Other · DOL Form 5500 · 2022

The Chancellor, Masters and Scholars of the University of Oxford Retirement Plan

Data updated 2026-08-11

$33M
Total assets
373
Participants
84th
Percentile by assets
$89,514
Avg per participant
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Official DOL plan name: Oup USA Employee Thrift Plan · Sponsored by The Chancellor, Masters and Scholars of the University of Oxford · New York · Educational Services

$33M in assets, 373 participants

The Chancellor, Masters and Scholars of the University of Oxford's Oup USA Employee Thrift Plan reported $33M in total assets and 373 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • 84th percentile by assets (of 139,126 plans)
  • #2,839 in Educational Services (4,024 peers)

Coverage in New York

Oup USA Employee Thrift Plan covers 373 participants in New York, about 47% of the average New York filer (state average ~798 per filing). Assets: $33M.

$33M
total plan assets (2022 EOY)
373
covered participants
84th
percentile by assets (of 139,126 plans)
$89,514
avg assets per participant

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Oup USA Employee Thrift Plan sits by total assets

Oup USA Employee Thrift Plan vs every filed plan by assets

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

$33,388,808 Top 16% higher than 84% 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

State
New York
Industry
Educational Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Oup USA Employee Thrift Plan reports 373 participants - about 47% of that state average ($33M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$33M
Net Income-$7M
Employer EIN986001062
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Chancellor, Masters and Scholars of the University of Oxford)

$145M$150M$155M$160M$165M$170M 202220232024 $148M $163M ▲ +10.4%
Total plan assets by year, all The Chancellor, Masters and Scholars of the University of Oxford plans on file
Year Plans Participants Total Assets
2022 3 1,318 $148M
2023 3 1,239 $164M
2024 3 1,164 $163M

Nearby Other Plans in New York

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

Oup USA Employee Thrift Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Oup USA Employee Thr…, Total assets ($B): 0.033388808 · Participants: 373Oup USA Employee Thr…Northwell Health 403…, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403…The Mount Sinai Medi…, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medi…University of Roches…, Total assets ($B): 6.362782969 · Participants: 27581University of Roches…Memorial Sloan Kette…, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kette…Retirement Plan for …, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for …
Oup USA Employee Thrift Plan vs. nearby Other plans in New York, assets vs. participants
Compare Oup USA Employee Thrift Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Oup USA Employee Thrift Plan by total assets, not by location.

Frequently Asked Questions

How did Oup USA Employee Thrift Plan assets move in 2022? ▼
Oup USA Employee Thrift Plan declined sharply - down 16.7% during 2022, from $40M to $33M. Reported net income was -$7M.
How have The Chancellor, Masters and Scholars of the University of Oxford plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Chancellor, Masters and Scholars of the University of Oxford's sponsor-wide assets grew 10.4%, from $148M to $163M.
Where does Oup USA Employee Thrift Plan rank by assets among Form 5500 filers? ▼
Oup USA Employee Thrift Plan ranks in the 84th 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 Oup USA Employee Thrift Plan? ▼
Among Other plans in other states, the closest by assets is Friends Select School Retirement Plan in PA ($33M, 132 participants).

Next read for Oup USA Employee Thrift Plan

Filing takeaways

Ways to act on Oup USA Employee Thrift Plan's numbers.

  • By total assets, Oup USA Employee Thrift Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in New York. Compare plans
  • The Chancellor, Masters and Scholars of the University of Oxford's sponsor-wide assets have grown 10.4% since 2022 across 3 plan years on file. More Educational Services plans

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 986001062.

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.