401(k) · DOL Form 5500 · 2024

Oxford Capital Group, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
1,446
Participants Near avg headcount
65th
Percentile by assets National rank
$10,700
Avg per participant Low balance/head
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Official DOL plan name: Oxford Capital Group 401(k) Profit Sharing Plan · Sponsored by Oxford Capital Group, LLC · Illinois · Food Services & Accommodation

$15M in assets, 1,446 participants

Oxford Capital Group, LLC's Oxford Capital Group 401(k) Profit Sharing Plan reported $15M in total assets and 1,446 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,271 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Oxford Capital Group 401(k) Profit Sharing Plan ranks #3,271 of 3,672 2024 filers by assets (126% of the sector average)-$15M for 1,446 participants.

#3,271
in Food Services & Accommodation (3,672 peers)
+35.0%
assets growth YoY

Oxford Capital Group 401(k) Profit Sharing Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Oxford Capital Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,471,676 Top 35% higher than 65% 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 Capital Group 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oxford Capital Group 401(k) Profit Sharing Plan lands in the large band (1,446 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oxford Capital Group 401(k) Profit Sharing Plan reported participants rose from 802 in the plan year 2023 filing to 1,446 in the plan year 2024 filing.
  • Oxford Capital Group 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Oxford Capital Group 401(k) Profit Sharing Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 204187600 · Oxford Capital Group, LLC PY 2024 · 401(k)

Oxford Capital Group 401(k) Profit Sharing Plan · $15M · 1,446 · 65th

  • VS-ST $15M
  • VS-ST 1,446
  • VS-ST 65th
  • VS-ST 401(k)
  • VS-ST near Pleasureland Inc. Profit Sharing Plan
  • VS-ST ind #3271

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 Food Services & Accommodation retirement plans → · Plans in Illinois →

Oxford Capital Group 401(k) Profit Sharing Plan in the asset neighbourhood

Oxford Capital Group 401(k) Profit Sharing PlanOxford Capital Group 401(k) …$15MPleasureland Inc. Profit Sharing PlanPleasureland Inc. Profit Sha…$15MMandel Group, Inc. Salary Savings 401(k) PlanMandel Group, Inc. Salary Sa…$15MWm. B. Morse Lumber Co. Retirement Savings PlanWm. B. Morse Lumber Co. Reti…$15MJako Enterprises, LLC 401(k) Profit Sharing PlanJako Enterprises, LLC 401(k)…$15M
End-of-year total assets ($M) among Oxford Capital Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$15M
Net Income$4M
Employer EIN204187600
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oxford Capital Group, LLC)

Sponsor-wide plan assets over time

All Oxford Capital Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 212.99338152410252% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $4.94M $15.5M ▲ +213.2%
Year Plans Participants Total Assets
2022 1 667 $5M
2023 1 802 $11M
2024 1 1,446 $15M

Nearby 401(k) Plans in Illinois

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

Oxford Capital Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Oxford Capital Group 401(k) Profit Sharing Plan, Total assets ($B): 0.015471676 · Participants: 1446Oxford Capital Group 401(k) Profit Sharing PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Oxford Capital Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Oxford Capital Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Pleasureland Inc. Profit Sharing Plan in MN ($15M); by covered participants it is Bremer 401(k) Plan in MN (1,446 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,446 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 Capital Group 401(k) Profit Sharing Plan assets move in 2024? ▼
Oxford Capital Group 401(k) Profit Sharing Plan surged - up 35.0% during 2024, from $11M to $15M. Reported net income was $4M.
How have Oxford Capital Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oxford Capital Group, LLC's sponsor-wide assets grew 213.0%, from $5M to $15M.
Which 401(k) plans are similar in size to Oxford Capital Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pleasureland Inc. Profit Sharing Plan in MN ($15M, 252 participants).
Which 401(k) plans cover a similar participant headcount to Oxford Capital Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bremer 401(k) Plan in MN (1,446 participants, $346M 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 204187600.

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.