401(k) · DOL Form 5500 · 2023

South Oxford Management LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
445
Participants Below avg headcount
68th
Percentile by assets National rank
$35,096
Avg per participant Low balance/head
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Official DOL plan name: South Oxford Management LLC 401(k) Plan · Sponsored by South Oxford Management LLC · Texas · Real Estate

$16M in assets, 445 participants

South Oxford Management LLC's South Oxford Management LLC 401(k) Plan reported $16M in total assets and 445 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,929 in Real Estate (4,727 peers)

South Oxford Management LLC multi-year trail

South Oxford Management LLC's plans moved +56.6% in assets from 2022 to 2024; this filing shows South Oxford Management LLC 401(k) Plan at $16M / 445 participants.

#3,929
in Real Estate (4,727 peers)
+26.7%
assets growth YoY

South Oxford Management LLC 401(k) Plan's outsized position by total assets

South Oxford Management LLC 401(k) Plan vs every filed plan by assets

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

$15,617,537 Top 32% higher than 68% 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

South Oxford Management LLC 401(k) 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. South Oxford Management LLC 401(k) Plan sits mid-pack in the medium band (445 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • South Oxford Management LLC 401(k) Plan reported net income rose from -$516K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • South Oxford Management LLC 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • South Oxford Management LLC 401(k) Plan reported participants rose from 414 in the plan year 2022 filing to 445 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 814282539 · South Oxford Management LLC PY 2023 · 401(k)

South Oxford Management LLC 401(k) Plan · $16M · 445 · 68th

  • PART $16M
  • PART 445
  • PART 68th
  • PART 401(k)
  • PART near Access 401(k) Plan
  • PART ind #3929

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 Real Estate retirement plans → · Plans in Texas →

South Oxford Management LLC 401(k) Plan in the asset neighbourhood

South Oxford Management LLC 401(k) PlanSouth Oxford Management LLC …$16MAccess 401(k) Plan$16MBrookville Equipment Corporation 401(k) PlanBrookville Equipment Corpora…$16MAig Insurance Company-Puerto Rico Capital Growth PlanAig Insurance Company-Puerto…$16MPacific Cheese Co., Inc. 401(k) Retirement PlanPacific Cheese Co., Inc. 401…$16M
End-of-year total assets ($M) among South Oxford Management LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

South Oxford Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All South Oxford Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 56.64152176519674% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.3M $19.3M ▲ +56.6%
Year Plans Participants Total Assets
2022 1 414 $12M
2023 1 445 $16M
2024 1 439 $19M

South Oxford Management LLC filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN814282539
Plan Effective Date2017-02-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

South Oxford Management LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants South Oxford Management LLC 401(k) Plan, Total assets ($B): 0.015617537 · Participants: 445South Oxford Management LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
South Oxford Management LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare South Oxford Management LLC 401(k) Plan side-by-side with 3 peers →

South Oxford Management LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Access 401(k) Plan in NH ($16M); by covered participants it is Conewago Holdings, Inc 401(k) Plan in PA (445 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (445 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 South Oxford Management LLC 401(k) Plan assets move in 2023? ▼
South Oxford Management LLC 401(k) Plan grew sharply - up 26.7% during 2023, from $12M to $16M. Reported net income was $3M.
How have South Oxford Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), South Oxford Management LLC's sponsor-wide assets grew 56.6%, from $12M to $19M.
Which 401(k) plans are similar in size to South Oxford Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Access 401(k) Plan in NH ($16M, 67 participants).
Which 401(k) plans cover a similar participant headcount to South Oxford Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Conewago Holdings, Inc 401(k) Plan in PA (445 participants, $33M 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 814282539.

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.