401(k) · DOL Form 5500 · 2023

Cambridge Associates, LLC 401(k) Plan

Data updated 2026-08-25

$318M
Total assets Above avg plan size
1,187
Participants Near avg headcount
96th
Percentile by assets National rank
$268,173
Avg per participant High 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

$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.

  • #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.

#8,325
in Finance & Insurance (8,869 peers)
+22.5%
assets growth YoY
3.2×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$318,321,675 Top 4% higher than 96% 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

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

Plan-year 2023 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 (1,187 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Published 5500 schedule card

Filing strip 043515240 · Cambridge Associates, LLC PY 2023 · 401(k)

Cambridge Associates, LLC 401(k) Savings Plan & Trust · $318M · 1,187 · 96th

  • PHOTO $318M
  • PHOTO 1,187
  • PHOTO 96th
  • PHOTO 401(k)
  • PHOTO near Kraton Savings Plan
  • PHOTO ind #8325

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

Ttec 401(k) Profit Sharing PlanTtec 401(k) Profit Sharing P…$319MDraeger US Retirement Savings PlanDraeger US Retirement Saving…$318MCambridge Associates, LLC 401(k) Savings Plan & TrustCambridge Associates, LLC 40…$318MKraton Savings Plan$318MComtech Telecommunications Corp. 401(k) PlanComtech Telecommunications C…$318M
End-of-year total assets ($M) among Cambridge Associates, LLC 401(k) Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$260M
Net Assets (End of Year)$318M
Net Income$59M
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. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Cambridge Associates, LLC 401(k) Savings Plan & Trust, Total assets ($B): 0.318321675 · Participants: 1187Cambridge Associates, LLC 401(k) Savings Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) 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 Kraton Savings Plan in TX ($318M); by covered participants it is Chelan Fresh Marketing/Bhpo LP 401(k) Plan in WA (1,187 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($318M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,187 participants); asset peers above are excluded.

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 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).
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 Chelan Fresh Marketing/Bhpo LP 401(k) Plan in WA (1,187 participants, $26M 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 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.