401(k) · DOL Form 5500 · 2022

Cambridge Associates, LLC 401(k) Plan

Data updated 2026-08-25

$260M
Total assets Near avg plan size
1,068
Participants Near avg headcount
96th
Percentile by assets National rank
$243,252
Avg per participant Above avg balance/head
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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.

  • #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.

#8,690
in Finance & Insurance (9,261 peers)
-17.5%
assets change YoY
2.6×
vs typical plan assets (national mean)

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's outsized position by total assets

Cambridge Associates, LLC 401(k) Savings Plan & Trust vs every filed plan by assets

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

$259,792,822 Top 4% higher than 96% 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

Cambridge Associates, LLC 401(k) Savings Plan & Trust's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cambridge Associates, LLC 401(k) Savings Plan & Trust lands in the large band (1,068 participants).

Form 5500 schedule snapshot

Filing strip 043515240 · Cambridge Associates, LLC PY 2022 · 401(k)

Cambridge Associates, LLC 401(k) Savings Plan & Trust · $260M · 1,068 · 96th

  • BOY $260M
  • BOY 1,068
  • BOY 96th
  • BOY 401(k)
  • BOY near Alsco 401(k) Savings Plan
  • BOY ind #8690

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Cambridge Associates, LLC 401(k) Savings Plan & Trust in the asset neighbourhood

Tempur Sealy 401(k) Retirement PlanTempur Sealy 401(k) Retireme…$260MValvoline 401(k) Plan$260MCambridge Associates, LLC 401(k) Savings Plan & TrustCambridge Associates, LLC 40…$260MAlsco 401(k) Savings Plan$260MThe Oregon Clinic, P.C. Retirement PlanThe Oregon Clinic, P.C. Reti…$260M
End-of-year total assets ($M) among Cambridge Associates, LLC 401(k) Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$315M
Net Assets (End of Year)$260M
Net Income-$55M
Employer EIN043515240
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cambridge Associates, LLC)

Sponsor-wide plan assets over time

All Cambridge Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$366M 41.03301784065458% vs 2022
2024 filing year
$200M$250M$300M$350M$400M 202220232024 $260M $366M ▲ +41.0%
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 Scatter plot of 6 data points. -200000200004000060000 -50510152025 Total assets ($B) Participants Cambridge Associates, LLC 401(k) Savings Plan & Trust, Total assets ($B): 0.259792822 · Participants: 1068Cambridge Associates, LLC 401(k) Savings Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Cambridge Associates, LLC 401(k) Savings Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Cambridge Associates, LLC 401(k) Savings Plan & Trust side-by-side with 3 peers →

Cambridge Associates, LLC 401(k) Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Alsco 401(k) Savings Plan in UT ($260M); by covered participants it is Bennett Motor Express Management, Inc. 401(k) Plan in GA (1,068 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($260M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,068 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 Cambridge Associates, LLC 401(k) Savings Plan & Trust assets move in 2022? ▼
Cambridge Associates, LLC 401(k) Savings Plan & Trust declined sharply - down 17.5% during 2022, from $315M to $260M. Reported net income was -$55M.
How have Cambridge Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cambridge Associates, LLC's sponsor-wide assets grew 41.0%, from $260M to $366M.
Where does Cambridge Associates, LLC 401(k) Savings Plan & Trust rank by assets among Form 5500 filers? ▼
Cambridge Associates, LLC 401(k) Savings Plan & Trust ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Cambridge Associates, LLC 401(k) Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Alsco 401(k) Savings Plan in UT ($260M, 4,049 participants).
Which 401(k) plans cover a similar participant headcount to Cambridge Associates, LLC 401(k) Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bennett Motor Express Management, Inc. 401(k) Plan in GA (1,068 participants, $30M 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 043515240.

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.