Other · DOL Form 5500 · 2024
Oxfam America, Inc. Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 230
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $99,314
- Avg per participant Below avg balance/head
Official DOL plan name: Oxfam America 403(b) Plan · Sponsored by Oxfam America, Inc. · Massachusetts · Healthcare & Social Assistance
$23M in assets, 230 participants
Oxfam America, Inc.'s Oxfam America 403(b) Plan reported $23M in total assets and 230 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #13,008 in Healthcare & Social Assistance (16,916 peers)
Coverage in Massachusetts
Oxfam America 403(b) Plan covers 230 participants in Massachusetts, about 35% of the average Massachusetts filer (state average ~659 per filing). Assets: $23M.
- #13,008
- in Healthcare & Social Assistance (16,916 peers)
- +16.4%
- assets growth YoY
Oxfam America 403(b) Plan's outsized position by total assets
Oxfam America 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,842,148 Top 27% higher than 73% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Oxfam America 403(b) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oxfam America 403(b) Plan sits mid-pack in the medium band (230 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oxfam America 403(b) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Oxfam America 403(b) Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Oxfam America 403(b) Plan reported participants fell from 236 in the plan year 2023 filing to 230 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 237069110 · Oxfam America, Inc. PY 2024 · Other
Oxfam America 403(b) Plan · $23M · 230 · 73rd
- VS-ST $23M
- VS-ST 230
- VS-ST 73rd
- VS-ST Other
- VS-ST near The Barack Obama Foundation 403(b) Plan
- VS-ST ind #13008
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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →
Oxfam America 403(b) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $3M |
| Employer EIN | 237069110 |
| Plan Effective Date | 1982-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oxfam America, Inc.)
Sponsor-wide plan assets over time
All Oxfam America, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 32.00250785081508% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 485 | $32M |
| 2023 | 2 | 472 | $37M |
| 2024 | 2 | 460 | $42M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Oxfam America 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The Barack Obama Foundation 403(b) Plan in IL ($23M); by covered participants it is Hampton Roads Community Action Program, Inc. ERISA 403(b) Plan in VA (230 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- The Barack Obama Foundation 403(b) Plan (IL) $23M · 276
- The Bay School of San Francisco DC Retirement Plan (CA) $23M · 103
- Cincinnati Hills Christian Academy Retirement Plan (OH) $23M · 396
- Lyrasis PA 403(b) DC Plan (GA) $23M · 81
Similar participant headcount
Nearest other-state filings by covered participants (230 participants); asset peers above are excluded.
- Hampton Roads Community Action Program, Inc. ERISA 403(b) Plan (VA) 230 · 0 off
- Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan (PA) 230 · 0 off
- Easter Seals Western and Central Pennsylvania Retirement Savings Plan (PA) 230 · 0 off
- Hadassah, the Womens Zionist Organization of America, Inc. 403(b) Plan (NY) 230 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.