Other · DOL Form 5500 · 2024
The Chancellor, Masters and Scholars of the University of Oxford Retirement Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 289
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $101,962
- Avg per participant Below avg balance/head
Official DOL plan name: Oup USA Thrift Plan · Sponsored by The Chancellor, Masters and Scholars of the University of Oxford · New York · Educational Services
$29M in assets, 289 participants
The Chancellor, Masters and Scholars of the University of Oxford's Oup USA Thrift Plan reported $29M in total assets and 289 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.
- #2,238 in Educational Services (3,638 peers)
Coverage in New York
Oup USA Thrift Plan covers 289 participants in New York, about 36% of the average New York filer (state average ~798 per filing). Assets: $29M.
- #2,238
- in Educational Services (3,638 peers)
- -12.9%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oup USA Thrift Plan's outsized position by total assets
Oup USA Thrift Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$29,467,043 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
Oup USA Thrift 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. Oup USA Thrift Plan sits mid-pack in the medium band (289 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oup USA Thrift Plan reported net income fell from $448K in the plan year 2023 filing to -$4M in the plan year 2024 filing.
- Oup USA Thrift Plan end-of-year assets fell from $34M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- Oup USA Thrift Plan reported participants fell from 314 in the plan year 2023 filing to 289 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 986001062 · The Chancellor, Masters and Scholars of the University of Oxford PY 2024 · Other
Oup USA Thrift Plan · $29M · 289 · 77th
- EOY $29M
- 5500 289
- ASSETS 77th
- PCT Other
- EIN near Culver-Stockton College Defined Contribution Retirement Plan
- RANK ind #2238
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 Educational Services retirement plans → · Plans in New York →
Oup USA Thrift Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | -$4M |
| Employer EIN | 986001062 |
| Plan Effective Date | 1966-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Chancellor, Masters and Scholars of the University of Oxford)
Sponsor-wide plan assets over time
All The Chancellor, Masters and Scholars of the University of Oxford plans reported in each filing year
- Latest sponsor-wide plan assets
- $163M 10.365916336018003% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,318 | $148M |
| 2023 | 3 | 1,239 | $164M |
| 2024 | 3 | 1,164 | $163M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Oup USA Thrift Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Culver-Stockton College Defined Contribution Retirement Plan in MO ($29M); by covered participants it is Shenandoah Valley Medical System Inc. Retirement Plan in WV (289 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
Similar participant headcount
Nearest other-state filings by covered participants (289 participants); asset peers above are excluded.
- Shenandoah Valley Medical System Inc. Retirement Plan (WV) 289 · 0 off
- Westminster College 403(b) Retirement Account (MO) 289 · 0 off
- The Institute for the International Education of Students 403(b) Defined Contribution Retirement Plan (IL) 289 · 0 off
- Samuel U. Rodgers Health Center 403(b) Plan (MO) 289 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.