Money Purchase · DOL Form 5500 · 2024

Cambridge University Press and Assessment Money Purchase Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
338
Participants Below avg headcount
81st
Percentile by assets National rank
$117,279
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

$40M in assets, 338 participants

Cambridge University Press and Assessment's Cambridge University Press Retirement Plan reported $40M in total assets and 338 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,030 in Other Services (7,719 peers)

Coverage in New York

Cambridge University Press Retirement Plan covers 338 participants in New York, about 42% of the average New York filer (state average ~798 per filing). Assets: $40M.

#7,030
in Other Services (7,719 peers)
+10.4%
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 2024 · DOL Form 5500

$39,640,360 Top 19% higher than 81% 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 University Press 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 University Press Retirement Plan sits mid-pack in the medium band (338 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cambridge University Press Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Cambridge University Press Retirement Plan end-of-year assets rose from $36M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Cambridge University Press Retirement Plan reported participants rose from 323 in the plan year 2023 filing to 338 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 131599108 · Cambridge University Press and Assessment PY 2024 · Money Purchase

Cambridge University Press Retirement Plan · $40M · 338 · 81st

  • EOY $40M
  • 5500 338
  • ASSETS 81st
  • PCT Money Purchase
  • EIN near Paintmakers Money Accumulation Pension Plan B
  • RANK ind #7030

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

International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension PlanInternational Association of…$40MPaintmakers Money Accumulation Pension Plan BPaintmakers Money Accumulati…$40MCambridge University Press Retirement PlanCambridge University Press R…$40MResources for the Future, Inc. 401(a) RetirementResources for the Future, In…$40MNew Jersey Institute for Disabilities Retirement PlanNew Jersey Institute for Dis…$39M
End-of-year total assets ($M) among Cambridge University Press Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$40M
Net Income$4M
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. -200000200004000060000 -202468 Total assets ($B) Participants Cambridge University Press Retirement Plan, Total assets ($B): 0.03964036 · Participants: 338Cambridge University Press Retirement PlanTiaa Retirement Plan, Total assets ($B): 5.903718286 · Participants: 11906Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.876243 · Participants: 47199Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 2.152151099 · Participants: 15274McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.539461125 · Participants: 2624Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.218944937 · Participants: 2357Iron Workers Locals 40, 361 & 417 Annuity Fund
Cambridge University Press Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants

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 Paintmakers Money Accumulation Pension Plan B in WA ($40M); by covered participants it is Plumbers & Steamfitters Local 577 Annuity Plan in KY (338 participants). Same-state nearby plans are listed separately above.

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 University Press Retirement Plan assets move in 2024? ▼
Cambridge University Press Retirement Plan grew at a solid clip - up 10.4% during 2024, from $36M to $40M. Reported net income was $4M.
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 81st 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 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 Paintmakers Money Accumulation Pension Plan B in WA ($40M, 286 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 Plumbers & Steamfitters Local 577 Annuity Plan in KY (338 participants, $23M in assets).