401(k) · DOL Form 5500 · 2023
Oxbow Carbon LLC 401(k) Plan
Data updated 2026-08-11
- $152M
- Total assets
- 279
- Participants
- 94th
- Percentile by assets
- $543,914
- Avg per participant
Official DOL plan name: Oxbow Affiliated Companies Retirement Plan · Sponsored by Oxbow Carbon LLC · Florida · Professional & Technical Services
$152M in assets, 279 participants
Oxbow Carbon LLC's Oxbow Affiliated Companies Retirement Plan reported $152M in total assets and 279 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 127,072 plans)
- #19,261 in Professional & Technical Services (20,321 peers)
Coverage in Florida
Oxbow Affiliated Companies Retirement Plan covers 279 participants in Florida, about 44% of the average Florida filer (state average ~628 per filing). Assets: $152M.
- $152M
- total plan assets (2023 EOY)
- 279
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $543,914
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oxbow Affiliated Companies Retirement Plan reported net income rose from -$40M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Oxbow Affiliated Companies Retirement Plan end-of-year assets rose from $126M in the plan year 2022 filing to $152M in the plan year 2023 filing.
- Oxbow Affiliated Companies Retirement Plan reported participants rose from 271 in the plan year 2022 filing to 279 in the plan year 2023 filing.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Oxbow Affiliated Companies Retirement Plan reports 279 participants - about 44% of that state average ($152M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $126M |
|---|---|
| Net Assets (End of Year) | $152M |
| Net Income | $26M |
| Employer EIN | 042800610 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oxbow Carbon LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 271 | $126M |
| 2023 | 1 | 279 | $152M |
| 2024 | 1 | 291 | $177M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Oxbow Affiliated Companies Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Oxbow Affiliated Companies Retirement Plan by total assets, not by location.
- Fletcher Jones Automotive Group Employee 401(k) Retirement Plan (NV) $152M · 1,772
- Wedbush Securities Inc. Employees' Retirement Plan (CA) $152M · 811
- Crain Communications Inc 401(k) Plan (MI) $152M · 657
- Wellsky Corporation 401(k) Plan (KS) $152M · 1,782
Frequently Asked Questions
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Filing takeaways
Ways to act on Oxbow Affiliated Companies Retirement Plan's numbers.
- By total assets, Oxbow Affiliated Companies Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
- Oxbow Carbon LLC's sponsor-wide assets have grown 40.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans