Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Cambridge Associates LLC
Most often reported for investment advisory and management
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. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 50 retirement plans with 100 or more participants reported paying Cambridge Associates LLC $5,000 or more. Those plans cover 600,400 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $20.3M. Per plan, the median was $31.39 per participant, with the middle half of plans between $15.99 and $80.00. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in New York (14), California (6) and Pennsylvania (6).
In 2009 it appeared on 17 such filings; in 2024, 52. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $15.99 | $31.39 | $80.00 |
| Compensation as a share of plan net assets | 0.02% | 0.02% | 0.11% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. Pension Plan | The PNC Financial Services Group, Inc. | PA | 115,646 | $5.53B | $591K |
| The PNC Financial Services Group, Inc. Incentive Savings Plan | The PNC Financial Services Group, Inc. | PA | 75,644 | $10.2B | $197K |
| American Federation of Musicians and Employers' Pension Fund and Subsidiary | Board of Trustees of the American Federation of Musicians and Employe | NY | 52,611 | $3.13B | $2.2M |
| Equity-League Pension Trust Fund | Board of Trustees of the Equity-League Pension Trust Fund | NY | 48,302 | $2.34B | $2.6M |
| American International Group, Inc. Retirement Plan | American International Group, Inc. | NY | 39,221 | $2.97B | $3.1M |
| University Hospitals Health System, Inc. Retirement Plan | University Hospitals Health System | OH | 38,884 | $919M | $445K |
| Newyork-Presbyterian Pension Plan | The New York and Presbyterian Hospital | NY | 38,699 | $2.50B | $16K |
| Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan | Board of Trustees, Directors Guild of America - | CA | 25,726 | $2.30B | $428K |
| Main Line Health, Inc. Retirement Income Plan | Main Line Health, Inc. | PA | 19,375 | $1.49B | $2.2M |
| Constellation Retirement Program | Constellation Energy Generation LLC | PA | 17,060 | $4.99B | $51K |
| Umass Memorial Health Care Pension Plan | Umass Memorial Health Care, Inc. | MA | 14,897 | $1.29B | $600K |
| Directors Guild of America-Producer Pension Plan Basic Benefit Plan | Board of Trustees, Directors Guild of America- | CA | 14,707 | $2.46B | $447K |
| Nyu Langone Hospitals Retirement Plan | Nyu Langone Hospitals | NY | 13,622 | $1.47B | $667K |
| The National Football League Club Employees Pension Plan | Multiple Employers | MD | 11,358 | $2.20B | $1.7M |
| Enbridge Employee Services, Inc. Employees' Pension Plan | Enbridge Employee Services, Inc. | TX | 9,402 | $1.10B | $259K |
| Howard University Employees' Retirement Plan | Howard University | DC | 7,845 | $556M | $236K |
| Constellation Employee Pension Plan | Constellation Energy Generation LLC | PA | 7,495 | $1.20B | $9,397 |
| Medianews Group Pension Plan | Medianews Group, Inc. | CO | 6,687 | $444M | $500K |
| Cedars-Sinai Defined Benefit Retirement Plan | Cedars-Sinai | CA | 6,006 | $823M | $73K |
| NFL Pension Plan | National Football League | NY | 3,276 | $544M | $191K |
| Loyola University Employees' Retirement Plan | Loyola University of Chicago Attn Benefits Department | IL | 3,084 | $154M | $100K |
| The National Football League Capital Accumulation Plan | National Football League | NY | 2,849 | $254M | $42K |
| Sidley Austin LLP Retirement Plan | Sidley Austin LLP | IL | 2,842 | $349M | $564K |
| The San Diego Union-Tribune LLC Retirement Plan | The San Diego Union-Tribune LLC | CO | 2,821 | $99.5M | $135K |
| Huntington Memorial Hospital Retirement Plan | Pasadena Hospital Association, Ltd. | CA | 2,320 | $119M | $21K |
| Retirement Plan for Employees of South Nassau Communities Hospital | Mount Sinai South Nassau | NY | 2,162 | $131M | $188K |
| Trinity University 403(b) Retirement Plan | Trinity University | TX | 1,973 | $376M | $21K |
| Nyu Langone Hospital-Brooklyn Uft Retirement Plan | Nyu Langone Hospitals | NY | 1,850 | $212M | $93K |
| The Teknor Apex Company Retirement Plan | Teknor Apex Company | RI | 1,689 | $242M | $473K |
| The National Football League Capital Accumulation Plan | Green Bay Packers, Inc. | WI | 1,565 | $79.8M | $16K |
| Enbridge Gas Ohio Union Pension Plan | Enbridge Employee Services, Inc. | TX | 1,216 | $466M | $26K |
| Sidley Austin LLP Retirement Plan for Partners | Sidley Austin LLP | IL | 964 | $435M | $51K |
| Hunt Consolidated, Inc. Fidelity Pension Plan | Hunt Consolidated, Inc. | TX | 906 | $222M | $352K |
| Retirement Plan for Employees of Woods Hole Oceanographic Institution | Woods Hole Oceanographic Institution | MA | 876 | $191M | $480K |
| The National Football League Capital Accumulation Plan | San Francisco Forty Niners, Limited | CA | 792 | $102M | $17K |
| Sidley Austin LLP Cash Balance Retirement Plan for Partners | Sidley Austin LLP | IL | 691 | $606M | $776K |
| Daily News Retirement Plan | Daily News, L.P. | NJ | 673 | $51.9M | $113K |
| The National Football League Capital Accumulation Plan | Chargers Football Company | CA | 583 | $53.4M | $8,828 |
| The National Football League Capital Accumulation Plan | Buffalo Bills, LLC | NY | 536 | $91.1M | $15K |
| The National Football League Capital Accumulation Plan | Football Northwest, LLC | WA | 510 | $59.2M | $11K |
Questions and answers
How many plans does Cambridge Associates LLC serve?
50 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Cambridge Associates LLC?
The median plan reported $31.39 per participant in direct and indirect compensation (50 plans reporting an amount), or 0.02% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (34 plans), Named fiduciary (16 plans), Investment management (10 plans) and Consulting (general) (5 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.