Other · DOL Form 5500 · 2022

Kingswood Oxford School, Inc. Retirement Plan

Data updated 2026-08-11

$26M
Total assets
205
Participants
81st
Percentile by assets
$128,713
Avg per participant
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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.

  • 81st percentile by assets (of 139,126 plans)
  • #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.

$26M
total plan assets (2022 EOY)
205
covered participants
81st
percentile by assets (of 139,126 plans)
$128,713
avg assets per participant

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.

Where Kingswood Oxford School, Inc. Tax Deferred Annuity Plan sits 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 $2,010,000,000 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

State
Connecticut
Industry
Educational Services

Participants vs Connecticut filers

In Connecticut, the average filing covers about 718 participants across 1,906 plans. Kingswood Oxford School, Inc. Tax Deferred Annuity Plan reports 205 participants - about 29% of that state average ($26M EOY assets).

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.)

$25M$30M$35M$40M 202220232024 $26.4M $35.2M ▲ +33.5%
Total plan assets by year, all Kingswood Oxford School, Inc. plans on file
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 ($B) Participants Kingswood Oxford Sch…, Total assets ($B): 0.026386206 · Participants: 205Kingswood Oxford Sch…Yale University Reti…, Total assets ($B): 6.417767985 · Participants: 11281Yale University Reti…Yale-New Haven Hospi…, Total assets ($B): 1.661530293 · Participants: 22661Yale-New Haven Hospi…Yale University Tax-…, Total assets ($B): 0.785386382 · Participants: 16785Yale University Tax-…Nuvance Health 403(b…, Total assets ($B): 0.653531352 · Participants: 2301Nuvance Health 403(b…Hartford Healthcare …, Total assets ($B): 0.609896794 · Participants: 5141Hartford Healthcare …
Kingswood Oxford School, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Kingswood Oxford School, Inc. Tax Deferr… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Kingswood Oxford School, Inc. Tax Deferred Annuity Plan by total assets, not by location.

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).

Next read for Kingswood Oxford School, Inc. Tax Deferr…

Filing takeaways

Ways to act on Kingswood Oxford School, Inc. Tax Deferred Annuity Plan's numbers.

  • By total assets, Kingswood Oxford School, Inc. Tax Deferred Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Connecticut. Compare plans
  • Kingswood Oxford School, Inc.'s sponsor-wide assets have grown 33.5% since 2022 across 3 plan years on file. More Educational Services plans

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.