Plan Ledger DOL Form 5500 · updated monthly

Oxford Instruments Holdings 2013, Inc.401(k)

OXFORD INSTRUMENTS 401(K) PLAN · CONCORD, MA · plan year 2025

Reported admin expense ratio · 2025
0.26%

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

Oxford Instruments Holdings 2013, Inc. reported $155,299 in plan administrative expenses for 2025: 0.26% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,165 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 fell from 0.27% to 0.26%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other management of companies employers. By assets it is the 583rd-largest of 2,726 plans among Massachusetts employers on file, and the 251st of 786 in management of companies. In 2025, employees put in $2.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$63,841,028
Participants with balances496
Active participants292
Employer contributions$1,508,117
Employee contributions$3,749,746
Employer contribution per active participant$5,165
Average account balance$128,712
Benefits paid to participants$7,606,534
Plan auditUnmodified (clean) audit opinion
AuditorCARON AND BLETZER PLLC
Plan history4
Yearassets · accounts · employer contribution
2025$63.8M · 496 accts · $1.5M emplr
2024$56.9M · 527 accts · $1.1M emplr
2023$53.1M · 519 accts · $1.0M emplr
2022$49.0M · 484 accts · $878K emplr
The Oxford Instruments Holdings 2013, Inc. 401(k) match · 2025
Employer contribution per active participant$5,165
Median for plans this size$4,093
2025$5,165 per active participant
2024$4,017 per active participant
2023$3,228 per active participant
2022$3,092 per active participant

Oxford Instruments Holdings 2013, Inc.'s 2025 employer contribution ran above the $4,093 median for plans its size. 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
OSAIC WELATH INC · Investment advisory (plan)$47,479
THE ANGELL PENSION GROUP, INC. · Plan administrator$14,267
EMPOWER ADVISORY GROUP, LLC · Investment management$5,870

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

Administrative cost history4
2025$155,299 · 0.26%
2024$161,159 · 0.29%
2023$143,368 · 0.28%
2022$152,797 · 0.27%
Similar plansManagement of Companies · Massachusetts
Crane Nxt, Co. MA$373.2M · 0.09%
Brightsphere Inc. MA$320.2M · 0.02%
Ledvance LLC MA$186.2M · 0.40%
Fs Brands, Inc. MA$124.8M · 0.33%
Belmont Capital LLC MA$42.2M · 0.43%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 800906730 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.