401(k)
2024 plan-year 401(k) DOL Form 5500

Cambridge Investment Group Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Eneric Petroleum Corporation · Iowa · Finance & Insurance

What the 2023 filing shows

Cambridge Investment Group Retirement Plan holds $82M for 933 participants — about $87,566 per participant, up 20.8% over the 2024 plan year.

$82M
total plan assets (2024 EOY)
933
covered participants
$87,566
avg assets per participant
+20.8%
assets growth YoY
Total Assets (2023)
$82M
Participants
933
State
Industry
Finance & Insurance

What the Filing Says About Cambridge Investment Group Retirement Plan

Cambridge Investment Group Retirement Plan is a 401(k) retirement plan sponsored by Eneric Petroleum Corporation, headquartered in Iowa. As of the 2024 Form 5500 filing, the plan reports $82M in total end-of-year assets and covers 933 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 592112363, and the plan has been effective since 1985-12-31. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $68M at the beginning of 2024 to $82M at year-end — a gain of 20.8%. Net assets (after liabilities) closed the year at $82M, with reported net income of $14M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$68M
Total Assets (End of Year)$82M
Net Assets (End of Year)$82M
Net Income$14M
Plan Type401(k)
Employer EIN592112363
Plan Effective Date1985-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Eneric Petroleum Corporation)

Year Plans Participants Total Assets
2022 1 857 $55M
2023 1 952 $68M
2024 1 933 $82M

Nearby 401(k) Plans in Iowa

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Frequently Asked Questions

How much money is in the Cambridge Investment Group Retirement Plan?
As of the 2024 Form 5500 filing, Cambridge Investment Group Retirement Plan holds $82M in total assets with 933 participants. It is sponsored by Eneric Petroleum Corporation.
What type of plan is Cambridge Investment Group Retirement Plan?
Cambridge Investment Group Retirement Plan is a 401(k) plan. It has been effective since 1985-12-31. The plan is filed with the U.S. Department of Labor under EIN 592112363.
Who sponsors the Cambridge Investment Group Retirement Plan?
Cambridge Investment Group Retirement Plan is sponsored by Eneric Petroleum Corporation, located in Iowa. The sponsor's EIN is 592112363 and the plan operates in the Finance & Insurance industry.
How did Cambridge Investment Group Retirement Plan perform in 2024?
Cambridge Investment Group Retirement Plan grew by 20.8% during 2024, moving from $68M to $82M in total assets. Net income was $14M.
Where can I find official filings for Cambridge Investment Group Retirement Plan?
Official Form 5500 filings for Cambridge Investment Group Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 592112363 or plan name at efast.dol.gov.
How does Cambridge Investment Group Retirement Plan compare to other plans?
You can compare Cambridge Investment Group Retirement Plan against other 401(k) plans on the plan type page, or view plans in Iowa on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 592112363.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.