How big is The Oxford Area Foundation's plan?

The Oxford Area Foundation's plan reported $105K in assets and 8 participants for 2025.

Original filing (PDF)20260522165119NAL0007090674001

The Oxford Area Foundation

Name: The Oxford Area Foundation — Form 5500 (2025)
Creator: The Oxford Area Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · The Oxford Area Foundation held $105K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$105K

Net assets (EOY)

$105K

People on this filing

Nancy SAPP signed The Oxford Area Foundation's 2025 Form 5500 as plan administrator.

Nancy SAPP — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Oxford Area Foundation's EIN is 20-1060782.

EIN 20-1060782

Plan number 001

Plan year 2025

ACK ID 20260522165119NAL0007090674001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Oxford Area Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Oxford Area Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE OXFORD AREA FOUNDATION.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

THE OXFORD AREA FOUNDATION

EIN

all filings

Address

PO BOX 341 · OXFORD, PA · 19363

Phone

(610) 932-4627

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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