401(k) · DOL Form 5500 · 2022

Oxbow Carbon LLC 401(k) Plan

Data updated 2026-08-25

$126M
Total assets Near avg plan size
271
Participants Below avg headcount
94th
Percentile by assets National rank
$465,214
Avg per participant High balance/head
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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.

  • #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.

#20,490
in Professional & Technical Services (21,562 peers)
-24.3%
assets change YoY
1.3×
vs typical plan assets (national mean)

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.

Oxbow Affiliated Companies Retirement Plan's outsized position 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 $2,050,000,000 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

Oxbow Affiliated Companies Retirement 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. Oxbow Affiliated Companies Retirement Plan sits mid-pack in the medium band (271 participants).

Published 5500 schedule card

Filing strip 042800610 · Oxbow Carbon LLC PY 2022 · 401(k)

Oxbow Affiliated Companies Retirement Plan · $126M · 271 · 94th

  • RANK $126M
  • PHOTO 271
  • IND 94th
  • EOY 401(k)
  • 5500 near Goodfellow Bros., LLC Profit Sharing and 401(k) Plan
  • ASSETS ind #20490

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 Professional & Technical Services retirement plans → · Plans in Florida →

Oxbow Affiliated Companies Retirement Plan in the asset neighbourhood

Sesame Workshop 401(k) Retirement PlanSesame Workshop 401(k) Retir…$126MOxbow Affiliated Companies Retirement PlanOxbow Affiliated Companies R…$126MGoodfellow Bros., LLC Profit Sharing and 401(k) PlanGoodfellow Bros., LLC Profit…$126MFarmers & Merchants Bank of Long Beach Profit Sharing and 401(k) PlanFarmers & Merchants Bank of …$126MPresbyterian Health Plan 401(k) PlanPresbyterian Health Plan 401…$126M
End-of-year total assets ($M) among Oxbow Affiliated Companies Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Oxbow Carbon LLC plans reported in each filing year

Latest sponsor-wide plan assets
$177M 40.57170966032301% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $126M $177M ▲ +40.6%
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 ($B) Participants Oxbow Affiliated Companies Retirement Plan, Total assets ($B): 0.126072979 · Participants: 271Oxbow Affiliated Companies Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Oxbow Affiliated Companies Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Oxbow Affiliated Companies Retirement Plan side-by-side with 3 peers →

Oxbow Affiliated Companies Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Goodfellow Bros., LLC Profit Sharing and 401(k) Plan in WA ($126M); by covered participants it is Hutton Corporation 401(k) Plan in KS (271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (271 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 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).
Which 401(k) plans cover a similar participant headcount to Oxbow Affiliated Companies Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hutton Corporation 401(k) Plan in KS (271 participants, $17M 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 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.