Plan Ledger DOL Form 5500 · updated monthly

Oxford Street Education401(k)

OXFORD STREET EDUCATION 401(K) PLAN · WELLESLEY, MA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Oxford Street Education reported $2,839 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $888 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Massachusetts (2,613th of 2,726), and 10,475th of 11,911 in health care & social assistance. In 2024, employees put in $3.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,492,067
Participants with balances164
Active participants111
Employer contributions$98,575
Employee contributions$347,078
Employer contribution per active participant$888
Average account balance$9,098
Benefits paid to participants$170,513
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,932
Investment management$907
Total administrative$2,839
The Oxford Street Education 401(k) match · 2024
Employer contribution per active participant$888
Median for plans this size$1,313

Oxford Street Education's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2024$2,839 · 0.25%
Similar plansHealth Care & Social Assistance · Massachusetts
Attentive Home Care, Inc. MA$1.6M · 0.97%
Celtic Angels, Inc. MA$1.5M · 0.76%
Best of Care, Inc. MA$1.5M · 0.01%
Privatus Care Solutions MA$1.4M · 0.15%
Ei US LLC dba Learn Well MA$1.4M · 0.82%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 822339648 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.