Profit Sharing · DOL Form 5500 · 2022

Cambridge Investment Group, Inc. Profit Sharing Plan

Data updated 2026-08-11

$17M
Total assets
772
Participants
75th
Percentile by assets
$22,022
Avg per participant
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Official DOL plan name: Cambridge Investment Group, Inc. Profit Sharing Plan · Sponsored by Cambridge Investment Group, Inc. · Iowa · Finance & Insurance

$17M in assets, 772 participants

Cambridge Investment Group, Inc.'s Cambridge Investment Group, Inc. Profit Sharing Plan reported $17M in total assets and 772 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • 75th percentile by assets (of 139,126 plans)
  • #5,582 in Finance & Insurance (9,261 peers)

Where Cambridge Investment Group, Inc. Profit Sharing Plan sits by assets

Cambridge Investment Group, Inc. Profit Sharing Plan sits in the top quartile of all filed plans by assets, $17M for 772 participants (~$22,022/participant), up 5.4% in 2022.

$17M
total plan assets (2022 EOY)
772
covered participants
75th
percentile by assets (of 139,126 plans)
$22,022
avg assets per participant
State

Cambridge Investment Group, Inc. Profit Sharing Plan vs the 2022 asset distribution

By assets, Cambridge Investment Group, Inc. Profit Sharing Plan outranks 75% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$877K
Employer EIN391897480
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Iowa

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

Cambridge Investment Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants

Cambridge Investment Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 121416182022 Total assets ($M) Participants Cambridge Investment…Liberty Pattern Comp…Palmer Lutheran Heal…Ts Banking Group Sav…Hwh Corporation Empl…Burgess Health Cente…
Cambridge Investment Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Cambridge Investment Group, Inc. Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Cambridge Investment Group, Inc. Profit Sharing Plan assets move in 2022?
Cambridge Investment Group, Inc. Profit Sharing Plan grew at a solid clip - up 5.4% during 2022, from $16M to $17M. Reported net income was $877K.
Where does Cambridge Investment Group, Inc. Profit Sharing Plan rank by assets among Form 5500 filers?
Cambridge Investment Group, Inc. Profit Sharing Plan ranks in the 75th 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 Profit Sharing plans are similar in size to Cambridge Investment Group, Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Amcor Defined Contribution Pension Plan for Hourly Employees in WI ($17M, 445 participants).

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Ways to act on Cambridge Investment Group, Inc. Profit Sharing Plan's numbers.