401(k) · DOL Form 5500 · 2024
Oxbow Calcining LLC 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 136
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $215,617
- Avg per participant Above avg balance/head
Official DOL plan name: Oxbow Calcining LLC Employees' Retirement and Savings Plan · Sponsored by Oxbow Calcining LLC · Florida · Manufacturing
$29M in assets, 136 participants
Oxbow Calcining LLC's Oxbow Calcining LLC Employees' Retirement and Savings Plan reported $29M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #12,152 in Manufacturing (17,777 peers)
Coverage in Florida
Oxbow Calcining LLC Employees' Retirement and Savings Plan covers 136 participants in Florida, about 22% of the average Florida filer (state average ~628 per filing). Assets: $29M.
- #12,152
- in Manufacturing (17,777 peers)
- +39.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oxbow Calcining LLC Employees' Retirement and Savings Plan's outsized position by total assets
Oxbow Calcining LLC Employees' Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$29,323,974 Top 23% higher than 77% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Oxbow Calcining LLC Employees' Retirement and Savings 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. Oxbow Calcining LLC Employees' Retirement and Savings Plan sits mid-pack in the medium band (136 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oxbow Calcining LLC Employees' Retirement and Savings Plan reported net income fell from $2M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Oxbow Calcining LLC Employees' Retirement and Savings Plan end-of-year assets rose from $21M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- Oxbow Calcining LLC Employees' Retirement and Savings Plan reported participants rose from 132 in the plan year 2023 filing to 136 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 133637043 · Oxbow Calcining LLC PY 2024 · 401(k)
Oxbow Calcining LLC Employees' Retirement and Savings Plan · $29M · 136 · 77th
- SCH $29M
- SCH 136
- SCH 77th
- SCH 401(k)
- SCH near Digestive Care Center Retirement Plan
- SCH ind #12152
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 Manufacturing retirement plans → · Plans in Florida →
Oxbow Calcining LLC Employees' Retirement and Savings Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | -$1M |
| Employer EIN | 133637043 |
| Plan Effective Date | 1992-02-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oxbow Calcining LLC)
Sponsor-wide plan assets over time
All Oxbow Calcining LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $71M 4.356447691479098% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 314 | $68M |
| 2023 | 4 | 312 | $74M |
| 2024 | 3 | 335 | $71M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Oxbow Calcining LLC Employees' Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Digestive Care Center Retirement Plan in IN ($29M); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Digestive Care Center Retirement Plan (IN) $29M · 129
- Kamax Inc. 401(k) Savings Plan (MI) $29M · 490
- Whiting Swenson Employee's Savings Plan (IL) $29M · 124
- Ctl Engineering, Inc. 401(k) Profit Sharing Plan (OH) $29M · 226
Similar participant headcount
Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.
- Coretelligent LLC 401(k) Profit Sharing Plan and Trust (MA) 136 · 0 off
- Assertio Therapeutics, Inc. 401(k) Retirement Plan (IL) 136 · 0 off
- Edelstein & Company Profit Sharing Plan (MA) 136 · 0 off
- Patient Now LLC 401(k) Plan (CO) 136 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.