401(k) · DOL Form 5500 · 2022

Oxford I Asset Management USA Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
68
Participants Small participant base
60th
Percentile by assets National rank
$114,840
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Omers 401(k) Plan · Sponsored by Oxford I Asset Management USA Inc. · New York · Finance & Insurance

$8M in assets, 68 participants

Oxford I Asset Management USA Inc.'s Omers 401(k) Plan reported $8M in total assets and 68 participants in its 2022 DOL Form 5500 filing, ranking in the 60th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,993 in Finance & Insurance (9,261 peers)

Oxford I Asset Management USA Inc. multi-year trail

Oxford I Asset Management USA Inc.'s plans moved +31.7% in assets from 2022 to 2024; this filing shows Omers 401(k) Plan at $8M / 68 participants.

#3,993
in Finance & Insurance (9,261 peers)
-10.6%
assets change YoY

The plan reported a net loss of $928K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Omers 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Omers 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$7,809,151 Top 40% higher than 60% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Omers 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Omers 401(k) Plan is a small filing (68 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 262967741 · Oxford I Asset Management USA Inc. PY 2022 · 401(k)

Omers 401(k) Plan · $8M · 68 · 60th

  • EBSA $8M
  • EBSA 68
  • EBSA 60th
  • EBSA 401(k)
  • EBSA near Foundation for Early Childhood Education Inc. Employee 401(k) Plan
  • EBSA ind #3993

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New York →

Omers 401(k) Plan in the asset neighbourhood

Omers 401(k) Plan$8MFoundation for Early Childhood Education Inc. Employee 401(k) PlanFoundation for Early Childho…$8MNextgen 401(k) Plan$8MV I Engineering, Inc. 401(k) Profit Sharing PlanV I Engineering, Inc. 401(k)…$8MAaag Holdings, Inc. 401(k) PlanAaag Holdings, Inc. 401(k) P…$8M
End-of-year total assets ($M) among Omers 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oxford I Asset Management USA Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Oxford I Asset Management USA Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 31.674774889101258% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.81M $10.3M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 68 $8M
2023 1 73 $9M
2024 1 78 $10M

Oxford I Asset Management USA Inc. filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$928K
Employer EIN262967741
Plan Effective Date2015-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Omers 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Omers 401(k) Plan, Total assets ($B): 0.007809151 · Participants: 68Omers 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Omers 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Omers 401(k) Plan side-by-side with 3 peers →

Omers 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Foundation for Early Childhood Education Inc. Employee 401(k) Plan in CA ($8M); by covered participants it is O.S.R. 401(k) Profit Sharing Plan in NJ (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Omers 401(k) Plan assets move in 2022? ▼
Omers 401(k) Plan pulled back noticeably - down 10.6% during 2022, from $9M to $8M. Reported net income was -$928K.
How have Oxford I Asset Management USA Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oxford I Asset Management USA Inc.'s sponsor-wide assets grew 31.7%, from $8M to $10M.
Which 401(k) plans are similar in size to Omers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Foundation for Early Childhood Education Inc. Employee 401(k) Plan in CA ($8M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Omers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is O.S.R. 401(k) Profit Sharing Plan in NJ (68 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 262967741.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.