401(k) · DOL Form 5500 · 2023

Oxford I Asset Management USA Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
73
Participants Small participant base
57th
Percentile by assets National rank
$129,201
Avg per participant Near avg balance/head
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Official DOL plan name: Omers 401(k) Plan · Sponsored by Oxford I Asset Management USA Inc. · New York · Finance & Insurance

$9M in assets, 73 participants

Oxford I Asset Management USA Inc.'s Omers 401(k) Plan reported $9M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,725 in Finance & Insurance (8,869 peers)

Oxford I Asset Management USA Inc. multi-year trail

Oxford I Asset Management USA Inc.'s plans moved +31.7% in assets from 2022 to 2024; this filing shows Omers 401(k) Plan at $9M / 73 participants.

#3,725
in Finance & Insurance (8,869 peers)
+20.8%
assets growth YoY

Omers 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Omers 401(k) Plan vs every filed plan by assets

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

$9,431,706 Top 43% higher than 57% 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

Omers 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Omers 401(k) Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Omers 401(k) Plan reported net income rose from -$928K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Omers 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Omers 401(k) Plan reported participants rose from 68 in the plan year 2022 filing to 73 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 262967741 · Oxford I Asset Management USA Inc. PY 2023 · 401(k)

Omers 401(k) Plan · $9M · 73 · 57th

  • ASSETS $9M
  • ASSETS 73
  • ASSETS 57th
  • ASSETS 401(k)
  • ASSETS near Dooley Tackaberry, Inc. Employees' Savings Plan
  • ASSETS ind #3725

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 New York →

Omers 401(k) Plan in the asset neighbourhood

Omers 401(k) Plan$9MDooley Tackaberry, Inc. Employees' Savings PlanDooley Tackaberry, Inc. Empl…$9MGreat Lakes Management 401(k) Retirement Savings PlanGreat Lakes Management 401(k…$9MRetirement Income Security Plan-Providence HallRetirement Income Security P…$9MAbs Graphics, Inc. 401(k) PlanAbs Graphics, Inc. 401(k) Pl…$9M
End-of-year total assets ($M) among Omers 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oxford I Asset Management USA Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Oxford I Asset Management USA Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 31.674774889101258% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.81M $10.3M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 68 $8M
2023 1 73 $9M
2024 1 78 $10M

Oxford I Asset Management USA Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN262967741
Plan Effective Date2015-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Omers 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Omers 401(k) Plan, Total assets ($B): 0.009431706 · Participants: 73Omers 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Omers 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Omers 401(k) Plan side-by-side with 3 peers →

Omers 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Dooley Tackaberry, Inc. Employees' Savings Plan in TX ($9M); by covered participants it is A Haven for Kids, Inc. Retirement Plan in OH (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Omers 401(k) Plan assets move in 2023? ▼
Omers 401(k) Plan grew sharply - up 20.8% during 2023, from $8M to $9M. Reported net income was $2M.
How have Oxford I Asset Management USA Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oxford I Asset Management USA Inc.'s sponsor-wide assets grew 31.7%, from $8M to $10M.
Which 401(k) plans are similar in size to Omers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dooley Tackaberry, Inc. Employees' Savings Plan in TX ($9M, 80 participants).
Which 401(k) plans cover a similar participant headcount to Omers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A Haven for Kids, Inc. Retirement Plan in OH (73 participants, N/A 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 262967741.

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.