401(k) · DOL Form 5500 · 2023

Oxford Financial Group, Ltd. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
183
Participants Below avg headcount
83rd
Percentile by assets National rank
$219,391
Avg per participant Above avg balance/head
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Official DOL plan name: Oxford Financial Group, Ltd. Profit Sharing Plan · Sponsored by Oxford Financial Group, Ltd. · Indiana · Finance & Insurance

$40M in assets, 183 participants

Oxford Financial Group, Ltd.'s Oxford Financial Group, Ltd. Profit Sharing Plan reported $40M in total assets and 183 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,567 in Finance & Insurance (8,869 peers)

Coverage in Indiana

Oxford Financial Group, Ltd. Profit Sharing Plan covers 183 participants in Indiana, about 34% of the average Indiana filer (state average ~541 per filing). Assets: $40M.

#6,567
in Finance & Insurance (8,869 peers)
+29.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Oxford Financial Group, Ltd. Profit Sharing Plan's outsized position by total assets

Oxford Financial Group, Ltd. Profit Sharing Plan vs every filed plan by assets

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

$40,148,576 Top 17% higher than 83% 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 Financial Group, Ltd. Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oxford Financial Group, Ltd. Profit Sharing Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oxford Financial Group, Ltd. Profit Sharing Plan reported net income rose from -$8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Oxford Financial Group, Ltd. Profit Sharing Plan end-of-year assets rose from $31M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Oxford Financial Group, Ltd. Profit Sharing Plan reported participants rose from 163 in the plan year 2022 filing to 183 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 351588335 · Oxford Financial Group, Ltd. PY 2023 · 401(k)

Oxford Financial Group, Ltd. Profit Sharing Plan · $40M · 183 · 83rd

  • ASSETS $40M
  • PCT 183
  • EIN 83rd
  • RANK 401(k)
  • PHOTO near Lewis Resource Management LLC 401(k) Plan
  • IND ind #6567

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 Indiana →

Oxford Financial Group, Ltd. Profit Sharing Plan in the asset neighbourhood

Oxford Financial Group, Ltd. Profit Sharing PlanOxford Financial Group, Ltd.…$40MLewis Resource Management LLC 401(k) PlanLewis Resource Management LL…$40MZim American Integrated Shipping Services Company, LLC 401(k) SavingsZim American Integrated Ship…$40MMississippi Emergency Association, P.a. 401(k) / Profit Sharing PlanMississippi Emergency Associ…$40MIgloo Products Corp. Employees' 401(k) PlanIgloo Products Corp. Employe…$40M
End-of-year total assets ($M) among Oxford Financial Group, Ltd. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$40M
Net Income$9M
Employer EIN351588335
Plan Effective Date1981-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oxford Financial Group, Ltd.)

Sponsor-wide plan assets over time

All Oxford Financial Group, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$49M 58.81858673401737% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $30.9M $49.1M ▲ +58.8%
Year Plans Participants Total Assets
2022 1 163 $31M
2023 1 183 $40M
2024 1 179 $49M

Nearby 401(k) Plans in Indiana

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

Oxford Financial Group, Ltd. Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Oxford Financial Group, Ltd. Profit Sharing Plan, Total assets ($B): 0.040148576 · Participants: 183Oxford Financial Group, Ltd. Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Oxford Financial Group, Ltd. Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Oxford Financial Group, Ltd. Profit Sharing Plan side-by-side with 3 peers →

Oxford Financial Group, Ltd. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Lewis Resource Management LLC 401(k) Plan in TX ($40M); by covered participants it is Ncc Ee , LLC 401(k) Profit Sharing Plan and Trust in VA (183 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Financial Group, Ltd. Profit Sharing Plan assets move in 2023? ▼
Oxford Financial Group, Ltd. Profit Sharing Plan grew sharply - up 29.9% during 2023, from $31M to $40M. Reported net income was $9M.
How have Oxford Financial Group, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oxford Financial Group, Ltd.'s sponsor-wide assets grew 58.8%, from $31M to $49M.
Where does Oxford Financial Group, Ltd. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Oxford Financial Group, Ltd. Profit Sharing Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Oxford Financial Group, Ltd. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lewis Resource Management LLC 401(k) Plan in TX ($40M, 970 participants).
Which 401(k) plans cover a similar participant headcount to Oxford Financial Group, Ltd. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ncc Ee , LLC 401(k) Profit Sharing Plan and Trust in VA (183 participants, $1M 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 351588335.

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.