401(k) · DOL Form 5500 · 2023

Oxford Funds LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
21
Participants Small participant base
40th
Percentile by assets National rank
$185,601
Avg per participant Above avg balance/head
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Official DOL plan name: Oxford Funds LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Oxford Funds LLC · Connecticut · Finance & Insurance

$4M in assets, 21 participants

Oxford Funds LLC's Oxford Funds LLC 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,485 in Finance & Insurance (8,869 peers)

Oxford Funds LLC multi-year trail

Oxford Funds LLC's plans moved +37.5% in assets from 2022 to 2024; this filing shows Oxford Funds LLC 401(k) Profit Sharing Plan & Trust at $4M / 21 participants.

#2,485
in Finance & Insurance (8,869 peers)
+11.6%
assets growth YoY

Oxford Funds LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Oxford Funds LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,897,628 40th percentile higher than 40% of 127,068 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 2023

Oxford Funds LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oxford Funds LLC 401(k) Profit Sharing Plan & Trust is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oxford Funds LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$410K in the plan year 2022 filing to $407K in the plan year 2023 filing.
  • Oxford Funds LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Oxford Funds LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 23 in the plan year 2022 filing to 21 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 320052735 · Oxford Funds LLC PY 2023 · 401(k)

Oxford Funds LLC 401(k) Profit Sharing Plan & Trust · $4M · 21 · 40th

  • IND $4M
  • EOY 21
  • 5500 40th
  • ASSETS 401(k)
  • PCT near Huffman Welding & Machine, Inc. 401(k) Plan
  • EIN ind #2485

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 Finance & Insurance retirement plans → · Plans in Connecticut →

Oxford Funds LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Oxford Funds LLC 401(k) Profit Sharing Plan & TrustOxford Funds LLC 401(k) Prof…$4MHuffman Welding & Machine, Inc. 401(k) PlanHuffman Welding & Machine, I…$4MBelmont Engineered Plastics, LLC 401(k) PlanBelmont Engineered Plastics,…$4MUnitek College Utah, LLC 401(k) PlanUnitek College Utah, LLC 401…$4MPowerhouse Animation 401(k) PlanPowerhouse Animation 401(k) …$4M
End-of-year total assets ($M) among Oxford Funds LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oxford Funds LLC multi-year asset trail

Sponsor-wide plan assets over time

All Oxford Funds LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 37.471506099227234% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.49M $4.8M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 23 $3M
2023 1 21 $4M
2024 1 22 $5M

Oxford Funds LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$407K
Employer EIN320052735
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Oxford Funds LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Oxford Funds LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003897628 · Participants: 21Oxford Funds LLC 401(k) Profit Sharing Plan & TrustRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Oxford Funds LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Oxford Funds LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Oxford Funds LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Huffman Welding & Machine, Inc. 401(k) Plan in IA ($4M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Oxford Funds LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Oxford Funds LLC 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 11.6% during 2023, from $3M to $4M. Reported net income was $407K.
How have Oxford Funds LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oxford Funds LLC's sponsor-wide assets grew 37.5%, from $3M to $5M.
Which 401(k) plans are similar in size to Oxford Funds LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Huffman Welding & Machine, Inc. 401(k) Plan in IA ($4M, 76 participants).
Which 401(k) plans cover a similar participant headcount to Oxford Funds LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 320052735.

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.