Money Purchase · DOL Form 5500 · 2023

Oxfam America, Inc. Money Purchase Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
236
Participants Below avg headcount
70th
Percentile by assets National rank
$73,998
Avg per participant Below avg balance/head
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Official DOL plan name: Oxfam America Retirement Plan · Sponsored by Oxfam America, Inc. · Massachusetts · Healthcare & Social Assistance

$17M in assets, 236 participants

Oxfam America, Inc.'s Oxfam America Retirement Plan reported $17M in total assets and 236 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #13,233 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Oxfam America Retirement Plan covers 236 participants in Massachusetts, about 36% of the average Massachusetts filer (state average ~659 per filing). Assets: $17M.

#13,233
in Healthcare & Social Assistance (17,684 peers)
+14.4%
assets growth YoY

Oxfam America Retirement Plan's outsized position by total assets

Oxfam America Retirement Plan vs every filed plan by assets

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

$17,463,454 Top 30% higher than 70% 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

Oxfam America Retirement 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. Oxfam America Retirement Plan sits mid-pack in the medium band (236 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oxfam America Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Oxfam America Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Oxfam America Retirement Plan reported participants fell from 242 in the plan year 2022 filing to 236 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 237069110 · Oxfam America, Inc. PY 2023 · Money Purchase

Oxfam America Retirement Plan · $17M · 236 · 70th

  • RANK $17M
  • RANK 236
  • RANK 70th
  • RANK Money Purchase
  • RANK near Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
  • RANK ind #13233

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Oxfam America Retirement Plan in the asset neighbourhood

Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, I…$17MOxfam America Retirement Plan$17MThe Clark Estates, Inc. Pension PlanThe Clark Estates, Inc. Pens…$17MRoofers Union Local 221 Annuity PlanRoofers Union Local 221 Annu…$17MLaborers Local 754 Annuity PlanLaborers Local 754 Annuity P…$17M
End-of-year total assets ($M) among Oxfam America Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN237069110
Plan Effective Date1982-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oxfam America, Inc.)

Sponsor-wide plan assets over time

All Oxfam America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 32.00250785081508% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $32.1M $42.4M ▲ +32.0%
Year Plans Participants Total Assets
2022 2 485 $32M
2023 2 472 $37M
2024 2 460 $42M

Nearby Money Purchase Plans in Massachusetts

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

Oxfam America Retirement Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Oxfam America Retirement Plan, Total assets ($B): 0.017463454 · Participants: 236Oxfam America Retirement PlanThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.564495046 · Participants: 12551The Mitre Corporation Qualified Retirement PlanRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 2.165044645 · Participants: 2687Retirement Income Plan for Teaching Faculty of Harvard UniversityMassachusetts Laborers' Annuity Fund, Total assets ($B): 2.163224805 · Participants: 11709Massachusetts Laborers' Annuity FundHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.763325967 · Participants: 13259Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.633331243 · Participants: 8337Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Oxfam America Retirement Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Oxfam America Retirement Plan side-by-side with 3 peers →

Oxfam America Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT ($17M); by covered participants it is IBEW Local 13 Retirement Plan in IA (234 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (236 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 Oxfam America Retirement Plan assets move in 2023? ▼
Oxfam America Retirement Plan grew at a solid clip - up 14.4% during 2023, from $15M to $17M. Reported net income was $2M.
How have Oxfam America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oxfam America, Inc.'s sponsor-wide assets grew 32.0%, from $32M to $42M.
Which Money Purchase plans are similar in size to Oxfam America Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT ($17M, 418 participants).
Which Money Purchase plans cover a similar participant headcount to Oxfam America Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is IBEW Local 13 Retirement Plan in IA (234 participants, $53M 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 237069110.

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.