Employers › Oxford Industries
Recordkeeping fees per participant · The Oxford Industries, Inc. Retirement Savings PLA · plan year 2024
$53.69
Higher than 38% of the 5,847 plans $50 to 250M that report it.
= $150,656 / 2,806
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250730082138NAL0004352785005, received 2025-07-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250730082138NAL0004352785005, received 2025-07-30
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-07-30.
Administrative expenses excluding investment management, per participant
$78.55
Higher than 40% of the 8,758 plans $50 to 250M that report it.
= $220,423 / 2,806
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250730082138NAL0004352785005, received 2025-07-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250730082138NAL0004352785005, received 2025-07-30
Administrative expenses per participant
$78.55
Higher than 27% of the 9,042 plans $50 to 250M that report it.
= $220,423 / 2,806
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250730082138NAL0004352785005, received 2025-07-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250730082138NAL0004352785005, received 2025-07-30
Administrative expenses as a share of assets
0.101%
Higher than 38% of the 9,049 plans $50 to 250M that report it.
= $220,423 / $218,440,883
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250730082138NAL0004352785005, received 2025-07-30
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250730082138NAL0004352785005, received 2025-07-30
Employer contributions per participant
$2,340
Higher than 41% of the 9,105 plans $50 to 250M that report it.
= $6,567,351 / 2,806
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250730082138NAL0004352785005, received 2025-07-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250730082138NAL0004352785005, received 2025-07-30
Employer share of total contributions
30.4%
Higher than 53% of the 9,112 plans $50 to 250M that report it.
= $6,567,351 / $21,578,080
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250730082138NAL0004352785005, received 2025-07-30
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250730082138NAL0004352785005, received 2025-07-30
Plan terms are described in Oxford Industries, Inc.'s SEC filings: Form 10-K filed 2026-03-27. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250730082138NAL0004352785005, received 2025-07-30
| Field | Value | Source |
|---|---|---|
| Plan sponsor | OXFORD INDUSTRIES, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250730082138NAL0004352785005, received 2025-07-30 |
| Plan name | THE OXFORD INDUSTRIES, INC. RETIREMENT SAVINGS PLA | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250730082138NAL0004352785005, received 2025-07-30 |
| Sponsor EIN / plan number | 58-0831862 / 004 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250730082138NAL0004352785005, received 2025-07-30 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250730082138NAL0004352785005, received 2025-07-30 |
| Sponsor location | ATLANTA, GA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250730082138NAL0004352785005, received 2025-07-30 |
| Industry (business code) | 315990, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250730082138NAL0004352785005, received 2025-07-30 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250730082138NAL0004352785005, received 2025-07-30 |
| Filing received | 2025-07-30 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250730082138NAL0004352785005, received 2025-07-30 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250730082138NAL0004352785005, received 2025-07-30 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250730082138NAL0004352785005, received 2025-07-30 |
| Participants, beginning of year | 7,620 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250730082138NAL0004352785005, received 2025-07-30 |
| Active participants | 6,797 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250730082138NAL0004352785005, received 2025-07-30 |
| Participants, end of year | 7,703 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250730082138NAL0004352785005, received 2025-07-30 |
| Participants with an account balance | 2,806 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250730082138NAL0004352785005, received 2025-07-30 |
| Total assets, beginning of year | $191,942,420 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250730082138NAL0004352785005, received 2025-07-30 |
| Total assets, end of year | $218,440,883 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250730082138NAL0004352785005, received 2025-07-30 |
| Net assets, end of year | $218,440,883 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250730082138NAL0004352785005, received 2025-07-30 |
| Total income | $48,849,344 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250730082138NAL0004352785005, received 2025-07-30 |
| Net income | $26,498,463 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250730082138NAL0004352785005, received 2025-07-30 |
| Employer contributions | $6,567,351 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250730082138NAL0004352785005, received 2025-07-30 |
| Participant contributions | $12,622,179 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250730082138NAL0004352785005, received 2025-07-30 |
| Other contributions (incl. rollovers) | $2,388,550 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250730082138NAL0004352785005, received 2025-07-30 |
| Total contributions | $21,578,080 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250730082138NAL0004352785005, received 2025-07-30 |
| Benefit payments | $22,130,458 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250730082138NAL0004352785005, received 2025-07-30 |
| Total expenses (incl. benefit payments) | $22,350,881 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250730082138NAL0004352785005, received 2025-07-30 |
| Total administrative expenses | $220,423 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250730082138NAL0004352785005, received 2025-07-30 |
| Contract administrator fees | $300 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250730082138NAL0004352785005, received 2025-07-30 |
| Recordkeeping fees | $150,656 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250730082138NAL0004352785005, received 2025-07-30 |
| Administrative expenses excluding investment management | $220,423 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250730082138NAL0004352785005, received 2025-07-30 |
| Held in common/collective trusts | $151,578,036 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250730082138NAL0004352785005, received 2025-07-30 |
| Held in mutual funds | $64,002,594 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250730082138NAL0004352785005, received 2025-07-30 |
| Independent auditor | FRAZIER & DEETER, LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250730082138NAL0004352785005, received 2025-07-30 |
Position = column in the DOL layout for form year 2024. Filing 20250730082138NAL0004352785005, received 2025-07-30.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees | $150,951 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250730082138NAL0004352785005, received 2025-07-30.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $191,942,420 | $218,440,883 | 13.8% |
| Participants with a balance | 2,891 | 2,806 | -2.9% |
| Administrative expenses | $230,796 | $220,423 | -4.5% |
| Recordkeeping fees per participant | $56.56 | $53.69 | -5.1% |
| Employer contributions | $6,278,519 | $6,567,351 | 4.6% |
Prior filing 20240801082132NAL0022719553001, received 2024-08-01; the plan years are contiguous.
Sponsor name as filed: OXFORD INDUSTRIES, INC.; SEC registrant: OXFORD INDUSTRIES INC (CIK 75288, matched by EIN; display name from the Form 10-K cover).