401(k) · DOL Form 5500 · 2022

Oxbow Carbon LLC 401(k) Plan

Data updated 2026-08-11

$126M
Total assets
271
Participants
94th
Percentile by assets
$465,214
Avg per participant
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Official DOL plan name: Oxbow Affiliated Companies Retirement Plan · Sponsored by Oxbow Carbon LLC · Florida · Professional & Technical Services

$126M in assets, 271 participants

Oxbow Carbon LLC's Oxbow Affiliated Companies Retirement Plan reported $126M in total assets and 271 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 139,126 plans)
  • #20,490 in Professional & Technical Services (21,562 peers)

Coverage in Florida

Oxbow Affiliated Companies Retirement Plan covers 271 participants in Florida, about 43% of the average Florida filer (state average ~628 per filing). Assets: $126M.

$126M
total plan assets (2022 EOY)
271
covered participants
94th
percentile by assets (of 139,126 plans)
$465,214
avg assets per participant

The plan reported a net loss of $40M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Oxbow Affiliated Companies Retirement Plan sits by total assets

Oxbow Affiliated Companies Retirement Plan vs every filed plan by assets

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

$126,072,979 Top 6% higher than 94% 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
Florida
Industry
Professional & Technical Services

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Oxbow Affiliated Companies Retirement Plan reports 271 participants - about 43% of that state average ($126M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)$167M
Net Assets (End of Year)$126M
Net Income-$40M
Employer EIN042800610
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oxbow Carbon LLC)

$120M$140M$160M$180M$200M 202220232024 $126M $177M ▲ +40.6%
Total plan assets by year, all Oxbow Carbon LLC plans on file
Year Plans Participants Total Assets
2022 1 271 $126M
2023 1 279 $152M
2024 1 291 $177M

Nearby 401(k) Plans in Florida

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

Oxbow Affiliated Companies Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Oxbow Affiliated Com…, Total assets ($B): 0.126072979 · Participants: 271Oxbow Affiliated Com…L3harris Retirement …, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement …Savings Plan for Emp…, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Emp…Adp Totalsource Reti…, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Reti…Publix Super Markets…, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets…Nextera Energy, Inc.…, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc.…
Oxbow Affiliated Companies Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Oxbow Affiliated Companies Retirement Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Oxbow Affiliated Companies Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Oxbow Affiliated Companies Retirement Plan assets move in 2022? ▼
Oxbow Affiliated Companies Retirement Plan declined sharply - down 24.3% during 2022, from $167M to $126M. Reported net income was -$40M.
How have Oxbow Carbon LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oxbow Carbon LLC's sponsor-wide assets grew 40.6%, from $126M to $177M.
Where does Oxbow Affiliated Companies Retirement Plan rank by assets among Form 5500 filers? ▼
Oxbow Affiliated Companies Retirement Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Oxbow Affiliated Companies Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Goodfellow Bros., LLC Profit Sharing and 401(k) Plan in WA ($126M, 382 participants).

Next read for Oxbow Affiliated Companies Retirement Pl…

Filing takeaways

Ways to act on Oxbow Affiliated Companies Retirement Plan's numbers.

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 042800610.

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.