Other · DOL Form 5500 · 2023

The Chancellor, Masters and Scholars of the University of Oxford Retirement Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
314
Participants Below avg headcount
81st
Percentile by assets National rank
$107,759
Avg per participant Below avg balance/head
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Official DOL plan name: Oup USA Employee Thrift Plan · Sponsored by The Chancellor, Masters and Scholars of the University of Oxford · New York · Educational Services

$34M in assets, 314 participants

The Chancellor, Masters and Scholars of the University of Oxford's Oup USA Employee Thrift Plan reported $34M in total assets and 314 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,490 in Educational Services (3,735 peers)

Coverage in New York

Oup USA Employee Thrift Plan covers 314 participants in New York, about 39% of the average New York filer (state average ~798 per filing). Assets: $34M.

#2,490
in Educational Services (3,735 peers)
+1.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Oup USA Employee Thrift Plan's outsized position by total assets

Oup USA Employee Thrift Plan vs every filed plan by assets

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

$33,836,413 Top 19% higher than 81% 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

Oup USA Employee Thrift 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. Oup USA Employee Thrift Plan sits mid-pack in the medium band (314 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oup USA Employee Thrift Plan reported net income rose from -$7M in the plan year 2022 filing to $448K in the plan year 2023 filing.
  • Oup USA Employee Thrift Plan reported participants fell from 373 in the plan year 2022 filing to 314 in the plan year 2023 filing.
  • Oup USA Employee Thrift Plan end-of-year assets rose from $33M in the plan year 2022 filing to $34M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 986001062 · The Chancellor, Masters and Scholars of the University of Oxford PY 2023 · Other

Oup USA Employee Thrift Plan · $34M · 314 · 81st

  • TYPE $34M
  • NET 314
  • BOOK 81st
  • VS-ST Other
  • BOY near The Musical Arts Association 403(b) Retirement Plan
  • SCH ind #2490

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 Educational Services retirement plans → · Plans in New York →

Oup USA Employee Thrift Plan in the asset neighbourhood

Limestone University Retirement PlanLimestone University Retirem…$34MOup USA Employee Thrift Plan$34MThe Musical Arts Association 403(b) Retirement PlanThe Musical Arts Association…$34MGarrison Forest School Tax Sheltered Annuity Savings PlanGarrison Forest School Tax S…$34MMeridian International Center Defined Contribution Retirement PlanMeridian International Cente…$34M
End-of-year total assets ($M) among Oup USA Employee Thrift Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$34M
Net Income$448K
Employer EIN986001062
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Chancellor, Masters and Scholars of the University of Oxford)

Sponsor-wide plan assets over time

All The Chancellor, Masters and Scholars of the University of Oxford plans reported in each filing year

Latest sponsor-wide plan assets
$163M 10.365916336018003% vs 2022
2024 filing year
$145M$150M$155M$160M$165M$170M 202220232024 $148M $163M ▲ +10.4%
Year Plans Participants Total Assets
2022 3 1,318 $148M
2023 3 1,239 $164M
2024 3 1,164 $163M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Oup USA Employee Thrift Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Oup USA Employee Thrift Plan, Total assets ($B): 0.033836413 · Participants: 314Oup USA Employee Thrift PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Oup USA Employee Thrift Plan vs. nearby Other plans in New York, assets vs. participants
Compare Oup USA Employee Thrift Plan side-by-side with 3 peers →

Oup USA Employee Thrift Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is The Musical Arts Association 403(b) Retirement Plan in OH ($34M); by covered participants it is Wellspring Child & Family Service 403(b) Retirement Plan in MI (314 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (314 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 Oup USA Employee Thrift Plan assets move in 2023? ▼
Oup USA Employee Thrift Plan edged up modestly - up 1.3% during 2023, from $33M to $34M. Reported net income was $448K.
How have The Chancellor, Masters and Scholars of the University of Oxford plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Chancellor, Masters and Scholars of the University of Oxford's sponsor-wide assets grew 10.4%, from $148M to $163M.
Where does Oup USA Employee Thrift Plan rank by assets among Form 5500 filers? ▼
Oup USA Employee Thrift Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Oup USA Employee Thrift Plan? ▼
Among Other plans in other states, the closest by assets is The Musical Arts Association 403(b) Retirement Plan in OH ($34M, 221 participants).
Which Other plans cover a similar participant headcount to Oup USA Employee Thrift Plan? ▼
Among Other plans in other states, the closest by covered participants is Wellspring Child & Family Service 403(b) Retirement Plan in MI (314 participants, $2M 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 986001062.

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.