Other · DOL Form 5500 · 2022

Oxfam America, Inc. Retirement Plan

Data updated 2026-08-11

$17M
Total assets
243
Participants
75th
Percentile by assets
$69,330
Avg per participant
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Official DOL plan name: Oxfam America 403(b) Plan · Sponsored by Oxfam America, Inc. · Massachusetts · Healthcare & Social Assistance

$17M in assets, 243 participants

Oxfam America, Inc.'s Oxfam America 403(b) Plan reported $17M in total assets and 243 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • 75th percentile by assets (of 139,126 plans)
  • #15,803 in Healthcare & Social Assistance (20,060 peers)

Coverage in Massachusetts

Oxfam America 403(b) Plan covers 243 participants in Massachusetts, about 37% of the average Massachusetts filer (state average ~659 per filing). Assets: $17M.

$17M
total plan assets (2022 EOY)
243
covered participants
75th
percentile by assets (of 139,126 plans)
$69,330
avg assets per participant

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Oxfam America 403(b) Plan sits by total assets

Oxfam America 403(b) Plan vs every filed plan by assets

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

$16,847,088 Top 25% higher than 75% 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

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Oxfam America 403(b) Plan reports 243 participants - about 37% of that state average ($17M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN237069110
Plan Effective Date1982-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oxfam America, Inc.)

$30M$35M$40M$45M 202220232024 $32.1M $42.4M ▲ +32.0%
Total plan assets by year, all Oxfam America, Inc. plans on file
Year Plans Participants Total Assets
2022 2 485 $32M
2023 2 472 $37M
2024 2 460 $42M

Nearby Other Plans in Massachusetts

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

Oxfam America 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Oxfam America 403(b)…, Total assets ($B): 0.016847088 · Participants: 243Oxfam America 403(b)…The Mitre Corporatio…, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporatio…Harvard University T…, Total assets ($B): 3.162431633 · Participants: 21269Harvard University T…Boston University Re…, Total assets ($B): 2.46303455 · Participants: 8045Boston University Re…Northeastern Univers…, Total assets ($B): 1.895761726 · Participants: 9310Northeastern Univers…Boston University Su…, Total assets ($B): 1.339557889 · Participants: 12377Boston University Su…
Oxfam America 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Oxfam America 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Oxfam America 403(b) Plan assets move in 2022?
Oxfam America 403(b) Plan declined sharply - down 17.1% during 2022, from $20M to $17M. Reported net income was -$3M.
How have Oxfam America, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Oxfam America, Inc.'s sponsor-wide assets grew 32.0%, from $32M to $42M.
Where does Oxfam America 403(b) Plan rank by assets among Form 5500 filers?
Oxfam America 403(b) Plan ranks in the 75th 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 Oxfam America 403(b) Plan?
Among Other plans in other states, the closest by assets is The Bronx Defenders 403(b) Plan in NY ($17M, 379 participants).

Filing takeaways

Ways to act on Oxfam America 403(b) Plan's numbers.