Other · DOL Form 5500 · 2022

Kingswood Oxford School, Inc. Retirement Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
205
Participants Below avg headcount
81st
Percentile by assets National rank
$128,713
Avg per participant Near avg balance/head
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Official DOL plan name: Kingswood Oxford School, Inc. Tax Deferred Annuity Plan · Sponsored by Kingswood Oxford School, Inc. · Connecticut · Educational Services

$26M in assets, 205 participants

Kingswood Oxford School, Inc.'s Kingswood Oxford School, Inc. Tax Deferred Annuity Plan reported $26M in total assets and 205 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,670 in Educational Services (4,024 peers)

Coverage in Connecticut

Kingswood Oxford School, Inc. Tax Deferred Annuity Plan covers 205 participants in Connecticut, about 29% of the average Connecticut filer (state average ~718 per filing). Assets: $26M.

#2,670
in Educational Services (4,024 peers)
-16.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kingswood Oxford School, Inc. Tax Deferred Annuity Plan's outsized position by total assets

Kingswood Oxford School, Inc. Tax Deferred Annuity Plan vs every filed plan by assets

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

$26,386,206 Top 19% higher than 81% 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

Kingswood Oxford School, Inc. Tax Deferred Annuity Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kingswood Oxford School, Inc. Tax Deferred Annuity Plan sits mid-pack in the medium band (205 participants).

EBSA filing schedule strip

Filing strip 060646688 · Kingswood Oxford School, Inc. PY 2022 · Other

Kingswood Oxford School, Inc. Tax Deferred Annuity Plan · $26M · 205 · 81st

  • PCT $26M
  • EIN 205
  • RANK 81st
  • PHOTO Other
  • IND near East Boston Neighborhood Health Center 403b Plan
  • EOY ind #2670

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 Educational Services retirement plans → · Plans in Connecticut →

Kingswood Oxford School, Inc. Tax Deferred Annuity Plan in the asset neighbourhood

Greenville University Retirement PlanGreenville University Retire…$26MKingswood Oxford School, Inc. Tax Deferred Annuity PlanKingswood Oxford School, Inc…$26MEast Boston Neighborhood Health Center 403b PlanEast Boston Neighborhood Hea…$26MPrimary Health Network Retirement Savings PlanPrimary Health Network Retir…$26MThomas Aquinas College DC Retirement and Tda PlanThomas Aquinas College DC Re…$26M
End-of-year total assets ($M) among Kingswood Oxford School, Inc. Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$26M
Net Income-$5M
Employer EIN060646688
Plan Effective Date1990-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kingswood Oxford School, Inc.)

Sponsor-wide plan assets over time

All Kingswood Oxford School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 33.54935908557676% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.4M $35.2M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 205 $26M
2023 1 209 $31M
2024 1 203 $35M

Nearby Other Plans in Connecticut

Peer Other plans, same state, same plan type, ranked by total assets.

Kingswood Oxford School, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Kingswood Oxford School, Inc. Tax Deferred Annuity Plan, Total assets ($B): 0.026386206 · Participants: 205Kingswood Oxford School, Inc. Tax Deferred Annuity PlanYale University Retirement Account Plan, Total assets ($B): 6.417767985 · Participants: 11281Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.661530293 · Participants: 22661Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.785386382 · Participants: 16785Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.653531352 · Participants: 2301Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.609896794 · Participants: 5141Hartford Healthcare 403(b)Plan
Kingswood Oxford School, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Kingswood Oxford School, Inc. Tax Deferred Annuity Plan side-by-side with 3 peers →

Kingswood Oxford School, Inc. Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is East Boston Neighborhood Health Center 403b Plan in MA ($26M); by covered participants it is The Buckley School Defined Contribution Plan in CA (205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (205 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 Kingswood Oxford School, Inc. Tax Deferred Annuity Plan assets move in 2022? ▼
Kingswood Oxford School, Inc. Tax Deferred Annuity Plan declined sharply - down 16.5% during 2022, from $32M to $26M. Reported net income was -$5M.
How have Kingswood Oxford School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kingswood Oxford School, Inc.'s sponsor-wide assets grew 33.5%, from $26M to $35M.
Where does Kingswood Oxford School, Inc. Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Kingswood Oxford School, Inc. Tax Deferred Annuity Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Kingswood Oxford School, Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is East Boston Neighborhood Health Center 403b Plan in MA ($26M, 170 participants).
Which Other plans cover a similar participant headcount to Kingswood Oxford School, Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is The Buckley School Defined Contribution Plan in CA (205 participants, $61M 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 060646688.

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.