Department of Labor filing

OXFORD DEVELOPMENT COMPANY

OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING P · For the plan year ended Dec 31, 2023

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Public filing 2023 · received Oct 15, 2024Verified current terms Not available

Plan at a glance

How good does the filing look?

51filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$2,451

Reported employer contributions per active participant.

Higher than about 68% of comparable plans
#People in the filing
134

Active participants reported for 2023.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$315 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 10% of comparable plans
Investment performance
Not available

Plan assets changed 13.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202351out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions68th percentileTypical peer $1,583 · based on 830 comparable plans
Lower reported administrative expense10th percentileTypical peer $131 · based on 850 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2023, OXFORD DEVELOPMENT COMPANY reported $328,487 in employer contributions across the plan and 134 active participants. That works out to $2,451 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy66%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 41.9%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 4.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context51/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$328,487
Participant contributions
$953,679
Other contributions
$6,990
Employer share of reported contributions
25.6%
Beginning assets
$28,193,927
Ending assets
$31,961,384
Ending net assets
$31,961,384
Ending liabilities
Not reported
Total income
$6,109,779
Total expenses
$2,342,322
Administrative expenses
$39,748
Participant loans
$200,443

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$4,216
2023
$2,451
Plan-paid administrative expenses per participant
2022
$328
2023
$315
Active participants
2022
126
2023
134
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2023$2,45113432M20241015135450NAL0028654177003
2022$4,21612628.2M20231013075411NAL0032703169003

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.6%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
251437289-002

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 1987
Industry
Real estate
Amended filing
Yes
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D3H

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Current plan terms

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Filing ACK_ID20241015135450NAL0028654177003
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗