Other · DOL Form 5500 · 2023

The Cambridge School of Weston, Inc. Retirement Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
92
Participants Small participant base
78th
Percentile by assets National rank
$307,110
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

$28M in assets, 92 participants

The Cambridge School of Weston, Inc.'s The Cambridge School of Weston Tda and DC Retirement Plan reported $28M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,348 in Educational Services (3,735 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, $28M for 92 participants (~$307,110/participant), up 10.4% in 2023.

#2,348
in Educational Services (3,735 peers)
+10.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$28,254,128 Top 22% higher than 78% of 127,068 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 2023

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

Plan-year 2023 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 (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Cambridge School of Weston Tda and DC Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Cambridge School of Weston Tda and DC Retirement Plan reported participants rose from 82 in the plan year 2022 filing to 92 in the plan year 2023 filing.
  • The Cambridge School of Weston Tda and DC Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042103964 · The Cambridge School of Weston, Inc. PY 2023 · Other

The Cambridge School of Weston Tda and DC Retirement Plan · $28M · 92 · 78th

  • EIN $28M
  • RANK 92
  • PHOTO 78th
  • IND Other
  • EOY near Adler University Defined Contribution Retirement Plan
  • 5500 ind #2348

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

Mote Marine Laboratory, Inc. Retirement PlanMote Marine Laboratory, Inc.…$28MMetropolitan College of New York 403(b) DC PlanMetropolitan College of New …$28MAdler University Defined Contribution Retirement PlanAdler University Defined Con…$28MThe Cambridge School of Weston Tda and DC Retirement PlanThe Cambridge School of West…$28MWardlaw-Hartridge School DC Retirement PlanWardlaw-Hartridge School DC …$28M
End-of-year total assets ($M) among The Cambridge School of Weston Tda and DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$28M
Net Income$3M
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 -20246 Total assets ($B) Participants The Cambridge School of Weston Tda and DC Retirement Plan, Total assets ($B): 0.028254128 · Participants: 92The Cambridge School of Weston Tda and DC Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement 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 Adler University Defined Contribution Retirement Plan in IL ($28M); by covered participants it is Seattle Foundation Defined Contribution Retirement Plan in WA (92 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. 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 2023? ▼
The Cambridge School of Weston Tda and DC Retirement Plan grew at a solid clip - up 10.4% during 2023, from $26M to $28M. Reported net income was $3M.
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 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Adler University Defined Contribution Retirement Plan in IL ($28M, 202 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 Seattle Foundation Defined Contribution Retirement Plan in WA (92 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.