401(k) · DOL Form 5500 · 2023

Oxford Global Resources, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
1,562
Participants Near avg headcount
66th
Percentile by assets National rank
$8,875
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oxford Consultant 401(k) Retirement Savings Plan · Sponsored by Oxford Global Resources, LLC · Massachusetts · Other Services

$14M in assets, 1,562 participants

Oxford Global Resources, LLC's Oxford Consultant 401(k) Retirement Savings Plan reported $14M in total assets and 1,562 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,338 in Other Services (7,857 peers)

Coverage in Massachusetts

Oxford Consultant 401(k) Retirement Savings Plan covers 1,562 participants in Massachusetts, 2.4x the typical Massachusetts plan (state average ~659 per filing). Assets: $14M.

#6,338
in Other Services (7,857 peers)
+63.7%
assets growth YoY

Oxford Consultant 401(k) Retirement Savings Plan's mid-pack asset rank among Other Services and all filers

Oxford Consultant 401(k) Retirement Savings Plan vs every filed plan by assets

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

$13,863,034 Top 34% higher than 66% 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

Oxford Consultant 401(k) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oxford Consultant 401(k) Retirement Savings Plan lands in the large band (1,562 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oxford Consultant 401(k) Retirement Savings Plan end-of-year assets rose from $8M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Oxford Consultant 401(k) Retirement Savings Plan reported net income rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Oxford Consultant 401(k) Retirement Savings Plan reported participants fell from 1,582 in the plan year 2022 filing to 1,562 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042838827 · Oxford Global Resources, LLC PY 2023 · 401(k)

Oxford Consultant 401(k) Retirement Savings Plan · $14M · 1,562 · 66th

  • PCT $14M
  • PCT 1,562
  • PCT 66th
  • PCT 401(k)
  • PCT near Lee Container, LLC Retirement Savings Plan
  • PCT ind #6338

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 Other Services retirement plans → · Plans in Massachusetts →

Oxford Consultant 401(k) Retirement Savings Plan in the asset neighbourhood

Oxford Consultant 401(k) Retirement Savings PlanOxford Consultant 401(k) Ret…$14MLee Container, LLC Retirement Savings PlanLee Container, LLC Retiremen…$14MToot'n Totum Food Stores 401(k) PlanToot'n Totum Food Stores 401…$14MAmerican Pavement Preservation 401(k) PlanAmerican Pavement Preservati…$14MMacproducts, Inc. Employees' Profit-Sharing Plan and TrustMacproducts, Inc. Employees'…$14M
End-of-year total assets ($M) among Oxford Consultant 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$14M
Net Income$5M
Employer EIN042838827
Plan Effective Date2021-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oxford Global Resources, LLC)

Sponsor-wide plan assets over time

All Oxford Global Resources, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$75M 84.28424678711201% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $40.5M $74.7M ▲ +84.3%
Year Plans Participants Total Assets
2022 2 2,179 $41M
2023 2 2,292 $59M
2024 2 2,040 $75M

Nearby 401(k) Plans in Massachusetts

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

Oxford Consultant 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Oxford Consultant 401(k) Retirement Savings Plan, Total assets ($B): 0.013863034 · Participants: 1562Oxford Consultant 401(k) Retirement Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Oxford Consultant 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Oxford Consultant 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Lee Container, LLC Retirement Savings Plan in GA ($14M); by covered participants it is Weekley Homes 401(k) Plan in TX (1,562 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,562 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 Oxford Consultant 401(k) Retirement Savings Plan assets move in 2023?
Oxford Consultant 401(k) Retirement Savings Plan surged - up 63.7% during 2023, from $8M to $14M. Reported net income was $5M.
How have Oxford Global Resources, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Oxford Global Resources, LLC's sponsor-wide assets grew 84.3%, from $41M to $75M.
Which 401(k) plans are similar in size to Oxford Consultant 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Lee Container, LLC Retirement Savings Plan in GA ($14M, 372 participants).
Which 401(k) plans cover a similar participant headcount to Oxford Consultant 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Weekley Homes 401(k) Plan in TX (1,562 participants, $356M in assets).