Other · DOL Form 5500 · 2022

The Cambridge School of Weston, Inc. Retirement Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
82
Participants Small participant base
81st
Percentile by assets National rank
$312,237
Avg per participant High balance/head
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Official DOL plan name: The Cambridge School of Weston Tda and DC Retirement Plan · Sponsored by The Cambridge School of Weston, Inc. · Massachusetts · Educational Services

$26M in assets, 82 participants

The Cambridge School of Weston, Inc.'s The Cambridge School of Weston Tda and DC Retirement Plan reported $26M in total assets and 82 participants in its 2022 DOL Form 5500 filing, ranking in the 81st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,639 in Educational Services (4,024 peers)

Where The Cambridge School of Weston Tda and DC Retirement Plan sits by assets

The Cambridge School of Weston Tda and DC Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 82 participants (~$312,237/participant), down 12.9% in 2022.

#2,639
in Educational Services (4,024 peers)
-12.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Cambridge School of Weston Tda and DC Retirement Plan's outsized position by total assets

The Cambridge School of Weston Tda and DC Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$25,603,441 Top 19% higher than 81% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Cambridge School of Weston Tda and DC Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Cambridge School of Weston Tda and DC Retirement Plan is a small filing (82 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 042103964 · The Cambridge School of Weston, Inc. PY 2022 · Other

The Cambridge School of Weston Tda and DC Retirement Plan · $26M · 82 · 81st

  • EOY $26M
  • 5500 82
  • ASSETS 81st
  • PCT Other
  • EIN near Retirement Plan of Mille Lacs Health System
  • RANK ind #2639

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Massachusetts →

The Cambridge School of Weston Tda and DC Retirement Plan in the asset neighbourhood

Jennie Stuart Medical Center 403(b) PlanJennie Stuart Medical Center…$26MHancock Physician Network 403(b) PlanHancock Physician Network 40…$26MRetirement Plan of Mille Lacs Health SystemRetirement Plan of Mille Lac…$26MThe Cambridge School of Weston Tda and DC Retirement PlanThe Cambridge School of West…$26MMote Marine Laboratory, Inc. Retirement PlanMote Marine Laboratory, Inc.…$25M
End-of-year total assets ($M) among The Cambridge School of Weston Tda and DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$26M
Net Income-$4M
Employer EIN042103964
Plan Effective Date1955-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Cambridge School of Weston, Inc.)

Sponsor-wide plan assets over time

All The Cambridge School of Weston, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 18.26575966878827% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $25.6M $30.3M ▲ +18.3%
Year Plans Participants Total Assets
2022 1 82 $26M
2023 1 92 $28M
2024 1 91 $30M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

The Cambridge School of Weston Tda and DC Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants The Cambridge School of Weston Tda and DC Retirement Plan, Total assets ($B): 0.025603441 · Participants: 82The Cambridge School of Weston Tda and DC Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
The Cambridge School of Weston Tda and DC Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare The Cambridge School of Weston Tda and DC Retirement Plan side-by-side with 3 peers →

The Cambridge School of Weston Tda and DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Retirement Plan of Mille Lacs Health System in MN ($26M); by covered participants it is Kuumba Community Health & Wellness Center, Inc. in VA (82 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (82 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Cambridge School of Weston Tda and DC Retirement Plan assets move in 2022? ▼
The Cambridge School of Weston Tda and DC Retirement Plan pulled back noticeably - down 12.9% during 2022, from $29M to $26M. Reported net income was -$4M.
How have The Cambridge School of Weston, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Cambridge School of Weston, Inc.'s sponsor-wide assets grew 18.3%, from $26M to $30M.
Where does The Cambridge School of Weston Tda and DC Retirement Plan rank by assets among Form 5500 filers? ▼
The Cambridge School of Weston Tda and DC Retirement Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Cambridge School of Weston Tda and DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Retirement Plan of Mille Lacs Health System in MN ($26M, 387 participants).
Which Other plans cover a similar participant headcount to The Cambridge School of Weston Tda and DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Kuumba Community Health & Wellness Center, Inc. in VA (82 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042103964.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.