Plan5500

Oxford, MA Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Oxford, MA has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $311,776,304 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
5
Latest filing year
2023

What stands out in Oxford

  • 7 loaded plans hold $311.8M in reported assets across 5 sponsors.
  • The largest, Ipg Photonics Corporation 401(K) Retirement Plan, holds 82% of reported Oxford plan assets.
  • Plans cover 5,749 participants — about 821 per plan.
  • 57% of loaded plans report full Schedule H/I financial statements.
  • 29% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$302.7MSummed across loaded plans$302,690,434
Total reported assets$311.8M$311,776,304
Total reported participants5.7K5,749
Total reported liabilities$9.1M$9,092,072

Reported net position

Reported assets = net assets + liabilities (summed)$311.8M total assets
Net assets$302.7MLiabilities$9.1M
Contributions & income
Employer contributions$10M
Participant contributions$19.7M
Total income / additions$74.9M
Expenses & distributions
Benefits paid / distributions$25.9M
Total expenses$26.2M
Net increase / (decrease)$48.7M

Data coverage

Plans with financial statements4 / 7 (57%)
Plans with provider compensation2 / 7 (29%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Oxford, MA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Oxford market comparison

Largest plan share of assets82%Ipg Photonics Corporation 401(K) Retirement Plan
Participants per plan821Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Oxford

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Ipg Photonics Corporation 401(K) Retirement Plan$255.2M
    Ipg Photonics Corporation · 2023
  2. 2
    Wilson Language Training Corporation 401(K) Retirement Plan$51.8M
    Wilson Language Training Corporation · 2023
  3. 3
    Swissturn/Usa, Inc. Employee Stock Ownership Plan$4.7M
    Swissturn/Usa, Inc. · 2023
  4. 4
    Butelr Rv Services Corporation$0
    Butler Rv Services Corporation · 2023
  5. 5
    Hometown Bank Hra Plannot reported in the loaded dataset
    Hometown Bank · 2023
  6. 6
    Wilson Language Training Corporation Employee Benefits Plannot reported in the loaded dataset
    Wilson Language Training Corporation · 2023
  7. 7
    Ipg Photonics Corporation Welfare Benefits Plannot reported in the loaded dataset
    Ipg Photonics Corporation · 2023

Largest plans in Oxford → · Oxford plans by participants → · Oxford plans with financial data → · Oxford plans with provider compensation → · $1B+ plans in Oxford →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Oxford, MA?
7 plan(s) reported by 5 sponsor(s) are loaded for Oxford, MA.

Related Form 5500 pages