401(k) · DOL Form 5500 · 2024

Oxford I Asset Management USA Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
78
Participants Small participant base
56th
Percentile by assets National rank
$131,829
Avg per participant Near avg balance/head
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Official DOL plan name: Omers 401(k) Plan · Sponsored by Oxford I Asset Management USA Inc. · New York · Finance & Insurance

$10M in assets, 78 participants

Oxford I Asset Management USA Inc.'s Omers 401(k) Plan reported $10M in total assets and 78 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,433 in Finance & Insurance (8,549 peers)

Oxford I Asset Management USA Inc. multi-year trail

Oxford I Asset Management USA Inc.'s plans moved +31.7% in assets from 2022 to 2024; this filing shows Omers 401(k) Plan at $10M / 78 participants.

#3,433
in Finance & Insurance (8,549 peers)
+9.0%
assets growth YoY

Omers 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Omers 401(k) Plan vs every filed plan by assets

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

$10,282,682 Top 44% higher than 56% 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

Omers 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Omers 401(k) Plan is a small filing (78 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Omers 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $851K in the plan year 2024 filing.
  • Omers 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Omers 401(k) Plan reported participants rose from 73 in the plan year 2023 filing to 78 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 262967741 · Oxford I Asset Management USA Inc. PY 2024 · 401(k)

Omers 401(k) Plan · $10M · 78 · 56th

  • SCH $10M
  • SCH 78
  • SCH 56th
  • SCH 401(k)
  • SCH near Illumis Inc 401(k) Profit Sharing Plan & Trust
  • SCH ind #3433

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 New York →

Omers 401(k) Plan in the asset neighbourhood

Omers 401(k) Plan$10MIllumis Inc 401(k) Profit Sharing Plan & TrustIllumis Inc 401(k) Profit Sh…$10MLimolink, Inc. 401(k) Plan$10MAir General, Inc. 401(k) Profit Sharing PlanAir General, Inc. 401(k) Pro…$10MMays Housecall Home Health Inc 401(k) Profit Sharing PlanMays Housecall Home Health I…$10M
End-of-year total assets ($M) among Omers 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oxford I Asset Management USA Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Oxford I Asset Management USA Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 31.674774889101258% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.81M $10.3M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 68 $8M
2023 1 73 $9M
2024 1 78 $10M

Oxford I Asset Management USA Inc. filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$851K
Employer EIN262967741
Plan Effective Date2015-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Omers 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Omers 401(k) Plan, Total assets ($B): 0.010282682 · Participants: 78Omers 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Omers 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Omers 401(k) Plan side-by-side with 3 peers →

Omers 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Illumis Inc 401(k) Profit Sharing Plan & Trust in SC ($10M); by covered participants it is Altro USA, Inc. Retirement Plan in MA (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 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 Omers 401(k) Plan assets move in 2024? ▼
Omers 401(k) Plan grew at a solid clip - up 9.0% during 2024, from $9M to $10M. Reported net income was $851K.
How have Oxford I Asset Management USA Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oxford I Asset Management USA Inc.'s sponsor-wide assets grew 31.7%, from $8M to $10M.
Which 401(k) plans are similar in size to Omers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Illumis Inc 401(k) Profit Sharing Plan & Trust in SC ($10M, 53 participants).
Which 401(k) plans cover a similar participant headcount to Omers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Altro USA, Inc. Retirement Plan in MA (78 participants, $12M 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 262967741.

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.