401(k) · DOL Form 5500 · 2024

Oxford Financial Group, Ltd. 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
179
Participants Small participant base
84th
Percentile by assets National rank
$274,216
Avg per participant High balance/head
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Official DOL plan name: Oxford Financial Group, Ltd. Profit Sharing Plan · Sponsored by Oxford Financial Group, Ltd. · Indiana · Finance & Insurance

$49M in assets, 179 participants

Oxford Financial Group, Ltd.'s Oxford Financial Group, Ltd. Profit Sharing Plan reported $49M in total assets and 179 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,419 in Finance & Insurance (8,549 peers)

Coverage in Indiana

Oxford Financial Group, Ltd. Profit Sharing Plan covers 179 participants in Indiana, about 33% of the average Indiana filer (state average ~541 per filing). Assets: $49M.

#6,419
in Finance & Insurance (8,549 peers)
+22.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Oxford Financial Group, Ltd. Profit Sharing Plan's outsized position by total assets

Oxford Financial Group, Ltd. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$49,084,609 Top 16% higher than 84% of 123,620 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 2024

Oxford Financial Group, Ltd. Profit Sharing 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. Oxford Financial Group, Ltd. Profit Sharing Plan sits mid-pack in the medium band (179 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oxford Financial Group, Ltd. Profit Sharing Plan end-of-year assets rose from $40M in the plan year 2023 filing to $49M in the plan year 2024 filing.
  • Oxford Financial Group, Ltd. Profit Sharing Plan reported net income fell from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Oxford Financial Group, Ltd. Profit Sharing Plan reported participants fell from 183 in the plan year 2023 filing to 179 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 351588335 · Oxford Financial Group, Ltd. PY 2024 · 401(k)

Oxford Financial Group, Ltd. Profit Sharing Plan · $49M · 179 · 84th

  • IND $49M
  • IND 179
  • IND 84th
  • IND 401(k)
  • IND near Slavic Secure Pep
  • IND ind #6419

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 Finance & Insurance retirement plans → · Plans in Indiana →

Oxford Financial Group, Ltd. Profit Sharing Plan in the asset neighbourhood

Procare Hr Retirement Savings PlanProcare Hr Retirement Saving…$49MOxford Financial Group, Ltd. Profit Sharing PlanOxford Financial Group, Ltd.…$49MSlavic Secure Pep$49MNational Retail Federation 401(k) Profit Sharing PlanNational Retail Federation 4…$49MPark Lawn 401(k) Plan$49M
End-of-year total assets ($M) among Oxford Financial Group, Ltd. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$49M
Net Income$9M
Employer EIN351588335
Plan Effective Date1981-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oxford Financial Group, Ltd.)

Sponsor-wide plan assets over time

All Oxford Financial Group, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$49M 58.81858673401737% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $30.9M $49.1M ▲ +58.8%
Year Plans Participants Total Assets
2022 1 163 $31M
2023 1 183 $40M
2024 1 179 $49M

Nearby 401(k) Plans in Indiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Oxford Financial Group, Ltd. Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Oxford Financial Group, Ltd. Profit Sharing Plan, Total assets ($B): 0.049084609 · Participants: 179Oxford Financial Group, Ltd. Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Oxford Financial Group, Ltd. Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Oxford Financial Group, Ltd. Profit Sharing Plan side-by-side with 3 peers →

Oxford Financial Group, Ltd. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Slavic Secure Pep in FL ($49M); by covered participants it is Davies Life & Health, Inc. in MA (179 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49M here).

Similar participant headcount

Nearest other-state filings by covered participants (179 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Oxford Financial Group, Ltd. Profit Sharing Plan assets move in 2024? ▼
Oxford Financial Group, Ltd. Profit Sharing Plan grew sharply - up 22.3% during 2024, from $40M to $49M. Reported net income was $9M.
How have Oxford Financial Group, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oxford Financial Group, Ltd.'s sponsor-wide assets grew 58.8%, from $31M to $49M.
Where does Oxford Financial Group, Ltd. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Oxford Financial Group, Ltd. Profit Sharing Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Oxford Financial Group, Ltd. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Slavic Secure Pep in FL ($49M, 3,235 participants).
Which 401(k) plans cover a similar participant headcount to Oxford Financial Group, Ltd. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Davies Life & Health, Inc. in MA (179 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 351588335.

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.