Money Purchase · DOL Form 5500 · 2022
Oxfam America, Inc. Money Purchase Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 242
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $63,065
- Avg per participant Low balance/head
Official DOL plan name: Oxfam America Retirement Plan · Sponsored by Oxfam America, Inc. · Massachusetts · Healthcare & Social Assistance
$15M in assets, 242 participants
Oxfam America, Inc.'s Oxfam America Retirement Plan reported $15M in total assets and 242 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #15,513 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
Oxfam America Retirement Plan covers 242 participants in Massachusetts, about 37% of the average Massachusetts filer (state average ~659 per filing). Assets: $15M.
- #15,513
- in Healthcare & Social Assistance (20,060 peers)
- -15.4%
- assets change YoY
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 Retirement Plan's outsized position by total assets
Oxfam America Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,261,680 Top 27% higher than 73% 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 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. Oxfam America Retirement Plan sits mid-pack in the medium band (242 participants).
Plan-year Form 5500 strip
Filing strip 237069110 · Oxfam America, Inc. PY 2022 · Money Purchase
Oxfam America Retirement Plan · $15M · 242 · 73rd
- NET $15M
- NET 242
- NET 73rd
- NET Money Purchase
- NET near Roofers & Waterproofers Local 37 Annuity Fund
- NET ind #15513
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 Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $15M |
| 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 Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Qualified Retirement Plan $2.2B · 12,021
- Massachusetts Laborers' Annuity Fund $2.0B · 11,530
- Retirement Income Plan for Teaching Faculty of Harvard University $1.9B · 2,698
- Harvard University Defined Contribution Retirement Plan $1.5B · 12,417
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.4B · 8,275
Oxfam America Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Massachusetts, the nearest Money Purchase by assets is Roofers & Waterproofers Local 37 Annuity Fund in PA ($15M); by covered participants it is Armstrong & Teasdale Pension Plan in MO (242 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (242 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.