401(k) · DOL Form 5500 · 2022
Cambridge Associates, LLC 401(k) Plan
Data updated 2026-08-11
- $260M
- Total assets
- 1,068
- Participants
- 96th
- Percentile by assets
- $243,252
- Avg per participant
Official DOL plan name: Cambridge Associates, LLC 401(k) Savings Plan & Trust · Sponsored by Cambridge Associates, LLC · Massachusetts · Finance & Insurance
$260M in assets, 1,068 participants
Cambridge Associates, LLC's Cambridge Associates, LLC 401(k) Savings Plan & Trust reported $260M in total assets and 1,068 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #8,690 in Finance & Insurance (9,261 peers)
Where Cambridge Associates, LLC 401(k) Savings Plan & Trust sits by assets
Cambridge Associates, LLC 401(k) Savings Plan & Trust sits in the top 5% of all filed plans by assets, $260M for 1,068 participants (~$243,252/participant), down 17.5% in 2022.
- $260M
- total plan assets (2022 EOY)
- 1,068
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $243,252
- avg assets per participant
The plan reported a net loss of $55M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cambridge Associates, LLC 401(k) Savings Plan & Trust vs the 2022 asset distribution
By assets, Cambridge Associates, LLC 401(k) Savings Plan & Trust outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $315M |
|---|---|
| Net Assets (End of Year) | $260M |
| Net Income | -$55M |
| Employer EIN | 043515240 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cambridge Associates, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,068 | $260M |
| 2023 | 1 | 1,187 | $318M |
| 2024 | 1 | 1,155 | $366M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Cambridge Associates, LLC 401(k) Savings Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Cambridge Associates, LLC 401(k) Savings Plan & Trust by total assets, not by location.
- Alsco 401(k) Savings Plan (UT) $260M · 4,049
- Valvoline 401(k) Plan (KY) $260M · 9,763
- The Oregon Clinic, P.C. Retirement Plan (OR) $260M · 1,169
- Tempur Sealy 401(k) Retirement Plan (KY) $260M · 5,231
Frequently Asked Questions
How did Cambridge Associates, LLC 401(k) Savings Plan & Trust assets move in 2022? ▼
How have Cambridge Associates, LLC plan assets changed over time? ▼
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Next read for Cambridge Associates, LLC 401(k) Savings…
Scale reading
Ways to act on Cambridge Associates, LLC 401(k) Savings Plan & Trust's numbers.
- By total assets, Cambridge Associates, LLC 401(k) Savings Plan & Trust ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Cambridge Associates, LLC's sponsor-wide assets have grown 41.0% since 2022 across 3 plan years on file. More Finance & Insurance plans