Money Purchase · DOL Form 5500 · 2023

Cambridge University Press and Assessment Money Purchase Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
323
Participants Below avg headcount
82nd
Percentile by assets National rank
$111,143
Avg per participant Below avg balance/head
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Official DOL plan name: Cambridge University Press Retirement Plan · Sponsored by Cambridge University Press and Assessment · New York · Other Services

$36M in assets, 323 participants

Cambridge University Press and Assessment's Cambridge University Press Retirement Plan reported $36M in total assets and 323 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,167 in Other Services (7,857 peers)

Coverage in New York

Cambridge University Press Retirement Plan covers 323 participants in New York, about 40% of the average New York filer (state average ~798 per filing). Assets: $36M.

#7,167
in Other Services (7,857 peers)
+16.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Cambridge University Press Retirement Plan's outsized position by total assets

Cambridge University Press Retirement Plan vs every filed plan by assets

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

$35,899,174 Top 18% higher than 82% 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 University Press Retirement 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 University Press Retirement Plan sits mid-pack in the medium band (323 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cambridge University Press Retirement Plan reported net income rose from -$961K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Cambridge University Press Retirement Plan end-of-year assets rose from $31M in the plan year 2022 filing to $36M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 131599108 · Cambridge University Press and Assessment PY 2023 · Money Purchase

Cambridge University Press Retirement Plan · $36M · 323 · 82nd

  • EIN $36M
  • EIN 323
  • EIN 82nd
  • EIN Money Purchase
  • EIN near Money Purchase Retirement Plan of U.a. Local 716
  • EIN ind #7167

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 Other Services retirement plans → · Plans in New York →

Cambridge University Press Retirement Plan in the asset neighbourhood

The Flying Tiger Line Inc. Variable Annuity Pension Plan for PilotsThe Flying Tiger Line Inc. V…$36MIatse Local 38 Pension Plan$36MMoney Purchase Retirement Plan of U.a. Local 716Money Purchase Retirement Pl…$36MCambridge University Press Retirement PlanCambridge University Press R…$36MResources for the Future, Inc. 401(a) RetirementResources for the Future, In…$35M
End-of-year total assets ($M) among Cambridge University Press Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$36M
Net Income$5M
Employer EIN131599108
Plan Effective Date1993-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cambridge University Press and Assessment)

Sponsor-wide plan assets over time

All Cambridge University Press and Assessment plans reported in each filing year

Latest sponsor-wide plan assets
$93M 8.454921170779587% vs 2022
2024 filing year
$90M$100M$110M$120M 202220232024 $102M $93M ▼ -8.4%
Year Plans Participants Total Assets
2022 3 639 $102M
2023 3 649 $112M
2024 2 677 $93M

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Cambridge University Press Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Cambridge University Press Retirement Plan, Total assets ($B): 0.035899174 · Participants: 323Cambridge University Press Retirement PlanTiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals 40, 361 & 417 Annuity Fund
Cambridge University Press Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Cambridge University Press Retirement Plan side-by-side with 3 peers →

Cambridge University Press Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Money Purchase Retirement Plan of U.a. Local 716 in CT ($36M); by covered participants it is Gillig Money Purchase Pension Plan in CA (323 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (323 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 University Press Retirement Plan assets move in 2023? ▼
Cambridge University Press Retirement Plan grew sharply - up 16.3% during 2023, from $31M to $36M. Reported net income was $5M.
How have Cambridge University Press and Assessment plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cambridge University Press and Assessment's sponsor-wide assets declined 8.5%, from $102M to $93M.
Where does Cambridge University Press Retirement Plan rank by assets among Form 5500 filers? ▼
Cambridge University Press Retirement Plan ranks in the 82nd 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 Money Purchase plans are similar in size to Cambridge University Press Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Money Purchase Retirement Plan of U.a. Local 716 in CT ($36M, 447 participants).
Which Money Purchase plans cover a similar participant headcount to Cambridge University Press Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Gillig Money Purchase Pension Plan in CA (323 participants, $29M 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 131599108.

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.