401(k) · DOL Form 5500 · 2024

Eneric Petroleum Corporation 401(k) Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
933
Participants Near avg headcount
89th
Percentile by assets National rank
$87,566
Avg per participant Below avg balance/head
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Official DOL plan name: Cambridge Investment Group Retirement Plan · Sponsored by Eneric Petroleum Corporation · Iowa · Finance & Insurance

$82M in assets, 933 participants

Eneric Petroleum Corporation's Cambridge Investment Group Retirement Plan reported $82M in total assets and 933 participants in its 2024 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.

  • #7,078 in Finance & Insurance (8,549 peers)

Where Cambridge Investment Group Retirement Plan sits by assets

Cambridge Investment Group Retirement Plan sits in the top quartile of all filed plans by assets, $82M for 933 participants (~$87,566/participant), up 20.8% in 2024.

#7,078
in Finance & Insurance (8,549 peers)
+20.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Cambridge Investment Group Retirement Plan's outsized position by total assets

Cambridge Investment Group Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$81,699,067 Top 11% higher than 89% 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

Cambridge Investment Group Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cambridge Investment Group Retirement Plan sits mid-pack in the medium band (933 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cambridge Investment Group Retirement Plan end-of-year assets rose from $68M in the plan year 2023 filing to $82M in the plan year 2024 filing.
  • Cambridge Investment Group Retirement Plan reported net income rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Cambridge Investment Group Retirement Plan reported participants fell from 952 in the plan year 2023 filing to 933 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 592112363 · Eneric Petroleum Corporation PY 2024 · 401(k)

Cambridge Investment Group Retirement Plan · $82M · 933 · 89th

  • PHOTO $82M
  • IND 933
  • EOY 89th
  • 5500 401(k)
  • ASSETS near Zidell Employees Profit Sharing / 401(k) Plan
  • PCT ind #7078

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 Iowa →

Cambridge Investment Group Retirement Plan in the asset neighbourhood

Lifecore Biomedical 401(k) PlanLifecore Biomedical 401(k) P…$82MAmicus Therapeutics, Inc. 401(k) PlanAmicus Therapeutics, Inc. 40…$82MCambridge Investment Group Retirement PlanCambridge Investment Group R…$82MZidell Employees Profit Sharing / 401(k) PlanZidell Employees Profit Shar…$82MBreazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust PlanBreazeale, Sachse & Wilson, …$82M
End-of-year total assets ($M) among Cambridge Investment Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

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

Sponsor Plan History (Eneric Petroleum Corporation)

Sponsor-wide plan assets over time

All Eneric Petroleum Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$82M 49.2293558281469% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $54.8M $81.7M ▲ +49.2%
Year Plans Participants Total Assets
2022 1 857 $55M
2023 1 952 $68M
2024 1 933 $82M

Nearby 401(k) Plans in Iowa

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

Cambridge Investment Group Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Cambridge Investment Group Retirement Plan, Total assets ($B): 0.081699067 · Participants: 933Cambridge Investment Group Retirement PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Cambridge Investment Group Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Cambridge Investment Group Retirement Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest 401(k) by assets is Zidell Employees Profit Sharing / 401(k) Plan in OR ($82M); by covered participants it is Hvcu 401(k) Plan in NY (933 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (933 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 Cambridge Investment Group Retirement Plan assets move in 2024? ▼
Cambridge Investment Group Retirement Plan grew sharply - up 20.8% during 2024, from $68M to $82M. Reported net income was $14M.
How have Eneric Petroleum Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eneric Petroleum Corporation's sponsor-wide assets grew 49.2%, from $55M to $82M.
Where does Cambridge Investment Group Retirement Plan rank by assets among Form 5500 filers? ▼
Cambridge Investment Group Retirement Plan ranks in the 89th 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 401(k) plans are similar in size to Cambridge Investment Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zidell Employees Profit Sharing / 401(k) Plan in OR ($82M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Cambridge Investment Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hvcu 401(k) Plan in NY (933 participants, $94M 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 592112363.

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.