Money Purchase · DOL Form 5500 · 2022
Oxfam America, Inc. Money Purchase Plan
Data updated 2026-08-11
- $15M
- Total assets
- 242
- Participants
- 73rd
- Percentile by assets
- $63,065
- Avg per participant
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.
- 73rd percentile by assets (of 139,126 plans)
- #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.
- $15M
- total plan assets (2022 EOY)
- 242
- covered participants
- 73rd
- percentile by assets (of 139,126 plans)
- $63,065
- 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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Oxfam America Retirement Plan reports 242 participants - about 37% of that state average ($15M EOY assets).
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.)
| 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.
Oxfam America Retirement Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Oxfam America Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Oxfam America Retirement Plan assets move in 2022? ▼
How have Oxfam America, Inc. plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Oxfam America Retirement Plan? ▼
Next read for Oxfam America Retirement Plan
Filing takeaways
Ways to act on Oxfam America Retirement Plan's numbers.
- By total assets, Oxfam America Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
- Oxfam America, Inc.'s sponsor-wide assets have grown 32.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans