Other · DOL Form 5500 · 2023

Kingswood Oxford School Retirement Plan

Data updated 2026-08-11

$31M
Total assets
209
Participants
80th
Percentile by assets
$148,386
Avg per participant
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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.

  • 80th percentile by assets (of 127,072 plans)
  • #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.

$31M
total plan assets (2023 EOY)
209
covered participants
80th
percentile by assets (of 127,072 plans)
$148,386
avg assets per participant

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 →

State
Connecticut
Industry
Educational Services

Participants vs Connecticut filers

In Connecticut, the average filing covers about 718 participants across 1,906 plans. Kingswood Oxford School, Inc. Tax Deferred Annuity Plan reports 209 participants - about 29% of that state average ($31M EOY assets).

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)

$25M$30M$35M$40M 202220232024 $26.4M $35.2M ▲ +33.5%
Total plan assets by year, all Kingswood Oxford School plans on file
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

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 Sch…Yale University Reti…Yale-New Haven Hospi…Yale University Tax-…Nuvance Health 403(b…Hartford Healthcare …
Kingswood Oxford School, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Kingswood Oxford School, Inc. Tax Deferr… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Kingswood Oxford School, Inc. Tax Deferred Annuity Plan by total assets, not by location.

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).

Next read for Kingswood Oxford School, Inc. Tax Deferr…

Filing takeaways

Ways to act on Kingswood Oxford School, Inc. Tax Deferred Annuity Plan's numbers.

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.