Other · DOL Form 5500 · 2024

Kingswood Oxford School Retirement Plan

Data updated 2026-08-11

$35M
Total assets
203
Participants
80th
Percentile by assets
$173,589
Avg per participant
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Official DOL plan name: Kingswood Oxford School, Inc. Tax Deferred Annuity Plan · Sponsored by Kingswood Oxford School · Connecticut · Educational Services

$35M in assets, 203 participants

Kingswood Oxford School's Kingswood Oxford School, Inc. Tax Deferred Annuity Plan reported $35M in total assets and 203 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • 80th percentile by assets (of 123,622 plans)
  • #2,370 in Educational Services (3,638 peers)

Coverage in Connecticut

Kingswood Oxford School, Inc. Tax Deferred Annuity Plan covers 203 participants in Connecticut, about 28% of the average Connecticut filer (state average ~718 per filing). Assets: $35M.

$35M
total plan assets (2024 EOY)
203
covered participants
80th
percentile by assets (of 123,622 plans)
$173,589
avg assets per participant

Where Kingswood Oxford School, Inc. Tax Deferred Annuity Plan sits by total assets

Kingswood Oxford School, Inc. Tax Deferred Annuity Plan vs every filed plan by assets

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

$35,238,609 Top 20% higher than 80% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kingswood Oxford School, Inc. Tax Deferred Annuity Plan end-of-year assets rose from $31M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Kingswood Oxford School, Inc. Tax Deferred Annuity Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Kingswood Oxford School, Inc. Tax Deferred Annuity Plan reported participants fell from 209 in the plan year 2023 filing to 203 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Connecticut
Industry
Educational Services

Participants vs Connecticut filers

In Connecticut, the average filing covers about 718 participants across 1,906 plans. Kingswood Oxford School, Inc. Tax Deferred Annuity Plan reports 203 participants - about 28% of that state average ($35M EOY assets).

Connecticut filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$35M
Net Income$4M
Employer EIN060646688
Plan Effective Date1990-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kingswood Oxford School)

$25M$30M$35M$40M 202220232024 $26.4M $35.2M ▲ +33.5%
Total plan assets by year, all Kingswood Oxford School plans on file
Year Plans Participants Total Assets
2022 1 205 $26M
2023 1 209 $31M
2024 1 203 $35M

Nearby Other Plans in Connecticut

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

Kingswood Oxford School, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246810 Total assets ($B) Participants Kingswood Oxford Sch…, Total assets ($B): 0.035238609 · Participants: 203Kingswood Oxford Sch…Yale University Reti…, Total assets ($B): 8.343162149 · Participants: 13197Yale University Reti…Yale-New Haven Hospi…, Total assets ($B): 2.311493523 · Participants: 22447Yale-New Haven Hospi…Yale University Tax-…, Total assets ($B): 0.873939522 · Participants: 20269Yale University Tax-…Nuvance Health 403(b…, Total assets ($B): 0.746080453 · Participants: 2323Nuvance Health 403(b…Wesleyan University …, Total assets ($B): 0.688145628 · Participants: 1714Wesleyan University …
Kingswood Oxford School, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Kingswood Oxford School, Inc. Tax Deferr… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Kingswood Oxford School, Inc. Tax Deferred Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Kingswood Oxford School, Inc. Tax Deferred Annuity Plan assets move in 2024? ▼
Kingswood Oxford School, Inc. Tax Deferred Annuity Plan grew at a solid clip - up 13.6% during 2024, from $31M to $35M. Reported net income was $4M.
How have Kingswood Oxford School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kingswood Oxford School's sponsor-wide assets grew 33.5%, from $26M to $35M.
Where does Kingswood Oxford School, Inc. Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Kingswood Oxford School, Inc. Tax Deferred Annuity Plan ranks in the 80th 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 Other plans are similar in size to Kingswood Oxford School, Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Lawrence Academy Retirement Plan in MA ($35M, 147 participants).

Next read for Kingswood Oxford School, Inc. Tax Deferr…

Filing takeaways

Ways to act on Kingswood Oxford School, Inc. Tax Deferred Annuity Plan's numbers.

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 060646688.

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.