Other · DOL Form 5500 · 2023

Kingswood Oxford School Retirement Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
209
Participants Below avg headcount
80th
Percentile by assets National rank
$148,386
Avg per participant Above avg balance/head
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Official DOL plan name: Kingswood Oxford School, Inc. Tax Deferred Annuity Plan · Sponsored by Kingswood Oxford School · Connecticut · Educational Services

$31M in assets, 209 participants

Kingswood Oxford School's Kingswood Oxford School, Inc. Tax Deferred Annuity Plan reported $31M in total assets and 209 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #2,427 in Educational Services (3,735 peers)

Coverage in Connecticut

Kingswood Oxford School, Inc. Tax Deferred Annuity Plan covers 209 participants in Connecticut, about 29% of the average Connecticut filer (state average ~718 per filing). Assets: $31M.

#2,427
in Educational Services (3,735 peers)
+17.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Kingswood Oxford School, Inc. Tax Deferred Annuity Plan's outsized position by total assets

Kingswood Oxford School, Inc. Tax Deferred Annuity Plan vs every filed plan by assets

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

$31,012,708 Top 20% higher than 80% 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

Kingswood Oxford School, Inc. Tax Deferred Annuity 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. Kingswood Oxford School, Inc. Tax Deferred Annuity Plan sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kingswood Oxford School, Inc. Tax Deferred Annuity Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Kingswood Oxford School, Inc. Tax Deferred Annuity Plan end-of-year assets rose from $26M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Kingswood Oxford School, Inc. Tax Deferred Annuity Plan reported participants rose from 205 in the plan year 2022 filing to 209 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 060646688 · Kingswood Oxford School PY 2023 · Other

Kingswood Oxford School, Inc. Tax Deferred Annuity Plan · $31M · 209 · 80th

  • IND $31M
  • EOY 209
  • 5500 80th
  • ASSETS Other
  • PCT near American International College 403(b) DC Plan
  • EIN ind #2427

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 Connecticut →

Kingswood Oxford School, Inc. Tax Deferred Annuity Plan in the asset neighbourhood

American International College 403(b) DC PlanAmerican International Colle…$31MKingswood Oxford School, Inc. Tax Deferred Annuity PlanKingswood Oxford School, Inc…$31MBy the Bay Health 403(b) Plan$31MGolden Gate National Parks Conservancy Retirement PlanGolden Gate National Parks C…$31MWilson College Defined Contribution Retirement PlanWilson College Defined Contr…$31M
End-of-year total assets ($M) among Kingswood Oxford School, Inc. Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$5M
Employer EIN060646688
Plan Effective Date1990-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kingswood Oxford School)

Sponsor-wide plan assets over time

All Kingswood Oxford School plans reported in each filing year

Latest sponsor-wide plan assets
$35M 33.54935908557676% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.4M $35.2M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 205 $26M
2023 1 209 $31M
2024 1 203 $35M

Nearby Other Plans in Connecticut

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

Kingswood Oxford School, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Kingswood Oxford School, Inc. Tax Deferred Annuity Plan, Total assets ($B): 0.031012708 · Participants: 209Kingswood Oxford School, Inc. Tax Deferred Annuity PlanYale University Retirement Account Plan, Total assets ($B): 7.406887292 · Participants: 12259Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.999824405 · Participants: 22121Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.840086772 · Participants: 18754Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.705011479 · Participants: 2287Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.642937869 · Participants: 5192Hartford Healthcare 403(b)Plan
Kingswood Oxford School, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Kingswood Oxford School, Inc. Tax Deferred Annuity Plan side-by-side with 3 peers →

Kingswood Oxford School, Inc. Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is American International College 403(b) DC Plan in MA ($31M); by covered participants it is Friends Academy Defined Contribution Retirement Plan in NY (209 participants). Same-state nearby plans are listed separately above.

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 Kingswood Oxford School, Inc. Tax Deferred Annuity Plan assets move in 2023? ▼
Kingswood Oxford School, Inc. Tax Deferred Annuity Plan grew sharply - up 17.5% during 2023, from $26M to $31M. Reported net income was $5M.
How have Kingswood Oxford School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kingswood Oxford School's sponsor-wide assets grew 33.5%, from $26M to $35M.
Where does Kingswood Oxford School, Inc. Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Kingswood Oxford School, Inc. Tax Deferred Annuity Plan ranks in the 80th 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 Other plans are similar in size to Kingswood Oxford School, Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is American International College 403(b) DC Plan in MA ($31M, 224 participants).
Which Other plans cover a similar participant headcount to Kingswood Oxford School, Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Friends Academy Defined Contribution Retirement Plan in NY (209 participants, $60M 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 060646688.

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.