· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
OXFORD UNIVERSITY DEVELOPMENT NORTH AMERICA, INC — OXFORD UNIVERSITY DEVELOPMENT (NORTH AMERICA), INC. 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250415175211NAL0003702513001
OXFORD UNIVERSITY DEVELOPMENT NORTH AMERICA, INC
Form 5500-SF
FILING_RECEIVED
OXFORD UNIVERSITY DEVELOPMENT (NORTH AMERICA), INC. 403(B) PLAN
403(b) retirement plan
Active participants
14
Accounts w/ balance
32
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OXFORD UNIVERSITY DEVELOPMENT NORTH AMERICA, INC
.
Find decision makers
Plan sponsor
Name
OXFORD UNIVERSITY DEVELOPMENT NORTH AMERICA, INC
EIN
13-3497066
Address
500 FIFTH AVENUE, 32ND FLOOR · NEW YORK, NY · 10110
Phone
(212) 377-4909
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
UNITED WAY OF BERGEN COUNTY
UNITED WAY OF BERGEN COUNTY
$2.9M · 8 participants
STREAM AND WETLANDS FOUNDATION
STREAM AND WETLANDS FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST
$2.9M · 12 participants
NATIONAL CENTER FOR EMPLOYEE OWNERSHIP
NATIONAL CENTER FOR EMPLOYEE OWNERSHIP 401(K) PLAN
$2.9M · 22 participants
COORDINATING RESEARCH COUNCIL, INC.
COORDINATING RESEARCH COUNCIL, INC. EMPLOYEE BENEFIT PLAN
$2.9M · 7 participants
ATLANTA APARTMENT ASSOCIATION, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ATLANTA APARTMENT ASSOCIATION, INC. 401(K) PLAN
$2.9M · 14 participants
ATLANTA NEIGHBORHOOD DEVELOPMENT PARTNERSHIP, INC.
ATLANTA NEIGHBORHOOD DEVELOPMENT PARTNERSHIP, INC. 403(B) PLAN
$2.9M · 15 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
