401(k) · DOL Form 5500 · 2024
Cambridge Associates, LLC 401(k) Plan
Data updated 2026-08-25
- $366M
- Total assets Above avg plan size
- 1,155
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $317,224
- Avg per participant High balance/head
Official DOL plan name: Cambridge Associates, LLC 401(k) Savings Plan & Trust · Sponsored by Cambridge Associates, LLC · Massachusetts · Finance & Insurance
$366M in assets, 1,155 participants
Cambridge Associates, LLC's Cambridge Associates, LLC 401(k) Savings Plan & Trust reported $366M in total assets and 1,155 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #8,028 in Finance & Insurance (8,549 peers)
Where Cambridge Associates, LLC 401(k) Savings Plan & Trust sits by assets
Cambridge Associates, LLC 401(k) Savings Plan & Trust sits in the top 5% of all filed plans by assets, $366M for 1,155 participants (~$317,224/participant), up 15.1% in 2024.
- #8,028
- in Finance & Insurance (8,549 peers)
- +15.1%
- assets growth YoY
- 3.7×
- vs typical plan assets (national mean)
Cambridge Associates, LLC 401(k) Savings Plan & Trust's outsized position by total assets
Cambridge Associates, LLC 401(k) Savings Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$366,393,657 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Cambridge Associates, LLC 401(k) Savings Plan & Trust's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cambridge Associates, LLC 401(k) Savings Plan & Trust lands in the large band (1,155 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cambridge Associates, LLC 401(k) Savings Plan & Trust reported net income fell from $59M in the plan year 2023 filing to $48M in the plan year 2024 filing.
- Cambridge Associates, LLC 401(k) Savings Plan & Trust end-of-year assets rose from $318M in the plan year 2023 filing to $366M in the plan year 2024 filing.
- Cambridge Associates, LLC 401(k) Savings Plan & Trust reported participants fell from 1,187 in the plan year 2023 filing to 1,155 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 043515240 · Cambridge Associates, LLC PY 2024 · 401(k)
Cambridge Associates, LLC 401(k) Savings Plan & Trust · $366M · 1,155 · 96th
- EIN $366M
- RANK 1,155
- PHOTO 96th
- IND 401(k)
- EOY near Bpx Energy Employee Savings Plan
- 5500 ind #8028
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 Associates, LLC 401(k) Savings Plan & Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $318M |
|---|---|
| Net Assets (End of Year) | $366M |
| Net Income | $48M |
| Employer EIN | 043515240 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cambridge Associates, LLC)
Sponsor-wide plan assets over time
All Cambridge Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $366M 41.03301784065458% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,068 | $260M |
| 2023 | 1 | 1,187 | $318M |
| 2024 | 1 | 1,155 | $366M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Cambridge Associates, LLC 401(k) Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Bpx Energy Employee Savings Plan in TX ($366M); by covered participants it is Harnish Group Inc. Retirement Plan in WA (1,155 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($366M here).
- Bpx Energy Employee Savings Plan (TX) $366M · 936
- Nbt Bancorp Inc. 401(k) & Employee Stock Ownership Plan (NY) $366M · 2,014
- Sunrun Inc. 401(k) Plan (CA) $366M · 8,215
- Roush 401(k) Profit Sharing Plan (MI) $367M · 4,543
Similar participant headcount
Nearest other-state filings by covered participants (1,155 participants); asset peers above are excluded.
- Harnish Group Inc. Retirement Plan (WA) 1,155 · 0 off
- Cbn 401(k) Retirement Plan (VA) 1,155 · 0 off
- Thrift Plan for Employees of the American Bar Association and Affiliates (IL) 1,155 · 0 off
- Connectwise, LLC. 401(k) Plan (FL) 1,155 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.