401(k) · DOL Form 5500 · 2024

Oxbow Carbon LLC 401(k) Plan

Data updated 2026-08-25

$177M
Total assets Near avg plan size
291
Participants Below avg headcount
94th
Percentile by assets National rank
$609,014
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Oxbow Affiliated Companies Retirement Plan · Sponsored by Oxbow Carbon LLC · Florida · Professional & Technical Services

$177M in assets, 291 participants

Oxbow Carbon LLC's Oxbow Affiliated Companies Retirement Plan reported $177M in total assets and 291 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,133 in Professional & Technical Services (20,173 peers)

Coverage in Florida

Oxbow Affiliated Companies Retirement Plan covers 291 participants in Florida, about 46% of the average Florida filer (state average ~628 per filing). Assets: $177M.

#19,133
in Professional & Technical Services (20,173 peers)
+16.8%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Oxbow Affiliated Companies Retirement Plan's outsized position by total assets

Oxbow Affiliated Companies Retirement Plan vs every filed plan by assets

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

$177,222,942 Top 6% higher than 94% 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

Oxbow Affiliated Companies Retirement 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 Affiliated Companies Retirement Plan sits mid-pack in the medium band (291 participants).

DOL schedule card

Filing strip 208709417 · Oxbow Carbon LLC PY 2024 · 401(k)

Oxbow Affiliated Companies Retirement Plan · $177M · 291 · 94th

  • NET $177M
  • BOOK 291
  • VS-ST 94th
  • BOY 401(k)
  • SCH near Michigan State University Federal Credit Union
  • EBSA ind #19133

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 Florida →

Oxbow Affiliated Companies Retirement Plan in the asset neighbourhood

Iacna Retirement Savings ProgramIacna Retirement Savings Pro…$177MOxbow Affiliated Companies Retirement PlanOxbow Affiliated Companies R…$177MMichigan State University Federal Credit UnionMichigan State University Fe…$177MFidelity & Guaranty Life 401(k) PlanFidelity & Guaranty Life 401…$177MComputacenter 401(k) Plan$177M
End-of-year total assets ($M) among Oxbow Affiliated Companies Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$152M
Net Assets (End of Year)$177M
Net Income$25M
Employer EIN208709417
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Oxbow Affiliated Companies Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Oxbow Affiliated Companies Retirement Plan, Total assets ($B): 0.177222942 · Participants: 291Oxbow Affiliated Companies Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Oxbow Affiliated Companies Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Oxbow Affiliated Companies Retirement Plan side-by-side with 3 peers →

Oxbow Affiliated Companies Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Michigan State University Federal Credit Union in MI ($177M); by covered participants it is Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust in AZ (291 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($177M here).

Similar participant headcount

Nearest other-state filings by covered participants (291 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 Oxbow Affiliated Companies Retirement Plan assets move in 2024? ▼
Oxbow Affiliated Companies Retirement Plan grew sharply - up 16.8% during 2024, from $152M to $177M. Reported net income was $25M.
Where does Oxbow Affiliated Companies Retirement Plan rank by assets among Form 5500 filers? ▼
Oxbow Affiliated Companies Retirement Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Oxbow Affiliated Companies Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Michigan State University Federal Credit Union in MI ($177M, 1,372 participants).
Which 401(k) plans cover a similar participant headcount to Oxbow Affiliated Companies Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Palo Verde Hematology Oncology 401(k) Profit Sharing Plan & Trust in AZ (291 participants, $16M 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 208709417.

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.