Money Purchase · DOL Form 5500 · 2024

Oxfam America, Inc. Money Purchase Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
230
Participants Below avg headcount
70th
Percentile by assets National rank
$84,966
Avg per participant Below avg balance/head
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Official DOL plan name: Oxfam America Retirement Plan · Sponsored by Oxfam America, Inc. · Massachusetts · Healthcare & Social Assistance

$20M in assets, 230 participants

Oxfam America, Inc.'s Oxfam America Retirement Plan reported $20M in total assets and 230 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #12,582 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

Oxfam America Retirement Plan covers 230 participants in Massachusetts, about 35% of the average Massachusetts filer (state average ~659 per filing). Assets: $20M.

#12,582
in Healthcare & Social Assistance (16,916 peers)
+11.9%
assets growth YoY

Oxfam America Retirement Plan's outsized position by total assets

Oxfam America Retirement Plan vs every filed plan by assets

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

$19,542,231 Top 30% higher than 70% 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

Oxfam America Retirement 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 Retirement 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 Retirement Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Oxfam America Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Oxfam America Retirement Plan reported participants fell from 236 in the plan year 2023 filing to 230 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 237069110 · Oxfam America, Inc. PY 2024 · Money Purchase

Oxfam America Retirement Plan · $20M · 230 · 70th

  • EBSA $20M
  • EBSA 230
  • EBSA 70th
  • EBSA Money Purchase
  • EBSA near Wellston Retirement Plan for Members of Ufcw District Union Local 1059
  • EBSA ind #12582

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 Retirement Plan in the asset neighbourhood

Laborers Local 754 Annuity PlanLaborers Local 754 Annuity P…$20MOxfam America Retirement Plan$20MWellston Retirement Plan for Members of Ufcw District Union Local 1059Wellston Retirement Plan for…$20MBrooklyn Navy Yard Development Corp. Pension PlanBrooklyn Navy Yard Developme…$19MRoofers Union Local 221 Annuity PlanRoofers Union Local 221 Annu…$19M
End-of-year total assets ($M) among Oxfam America Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN237069110
Plan Effective Date1982-05-01
Filing StatusFILING 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
$30M$35M$40M$45M 202220232024 $32.1M $42.4M ▲ +32.0%
Year Plans Participants Total Assets
2022 2 485 $32M
2023 2 472 $37M
2024 2 460 $42M

Nearby Money Purchase Plans in Massachusetts

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

Oxfam America Retirement Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Oxfam America Retirement Plan, Total assets ($B): 0.019542231 · Participants: 230Oxfam America Retirement PlanRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 2.380051887 · Participants: 2774Retirement Income Plan for Teaching Faculty of Harvard UniversityMassachusetts Laborers' Annuity Fund, Total assets ($B): 2.291740538 · Participants: 11506Massachusetts Laborers' Annuity FundHarvard University Defined Contribution Retirement Plan, Total assets ($B): 2.033803409 · Participants: 14571Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.774297856 · Participants: 8421Electrical Workers Deferred Income Plan Local 103, I.B.E.W.Tufts University Basic Retirement Plan, Total assets ($B): 1.039998444 · Participants: 5769Tufts University Basic Retirement Plan
Oxfam America Retirement Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Oxfam America Retirement Plan side-by-side with 3 peers →

Oxfam America Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Wellston Retirement Plan for Members of Ufcw District Union Local 1059 in MN ($20M); by covered participants it is Grand View University Employees' Money Purchase Plan in IA (231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (230 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 Oxfam America Retirement Plan assets move in 2024? ▼
Oxfam America Retirement Plan grew at a solid clip - up 11.9% during 2024, from $17M to $20M. Reported net income was $2M.
How have Oxfam America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oxfam America, Inc.'s sponsor-wide assets grew 32.0%, from $32M to $42M.
Which Money Purchase plans are similar in size to Oxfam America Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Wellston Retirement Plan for Members of Ufcw District Union Local 1059 in MN ($20M, 445 participants).
Which Money Purchase plans cover a similar participant headcount to Oxfam America Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Grand View University Employees' Money Purchase Plan in IA (231 participants, $20M 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 237069110.

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.