401(k) · DOL Form 5500 · 2023

Cambridge Associates, LLC 401(k) Plan

Data updated 2026-08-11

$318M
Total assets: 1,187
Participants: 96th
Percentile by assets: $268,173
Avg per participant

Official DOL plan name: Cambridge Associates, LLC 401(k) Savings Plan & Trust · Sponsored by Cambridge Associates, LLC · Massachusetts · Finance & Insurance

$318M in assets, 1,187 participants

Cambridge Associates, LLC's Cambridge Associates, LLC 401(k) Savings Plan & Trust reported $318M in total assets and 1,187 participants in its 2023 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 127,072 plans)
#8,325 in Finance & Insurance (8,869 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, $318M for 1,187 participants (~$268,173/participant), up 22.5% in 2023.

$318M
total plan assets (2023 EOY): 1,187
covered participants: 96th
percentile by assets (of 127,072 plans): $268,173
avg assets per participant

Cambridge Associates, LLC 401(k) Savings Plan & Trust reported net income rose from -$55M in the plan year 2022 filing to $59M in the plan year 2023 filing.
Cambridge Associates, LLC 401(k) Savings Plan & Trust end-of-year assets rose from $260M in the plan year 2022 filing to $318M in the plan year 2023 filing.
Cambridge Associates, LLC 401(k) Savings Plan & Trust reported participants rose from 1,068 in the plan year 2022 filing to 1,187 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Massachusetts

Industry

Finance & Insurance

Cambridge Associates, LLC 401(k) Savings Plan & Trust vs the 2023 asset distribution

By assets, Cambridge Associates, LLC 401(k) Savings Plan & Trust outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$260M
Net Assets (End of Year)	$318M
Net Income	$59M
Employer EIN	043515240
Plan Effective Date	1983-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Cambridge Associates, LLC)

Total plan assets by year, all Cambridge Associates, LLC plans on file

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 $28.6B · 62,289
Liberty Mutual 401(k) Plan $10.6B · 37,052
Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
Philips North America 401(k) Plan $5.8B · 19,120

Compare Cambridge Associates, LLC 401(k) Savings… side-by-side with 3 peers →

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.

Kraton Savings Plan (TX) $318M · 1,201
Draeger US Retirement Savings Plan (PA) $318M · 1,214
Comtech Telecommunications Corp. 401(k) Plan (NY) $318M · 1,364
Ttec 401(k) Profit Sharing Plan (CO) $319M · 28,654

Frequently Asked Questions

How did Cambridge Associates, LLC 401(k) Savings Plan & Trust assets move in 2023? ▼

Cambridge Associates, LLC 401(k) Savings Plan & Trust grew sharply - up 22.5% during 2023, from $260M to $318M. Reported net income was $59M.

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 127,072 plans that reported assets for plan year 2023 (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 Kraton Savings Plan in TX ($318M, 1,201 participants).

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

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 043515240.