Other · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$33M
Total assets Below avg plan size
373
Participants Below avg headcount
84th
Percentile by assets National rank
$89,514
Avg per participant Below avg balance/head
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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.

  • #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.

#2,839
in Educational Services (4,024 peers)
-16.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Oup USA Employee Thrift Plan's outsized position 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 $2,050,000,000 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

Oup USA Employee Thrift 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. Oup USA Employee Thrift Plan sits mid-pack in the medium band (373 participants).

Plan-year Form 5500 strip

Filing strip 986001062 · The Chancellor, Masters and Scholars of the University of Oxford PY 2022 · Other

Oup USA Employee Thrift Plan · $33M · 373 · 84th

  • BOOK $33M
  • VS-ST 373
  • BOY 84th
  • SCH Other
  • EBSA near Friends Select School Retirement Plan
  • PART ind #2839

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 Educational Services retirement plans → · Plans in New York →

Oup USA Employee Thrift Plan in the asset neighbourhood

Jobs for the Future, Inc. Retirement PlanJobs for the Future, Inc. Re…$33MOup USA Employee Thrift Plan$33MFriends Select School Retirement PlanFriends Select School Retire…$33MDidi Hirsch Mental Health Services Retirement PlanDidi Hirsch Mental Health Se…$33M403(b) Thrift Plan of Thundermist Health Center403(b) Thrift Plan of Thunde…$33M
End-of-year total assets ($M) among Oup USA Employee Thrift Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All The Chancellor, Masters and Scholars of the University of Oxford plans reported in each filing year

Latest sponsor-wide plan assets
$163M 10.365916336018003% vs 2022
2024 filing year
$145M$150M$155M$160M$165M$170M 202220232024 $148M $163M ▲ +10.4%
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 ($B) Participants Oup USA Employee Thrift Plan, Total assets ($B): 0.033388808 · Participants: 373Oup USA Employee Thrift PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
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 →

Oup USA Employee Thrift Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Friends Select School Retirement Plan in PA ($33M); by covered participants it is Hillcrest Healthcare Communities 403(b) Plan in TN (373 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (373 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.

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).
Which Other plans cover a similar participant headcount to Oup USA Employee Thrift Plan? ▼
Among Other plans in other states, the closest by covered participants is Hillcrest Healthcare Communities 403(b) Plan in TN (373 participants, $2M in assets).

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.