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Employer · plans filed under one EIN

Cambridge University Press and Assessment

New York, NY · Other services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$92.9Mnet assets across plans
1,346participant records671 active
$1.5Memployer contributions, latest plan years$2,162 per active record
$36KSchedule C compensation to organisations$26.42 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Cambridge University Press and Assessment's employer identification number (New York, New York). Their latest filings total 1,346 participant records and $92.9M in net assets.

The largest is Cambridge University Press Retirement Plan, a money purchase plan with 708 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $1.5M and participant contributions $1.5M in the latest plan years; benefits paid were $5.0M. Schedule C compensation reported to service provider organisations totalled $36K.

Combined net assets moved from $29.7M in 2009 to $92.9M in 2024 (up 213%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Cambridge University Press Retirement Planmoney purchase plan2024708$39.6M$55,905$3,565$16K
Cambridge University Press Tax Deferred Annuity Plan403(b) plan2024638$53.3M$83,614$730$19K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $29.7M2010: $33.3M2011: $36.5M2012: $42.4M2013: $48.2M2014: $50.8M2015: $52.0M2016: $55.4M2017: $60.4M2018: $60.9M2019: $70.3M2020: $34.8M2021: $80.9M2022: $73.4M2023: $83.8M2024: $92.9M$29.7M$92.9M20092012201620202024
Combined net assets
2009: 1,2042010: 1,2512011: 1,3082012: 1,2382013: 1,2512014: 1,2202015: 1,2032016: 1,2192017: 1,2752018: 1,3152019: 1,3682020: 9622021: 1,3392022: 1,3422023: 1,3672024: 1,3461,2041,3681,34620092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202421,346$92.9M$1.5M$1.5M
202321,367$83.8M$1.4M$1.4M
202221,342$73.4M$99K$884K
202121,339$80.9M$1.1M$885K
20201962$34.8M$1.2M$0
201921,368$70.3M$1.2M$891K
201821,315$60.9M$1.1M$900K
201721,275$60.4M$1.0M$1.0M
201621,219$55.4M$1.2M$922K
201521,203$52.0M$914K$1.2M
201421,220$50.8M$1.3M$1.3M
201321,251$48.2M$1.4M$1.2M
201221,238$42.4M$1.3M$1.2M
201121,308$36.5M$1.4M$1.2M
201021,251$33.3M$1.4M$1.2M
200921,204$29.7M$1.3M$1.3M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
TIAARecordkeeping and information management; Participant communication; Trustee (bank, trust company, or similar financial institution)2$35,559

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

TIAA$36K

Questions and answers

How many retirement plans does Cambridge University Press and Assessment have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Cambridge University Press Retirement Plan and Cambridge University Press Tax Deferred Annuity Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Cambridge University Press and Assessment contribute to its plans?

$1,450,896 in employer contributions across these plans in their latest plan years, about $2,162 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name TIAA. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.