401(k)
2023 plan-year 401(k) DOL Form 5500

OXFORD HOUSE INC 401(K) PROFIT SHARING PLAN & TRUST

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

OXFORD HOUSE INC

This 401(k) plan holds $2M in total assets and serves 219 participants as of 2023. It is sponsored by OXFORD HOUSE INC in Maryland. The plan reported positive net income of $476K for the year.

Total Assets (2023)
$2M
Participants
219
State
Industry
Healthcare & Social Assistance

What the Filing Says About OXFORD HOUSE INC 401(K) PROFIT SHARING PLAN & TRUST

OXFORD HOUSE INC 401(K) PROFIT SHARING PLAN & TRUST is a 401(k) retirement plan sponsored by OXFORD HOUSE INC, headquartered in Maryland. As of the 2023 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 219 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 521582231, and the plan has been effective since 2004-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1M at the beginning of 2023 to $2M at year-end — a gain of 45.0%. Net assets (after liabilities) closed the year at $2M, with reported net income of $476K 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)$1M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$476K
Plan Type401(k)
Employer EIN521582231
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (OXFORD HOUSE INC)

Year Plans Participants Total Assets
2022 1 63 $1M
2023 1 219 $2M
2024 1 247 $2M

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Frequently Asked Questions

How much money is in the OXFORD HOUSE INC 401(K) PROFIT SHARING PLAN & TRUST?
As of the 2023 Form 5500 filing, OXFORD HOUSE INC 401(K) PROFIT SHARING PLAN & TRUST holds $2M in total assets with 219 participants. It is sponsored by OXFORD HOUSE INC.
What type of plan is OXFORD HOUSE INC 401(K) PROFIT SHARING PLAN & TRUST?
OXFORD HOUSE INC 401(K) PROFIT SHARING PLAN & TRUST is a 401(k) plan. It has been effective since 2004-01-01. The plan is filed with the U.S. Department of Labor under EIN 521582231.
Who sponsors the OXFORD HOUSE INC 401(K) PROFIT SHARING PLAN & TRUST?
OXFORD HOUSE INC 401(K) PROFIT SHARING PLAN & TRUST is sponsored by OXFORD HOUSE INC, located in Maryland. The sponsor's EIN is 521582231 and the plan operates in the Healthcare & Social Assistance industry.
How did OXFORD HOUSE INC 401(K) PROFIT SHARING PLAN & TRUST perform in 2023?
OXFORD HOUSE INC 401(K) PROFIT SHARING PLAN & TRUST grew by 45.0% during 2023, moving from $1M to $2M in total assets. Net income was $476K.
Where can I find official filings for OXFORD HOUSE INC 401(K) PROFIT SHARING PLAN & TRUST?
Official Form 5500 filings for OXFORD HOUSE INC 401(K) PROFIT SHARING PLAN & TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 521582231 or plan name at efast.dol.gov.
How does OXFORD HOUSE INC 401(K) PROFIT SHARING PLAN & TRUST compare to other plans?
You can compare OXFORD HOUSE INC 401(K) PROFIT SHARING PLAN & TRUST against other 401(k) plans on the plan type page, or view plans in Maryland on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 521582231.

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.