Other · DOL Form 5500 · 2023
Oxfam America, Inc. Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 236
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $83,152
- Avg per participant Below avg balance/head
Official DOL plan name: Oxfam America 403(b) Plan · Sponsored by Oxfam America, Inc. · Massachusetts · Healthcare & Social Assistance
$20M in assets, 236 participants
Oxfam America, Inc.'s Oxfam America 403(b) Plan reported $20M in total assets and 236 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #13,572 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
Oxfam America 403(b) Plan covers 236 participants in Massachusetts, about 36% of the average Massachusetts filer (state average ~659 per filing). Assets: $20M.
- #13,572
- in Healthcare & Social Assistance (17,684 peers)
- +16.5%
- assets growth YoY
Oxfam America 403(b) Plan's outsized position by total assets
Oxfam America 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,623,893 Top 28% higher than 72% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Oxfam America 403(b) 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 403(b) 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 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Oxfam America 403(b) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Oxfam America 403(b) Plan reported participants fell from 243 in the plan year 2022 filing to 236 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 237069110 · Oxfam America, Inc. PY 2023 · Other
Oxfam America 403(b) Plan · $20M · 236 · 72nd
- VS-ST $20M
- VS-ST 236
- VS-ST 72nd
- VS-ST Other
- VS-ST near Center for Urban Community Services Inc. 403(b) DC Plan
- VS-ST ind #13572
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 403(b) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $3M |
| Employer EIN | 237069110 |
| Plan Effective Date | 1982-05-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 485 | $32M |
| 2023 | 2 | 472 | $37M |
| 2024 | 2 | 460 | $42M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Oxfam America 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Center for Urban Community Services Inc. 403(b) DC Plan in NY ($20M); by covered participants it is Springside Chestnut Hill Academy 403(b) Retirement Plan in PA (236 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
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.