Plan5500

Oxford Healthcare Management, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Oxford Healthcare Management, Inc.)

Plain-English plan 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 Healthcare Management, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Oxford Healthcare Management, Inc. under EIN 20-1721311 and plan number 001. The latest loaded filing year is 2023. The filing reports 679 participants and $8,927,568 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.9MPlan net assets, end of year$8,919,524
Participants679Covered participants reported
Assets / participant$13.1KComputed: assets ÷ participants$13,148 (computed)
Provider compensation$31.5K2 Schedule C provider row(s)$31,463
Plan sponsor
Oxford Healthcare Management, Inc.
EIN
20-1721311
Plan number
001
Plan type
2
Location
Oxford, MS
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    679 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$8.9M total assets
Net assets$8.9MLiabilities$8K
Money in vs. money out
Total income / additions$2M
Total expenses$682.2K
Benefits paid / distributions$654.4K
Contributions
Employer$253K
Participant$674.7K
Full reported line items

Net assets

Total assets (EOY)
$8,927,568
Total liabilities (EOY)
$8,044
Net assets (EOY)
$8,919,524
Net assets (BOY)
$7,588,058

Income & contributions

Employer contributions
$252,961
Participant contributions
$674,696
Total contributions
$929,381
Total income / additions
$2,013,697

Expenses & distributions

Benefits paid
$654,426
Administrative expenses
$27,805
Total expenses
$682,231
Net increase / (decrease)
$1,331,466
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 27%Participant 73%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Cbiz Investment Advisory Services$24.2K
    SERVICE PROVIDER · Direct $2 · Indirect $24.2K
  2. 2
    Cbiz Benefits And Insurance Service$7.3K
    THIRD PARTY ADMINISTRATO · Direct $0 · Indirect $7.3K

What to inspect next

Frequently asked questions

Who sponsors the Oxford Healthcare Management, Inc. 401(K) Retirement Savings Plan?
Oxford Healthcare Management, Inc. 401(K) Retirement Savings Plan is reported as sponsored by Oxford Healthcare Management, Inc. (EIN 20-1721311, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Oxford Healthcare Management, Inc. 401(K) Retirement Savings Plan?
The latest Form 5500 filing year loaded for Oxford Healthcare Management, Inc. 401(K) Retirement Savings Plan is 2023.
How many participants does Oxford Healthcare Management, Inc. 401(K) Retirement Savings Plan report?
Oxford Healthcare Management, Inc. 401(K) Retirement Savings Plan reports 679 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Oxford Healthcare Management, Inc. 401(K) Retirement Savings Plan?
Oxford Healthcare Management, Inc. 401(K) Retirement Savings Plan reports $8,927,568 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages