401(k) · DOL Form 5500 · 2023

Oxford Capital Group, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
802
Participants Near avg headcount
62nd
Percentile by assets National rank
$14,293
Avg per participant Low balance/head
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Official DOL plan name: Oxford Capital Group 401(k) Profit Sharing Plan · Sponsored by Oxford Capital Group, LLC · Illinois · Food Services & Accommodation

$11M in assets, 802 participants

Oxford Capital Group, LLC's Oxford Capital Group 401(k) Profit Sharing Plan reported $11M in total assets and 802 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,345 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Oxford Capital Group 401(k) Profit Sharing Plan ranks #3,345 of 3,828 2023 filers by assets (171% of the sector average)-$11M for 802 participants.

#3,345
in Food Services & Accommodation (3,828 peers)
+131.9%
assets growth YoY

Oxford Capital Group 401(k) Profit Sharing Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Oxford Capital Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,462,616 Top 38% higher than 62% 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 Capital Group 401(k) Profit Sharing 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. Oxford Capital Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (802 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oxford Capital Group 401(k) Profit Sharing Plan reported net income rose from $563K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Oxford Capital Group 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Oxford Capital Group 401(k) Profit Sharing Plan reported participants rose from 667 in the plan year 2022 filing to 802 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 204187600 · Oxford Capital Group, LLC PY 2023 · 401(k)

Oxford Capital Group 401(k) Profit Sharing Plan · $11M · 802 · 62nd

  • ASSETS $11M
  • ASSETS 802
  • ASSETS 62nd
  • ASSETS 401(k)
  • ASSETS near Authentic Brands, LLC 401(k) Plan
  • ASSETS ind #3345

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 Food Services & Accommodation retirement plans → · Plans in Illinois →

Oxford Capital Group 401(k) Profit Sharing Plan in the asset neighbourhood

Oxford Capital Group 401(k) Profit Sharing PlanOxford Capital Group 401(k) …$11MAuthentic Brands, LLC 401(k) PlanAuthentic Brands, LLC 401(k)…$11MEms Savings Plan$11MBlt Management, LLC 401(k) PlanBlt Management, LLC 401(k) P…$11MNorthwood Ravin 401(k) Plan$11M
End-of-year total assets ($M) among Oxford Capital Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$11M
Net Income$4M
Employer EIN204187600
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oxford Capital Group, LLC)

Sponsor-wide plan assets over time

All Oxford Capital Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 212.99338152410252% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $4.94M $15.5M ▲ +213.2%
Year Plans Participants Total Assets
2022 1 667 $5M
2023 1 802 $11M
2024 1 1,446 $15M

Nearby 401(k) Plans in Illinois

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

Oxford Capital Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Oxford Capital Group 401(k) Profit Sharing Plan, Total assets ($B): 0.011462616 · Participants: 802Oxford Capital Group 401(k) Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Oxford Capital Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Oxford Capital Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Oxford Capital Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Authentic Brands, LLC 401(k) Plan in UT ($11M); by covered participants it is Center Fresh Egg Farm Mep 401(k) Plan in IA (802 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (802 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 Capital Group 401(k) Profit Sharing Plan assets move in 2023? ▼
Oxford Capital Group 401(k) Profit Sharing Plan surged - up 131.9% during 2023, from $5M to $11M. Reported net income was $4M.
How have Oxford Capital Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oxford Capital Group, LLC's sponsor-wide assets grew 213.0%, from $5M to $15M.
Which 401(k) plans are similar in size to Oxford Capital Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Authentic Brands, LLC 401(k) Plan in UT ($11M, 734 participants).
Which 401(k) plans cover a similar participant headcount to Oxford Capital Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Center Fresh Egg Farm Mep 401(k) Plan in IA (802 participants, $6M 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 204187600.

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.