401(k) · DOL Form 5500 · 2023

Cambridge Trust Company 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
453
Participants Below avg headcount
89th
Percentile by assets National rank
$162,698
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cambridge Bancorp Savings Investment Plan · Sponsored by Cambridge Trust Company · Massachusetts · Finance & Insurance

$74M in assets, 453 participants

Cambridge Trust Company's Cambridge Bancorp Savings Investment Plan reported $74M in total assets and 453 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,364 in Finance & Insurance (8,869 peers)

Where Cambridge Bancorp Savings Investment Plan sits by assets

Cambridge Bancorp Savings Investment Plan sits in the top quartile of all filed plans by assets, $74M for 453 participants (~$162,698/participant), up 15.0% in 2023.

#7,364
in Finance & Insurance (8,869 peers)
+15.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Cambridge Bancorp Savings Investment Plan's outsized position by total assets

Cambridge Bancorp Savings Investment Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$73,702,095 Top 11% higher than 89% 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 Bancorp Savings Investment Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cambridge Bancorp Savings Investment Plan sits mid-pack in the medium band (453 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cambridge Bancorp Savings Investment Plan reported net income rose from -$17M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Cambridge Bancorp Savings Investment Plan end-of-year assets rose from $64M in the plan year 2022 filing to $74M in the plan year 2023 filing.
  • Cambridge Bancorp Savings Investment Plan reported participants rose from 394 in the plan year 2022 filing to 453 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 041145370 · Cambridge Trust Company PY 2023 · 401(k)

Cambridge Bancorp Savings Investment Plan · $74M · 453 · 89th

  • PHOTO $74M
  • IND 453
  • EOY 89th
  • 5500 401(k)
  • ASSETS near The Permanente 401(k) Retirement Plan
  • PCT ind #7364

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 Bancorp Savings Investment Plan in the asset neighbourhood

Hostess Brands, LLC 401(k) PlanHostess Brands, LLC 401(k) P…$74MCambridge Bancorp Savings Investment PlanCambridge Bancorp Savings In…$74MThe Permanente 401(k) Retirement PlanThe Permanente 401(k) Retire…$74MThe Restated Thrift/Profit Sharing Plan for CooperativesThe Restated Thrift/Profit S…$74MSutherland Lumber Company Employee Savings PlanSutherland Lumber Company Em…$74M
End-of-year total assets ($M) among Cambridge Bancorp Savings Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$74M
Net Income$10M
Employer EIN041145370
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cambridge Trust Company)

Sponsor-wide plan assets over time

All Cambridge Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$151K 99.86825243690704% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $114M $0.15M ▼ -99.9%
Year Plans Participants Total Assets
2022 2 463 $114M
2023 2 514 $128M
2024 2 467 $151K

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cambridge Bancorp Savings Investment Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Cambridge Bancorp Savings Investment Plan, Total assets ($B): 0.073702095 · Participants: 453Cambridge Bancorp Savings Investment PlanFidelity 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 Bancorp Savings Investment Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Cambridge Bancorp Savings Investment Plan side-by-side with 3 peers →

Cambridge Bancorp Savings Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is The Permanente 401(k) Retirement Plan in CA ($74M); by covered participants it is American Car Center/American Financial 401(k) Plan in DE (453 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (453 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 Bancorp Savings Investment Plan assets move in 2023? ▼
Cambridge Bancorp Savings Investment Plan grew at a solid clip - up 15.0% during 2023, from $64M to $74M. Reported net income was $10M.
How have Cambridge Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cambridge Trust Company's sponsor-wide assets declined 99.9%, from $114M to $151K.
Where does Cambridge Bancorp Savings Investment Plan rank by assets among Form 5500 filers? ▼
Cambridge Bancorp Savings Investment Plan ranks in the 89th 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 401(k) plans are similar in size to Cambridge Bancorp Savings Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Permanente 401(k) Retirement Plan in CA ($74M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Cambridge Bancorp Savings Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Car Center/American Financial 401(k) Plan in DE (453 participants, N/A 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 041145370.

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.