Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

OXBOW CALCINING LLC SALARIED EMPLOYEES' RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

OXBOW CALCINING LLC

This Defined Benefit (Pension) plan holds $42M in total assets and serves 37 participants as of 2023. It is sponsored by OXBOW CALCINING LLC in Florida. The plan reported positive net income of $611K for the year.

Total Assets (2023)
$42M
Participants
37
State
Industry
Manufacturing

What the Filing Says About OXBOW CALCINING LLC SALARIED EMPLOYEES' RETIREMENT PLAN

OXBOW CALCINING LLC SALARIED EMPLOYEES' RETIREMENT PLAN is a Defined Benefit (Pension) retirement plan sponsored by OXBOW CALCINING LLC, headquartered in Florida. As of the 2023 Form 5500 filing, the plan reports $42M in total end-of-year assets and covers 37 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 133637043, and the plan has been effective since 1992-02-07. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $32M at the beginning of 2023 to $42M at year-end — a gain of 34.4%. Net assets (after liabilities) closed the year at $42M, with reported net income of $611K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$32M
Total Assets (End of Year)$42M
Net Assets (End of Year)$42M
Net Income$611K
Plan TypeDefined Benefit (Pension)
Employer EIN133637043
Plan Effective Date1992-02-07
Filing StatusFILING RECEIVED

Sponsor Plan History (OXBOW CALCINING LLC)

Year Plans Participants Total Assets
2022 4 314 $68M
2023 4 312 $74M
2024 3 335 $71M

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the OXBOW CALCINING LLC SALARIED EMPLOYEES' RETIREMENT PLAN?
As of the 2023 Form 5500 filing, OXBOW CALCINING LLC SALARIED EMPLOYEES' RETIREMENT PLAN holds $42M in total assets with 37 participants. It is sponsored by OXBOW CALCINING LLC.
What type of plan is OXBOW CALCINING LLC SALARIED EMPLOYEES' RETIREMENT PLAN?
OXBOW CALCINING LLC SALARIED EMPLOYEES' RETIREMENT PLAN is a Defined Benefit (Pension) plan. It has been effective since 1992-02-07. The plan is filed with the U.S. Department of Labor under EIN 133637043.
Who sponsors the OXBOW CALCINING LLC SALARIED EMPLOYEES' RETIREMENT PLAN?
OXBOW CALCINING LLC SALARIED EMPLOYEES' RETIREMENT PLAN is sponsored by OXBOW CALCINING LLC, located in Florida. The sponsor's EIN is 133637043 and the plan operates in the Manufacturing industry.
How did OXBOW CALCINING LLC SALARIED EMPLOYEES' RETIREMENT PLAN perform in 2023?
OXBOW CALCINING LLC SALARIED EMPLOYEES' RETIREMENT PLAN grew by 34.4% during 2023, moving from $32M to $42M in total assets. Net income was $611K.
Where can I find official filings for OXBOW CALCINING LLC SALARIED EMPLOYEES' RETIREMENT PLAN?
Official Form 5500 filings for OXBOW CALCINING LLC SALARIED EMPLOYEES' RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 133637043 or plan name at efast.dol.gov.
How does OXBOW CALCINING LLC SALARIED EMPLOYEES' RETIREMENT PLAN compare to other plans?
You can compare OXBOW CALCINING LLC SALARIED EMPLOYEES' RETIREMENT PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 133637043.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.