApproximate average salary by contribution assumption: employee only about $158,935 at 4% or $105,957 at 6%; with 50% employer match about $105,957 at 4% or $70,638 at 6%; with 100% employer match about $79,468 at 4% or $52,978 at 6%. |
| Orau Regular Retirement Plan | - | 1,512 | $112,254,614 | $4,830,153 | $3,195iApproximate average salary by contribution assumption: employee only about $79,864 at 4% or $53,242 at 6%; with 50% employer match about $53,242 at 4% or $35,495 at 6%; with 100% employer match about $39,932 at 4% or $26,621 at 6%. |
| Orau Supplemental Retirement Plan | - | 591 | $49,599,419 | $5,341,704 | $9,038iApproximate average salary by contribution assumption: employee only about $225,960 at 4% or $150,640 at 6%; with 50% employer match about $150,640 at 4% or $100,427 at 6%; with 100% employer match about $112,980 at 4% or $75,320 at 6%. |
| Welfare Benefit Plan for Oak Ridge Associated Universities | - | 1,182 | - | - | - |
| OAK RIDGE ASSOCIATED UNIVERSITIES FLEXIBLE BENEFITS PLAN | - | 1,600 | - | - | - |
| 2008 | 4 | 1,354 | $0 | $0 | - |
| OAK RIDGE ASSOCIATED UNIVERSITIES FLEXIBLE BENEFITS PLAN | - | 1,354 | - | - | - |
| Welfare Benefit Plan for Oak Ridge Associated Universities | - | 945 | - | - | - |
| Orau Regular Retirement Plan | - | 0 | - | - | - |
| Orau Supplemental Retirement Plan | - | 0 | - | - | - |
| 2007 | 4 | 1,204 | $0 | $0 | - |
| OAK RIDGE ASSOCIATED UNIVERSITIES FLEXIBLE BENEFITS PLAN | - | 1,204 | - | - | - |
| Orau Supplemental Retirement Plan | - | 0 | - | - | - |
| Orau Regular Retirement Plan | - | 0 | - | - | - |
| Welfare Benefit Plan for Oak Ridge Associated Universities | - | 928 | - | - | - |
| 2006 | 3 | 1,113 | $0 | $0 | - |
| Welfare Benefit Plan for Oak Ridge Associated Universities | - | 1,113 | - | - | - |
| Orau Supplemental Retirement Plan | - | 0 | - | - | - |
| Orau Regular Retirement Plan | - | 0 | - | - | - |
| 2005 | 3 | 1,049 | $0 | $0 | - |
| Orau Supplemental Retirement Plan | - | 0 | - | - | - |
| Welfare Benefit Plan for Oak Ridge Associated Universities | - | 1,049 | - | - | - |
| Orau Regular Retirement Plan | - | 0 | - | - | - |
| 2004 | 5 | 972 | $0 | $0 | - |
| Welfare Benefit Plan for Oak Ridge Associated Universities | - | 972 | - | - | - |
| Orau Supplemental Retirement Plan | - | 0 | - | - | - |
| Orau Regular Retirement Plan | - | 0 | - | - | - |
| OAK RIDGE ASSOCIATED UNIVERSITIES FLEXIBLE BENEFITS PLAN | - | 109 | - | - | - |
| Welfare Benefit Plan for Oak Ridge Associated Universities | - | 109 | - | - | - |
| 2003 | 3 | 890 | $0 | $0 | - |
| Orau Supplemental Retirement Plan | - | 0 | - | - | - |
| Orau Regular Retirement Plan | - | 0 | - | - | - |
| Welfare Benefit Plan for Oak Ridge Associated Universities | - | 890 | - | - | - |
| 2002 | 3 | 875 | $0 | $0 | - |
| Orau Regular Retirement Plan | - | 0 | - | - | - |
| Orau Supplemental Retirement Plan | - | 0 | - | - | - |
| Welfare Benefit Plan for Oak Ridge Associated Universities | - | 875 | - | - | - |
| 2001 | 3 | 755 | $0 | $0 | - |
| Orau Regular Retirement Plan | - | 0 | - | - | - |
| Orau Supplemental Retirement Plan | - | 0 | - | - | - |
| Welfare Benefit Plan for Oak Ridge Associated Universities | - | 755 | - | - | - |
| 2000 | 3 | 818 | $0 | $0 | - |
| Orau Supplemental Retirement Plan | - | 0 | - | - | - |
| Orau Regular Retirement Plan | - | 0 | - | - | - |
| Welfare Benefit Plan for Oak Ridge Associated Universities | - | 818 | - | - | - |
| 1999 | 3 | 817 | $0 | $0 | - |
| Welfare Benefit Plan for Oak Ridge Associated Universities | - | 817 | - | - | - |
| Orau Supplemental Retirement Plan | - | 0 | - | - | - |
| Orau Regular Retirement Plan | - | 0 | - | - | - |