OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN
Plan Contact
- Address: 100 ORAU WAY,OAK RIDGE,TN
- Phone: (865) 574-4300
Plan General Information
OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN is $335,876,857.00.This plan was established in 1948.
OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN is 2108
OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN is $159,334.00
OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN is $3,306.00.
OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN is approximately $2,649.00
Investing in this additonal $2,649.00 for 20 years would give you extra $169,581.00, assuming a 10% annual return.
Investing in this additonal $2,649.00 for 20 years would give you extra $169,581.00, assuming a 10% annual return.
OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN allocates $5,585,600.00 to match its employees' contributions, providing an employer match rate of 85.26% of their contributions
OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN is 12.19%.
OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN is 12.33%. This measures the effectiveness of the plan participants' investments in the year.
OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN is 0.02%.
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