Plan Ledger DOL Form 5500 · updated monthly

Oxfam America, Inc.403(b)

OXFAM AMERICA 403(B) PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.36%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Oxfam America, Inc. reported $75,986 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,196th-largest of 2,726 plans among Massachusetts employers on file, and the 3,359th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$22,842,148
Participants with balances284
Active participants227
Employer contributions$0
Employee contributions$1,761,528
Employer contribution per active participant$0
Average account balance$80,430
Benefits paid to participants$1,147,194
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.8M · 284 accts
2023$19.6M · 298 accts
2022$16.8M · 247 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,986
Investment management$19,000
Total administrative$75,986
Employer contributions to the Oxfam America, Inc. plan · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Oxfam America, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$56,698
LION STREET ADVISORS, LLC · Consulting$19,000
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$75,986 · 0.36%
2023$67,708 · 0.37%
2022$65,384 · 0.35%
All plans at this employer2
OXFAM AMERICA RETIREMENT PLANMoney purchase plan
OXFAM AMERICA 403(B) PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Massachusetts
Lcb Senior Living, LLC MA$23.2M · 1.24%
Umass Memorial Health MA$23.2M · 0.27%
Greater Boston Urology, LLC MA$21.7M · 0.16%
Myorthos Holdings, LLC MA$21.6M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237069110 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.