401(k) · DOL Form 5500 · 2024

Oxford Economics USA, Inc. and Tourism Economics, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 123
Participants Small participant base: 64th
Percentile by assets National rank: $116,833
Avg per participant Below avg balance/head

Official DOL plan name: Oxford Economics USA, Inc. and Tourism Economics, LLC 401(k) Plan · Sponsored by Oxford Economics USA, Inc. and Tourism Economics, LLC · New York · Professional & Technical Services

$14M in assets, 123 participants

Oxford Economics USA, Inc. and Tourism Economics, LLC's Oxford Economics USA, Inc. and Tourism Economics, LLC 401(k) Plan reported $14M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

#12,622 in Professional & Technical Services (20,173 peers)

Coverage in New York

Oxford Economics USA, Inc. and Tourism Economics, LLC 401(k) Plan covers 123 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $14M.

#12,622
in Professional & Technical Services (20,173 peers): +24.2%
assets growth YoY

Oxford Economics USA, Inc. and Tourism Economics, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Oxford Economics USA, Inc. and Tourism Economics, LLC 401(k) Plan vs every filed plan by assets

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

$14,370,409 Top 36% higher than 64% 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

Oxford Economics USA, Inc. and Tourism Economics, LLC 401(k) 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. Oxford Economics USA, Inc. and Tourism Economics, LLC 401(k) Plan sits mid-pack in the medium band (123 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Form 5500 schedule snapshot

Filing strip 232620656 · Oxford Economics USA, Inc. and Tourism Economics, LLC PY 2024 · 401(k)

Oxford Economics USA, Inc. and Tourism Economics, LLC 401(k) Plan · $14M · 123 · 64th

IND $14M
EOY 123
5500 64th
ASSETS 401(k)
PCT near Power Distributors, LLC 401(k) Profit Sharing Plan
EIN ind #12622

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 Professional & Technical Services retirement plans → · Plans in New York →

End-of-year total assets ($M) among Oxford Economics USA, Inc. and Tourism Economics, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)	$12M
Net Assets (End of Year)	$14M
Net Income	$3M
Employer EIN	232620656
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Oxford Economics USA, Inc. and Tourism Economics, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Oxford Economics USA, Inc. and Tourism Economics, LLC 401(k) Plan side-by-side with 3 peers →

Oxford Economics USA, Inc. and Tourism Economics, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Power Distributors, LLC 401(k) Profit Sharing Plan in OH ($14M); by covered participants it is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Power Distributors, LLC 401(k) Profit Sharing Plan (OH) $14M · 238
Mom's 401(k) Plan (MD) $14M · 947
Allan Industries, Inc. 401(k) Profit Sharing (NJ) $14M · 810
Taco Aloha, Inc. 401(k) Plan (HI) $14M · 840

Similar participant headcount

Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.

Clark's Termite & Pest Control 401(k) Plan (NJ) 123 · 0 off
App Annie 401(k) Plan (CA) 123 · 0 off
Valley Chrome Plating, Inc. 401(k) Plan (CA) 123 · 0 off
Atg Retirement Savings Plan (FL) 123 · 0 off

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 Economics USA, Inc. and Tourism Economics, LLC 401(k) Plan assets move in 2024? ▼

Oxford Economics USA, Inc. and Tourism Economics, LLC 401(k) Plan grew sharply - up 24.2% during 2024, from $12M to $14M. Reported net income was $3M.

Which 401(k) plans are similar in size to Oxford Economics USA, Inc. and Tourism Economics, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Power Distributors, LLC 401(k) Profit Sharing Plan in OH ($14M, 238 participants).

Which 401(k) plans cover a similar participant headcount to Oxford Economics USA, Inc. and Tourism Economics, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants, $2M 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 232620656.