Other · DOL Form 5500 · 2024

The Cambridge School of Weston, Inc. Retirement Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
91
Participants Small participant base
77th
Percentile by assets National rank
$332,748
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

$30M in assets, 91 participants

The Cambridge School of Weston, Inc.'s The Cambridge School of Weston Tda and DC Retirement Plan reported $30M in total assets and 91 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,259 in Educational Services (3,638 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, $30M for 91 participants (~$332,748/participant), up 7.2% in 2024.

#2,259
in Educational Services (3,638 peers)
+7.2%
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 2024 · DOL Form 5500

$30,280,104 Top 23% higher than 77% of 123,620 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 2024

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

Plan-year 2024 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 (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Cambridge School of Weston Tda and DC Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Cambridge School of Weston Tda and DC Retirement Plan end-of-year assets rose from $28M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • The Cambridge School of Weston Tda and DC Retirement Plan reported participants fell from 92 in the plan year 2023 filing to 91 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 042103964 · The Cambridge School of Weston, Inc. PY 2024 · Other

The Cambridge School of Weston Tda and DC Retirement Plan · $30M · 91 · 77th

  • NET $30M
  • BOOK 91
  • VS-ST 77th
  • BOY Other
  • SCH near Miami Jewish Health Systems Retirement Plan
  • EBSA ind #2259

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

Norton Sound Health Corporation Employee Tax-Deferred 403(b) PlanNorton Sound Health Corporat…$30MMiami Jewish Health Systems Retirement PlanMiami Jewish Health Systems …$30MThe Cambridge School of Weston Tda and DC Retirement PlanThe Cambridge School of West…$30MDoheny Eye Institute Defined Contribution Retirement PlanDoheny Eye Institute Defined…$30MFroedtert South, Inc. 401(a) Defined Contribution Retirement PlanFroedtert South, Inc. 401(a)…$30M
End-of-year total assets ($M) among The Cambridge School of Weston Tda and DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$30M
Net Income$2M
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. -10000010000200003000040000 -1012345 Total assets ($B) Participants The Cambridge School of Weston Tda and DC Retirement Plan, Total assets ($B): 0.030280104 · Participants: 91The Cambridge School of Weston Tda and DC Retirement PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings 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 Miami Jewish Health Systems Retirement Plan in FL ($30M); by covered participants it is The College Preparatory School 403(b) Defined Contribution Plan in CA (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
The Cambridge School of Weston Tda and DC Retirement Plan grew at a solid clip - up 7.2% during 2024, from $28M to $30M. Reported net income was $2M.
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 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Miami Jewish Health Systems Retirement Plan in FL ($30M, 903 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 The College Preparatory School 403(b) Defined Contribution Plan in CA (91 participants, $50M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.