Other · DOL Form 5500 · 2022
Oxfam America, Inc. Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 243
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $69,330
- Avg per participant Below avg balance/head
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.
- #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.
- #15,803
- in Healthcare & Social Assistance (20,060 peers)
- -17.1%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
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.
Oxfam America 403(b) Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Oxfam America 403(b) 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. Oxfam America 403(b) Plan sits mid-pack in the medium band (243 participants).
EBSA filing schedule strip
Filing strip 237069110 · Oxfam America, Inc. PY 2022 · Other
Oxfam America 403(b) Plan · $17M · 243 · 75th
- TYPE $17M
- NET 243
- BOOK 75th
- VS-ST Other
- BOY near The Bronx Defenders 403(b) Plan
- SCH ind #15803
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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →
Oxfam America 403(b) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$3M |
| Employer EIN | 237069110 |
| Plan Effective Date | 1982-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oxfam America, Inc.)
Sponsor-wide plan assets over time
All Oxfam America, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 32.00250785081508% vs 2022
- 2024 filing year
| 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.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Oxfam America 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The Bronx Defenders 403(b) Plan in NY ($17M); by covered participants it is The Ctc Academy, Inc. 403(b) Plan in NJ (243 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (243 participants); asset peers above are excluded.
- The Ctc Academy, Inc. 403(b) Plan (NJ) 243 · 0 off
- Greenwich Academy Inc Defined Contribution Retirement Plan (CT) 243 · 0 off
- Miami City Ballet 403(b) Plan (FL) 243 · 0 off
- Village on the Isle Retirement Plan (FL) 243 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.