Cambridge University Press and Assessment 403(b) match, vesting and fees
What Cambridge University Press and Assessment's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | TIAA | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 266 defined-contribution plans in information with 500 to 999 participants.
| Cambridge University Press and Assessment: employer contribution per participant | $412 | |
| Peer median | $2,049 |
| Cambridge University Press and Assessment: average balance | $90,723 | |
| Peer median | $79,099 |
| Cambridge University Press and Assessment: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.16% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $49.1M at the end of plan year 2021 to $53.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 638 | $53.3M | $242K | $412 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 655 | $47.9M | $151K | $249 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 638 | $42.5M | $0 | $0 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 636 | $49.1M | $0 | $0 | <0.01% | Not published | Form 5500 ↗ |
Other Cambridge University Press and Assessment plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Cambridge University Press Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | TIAA | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Cambridge University Defined Benefit Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Bdo USA, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Cambridge University Press and Assessment match 401(k) contributions?
The match terms for the Cambridge University Press Tax Deferred Annuity Plan have not been published from its filing yet. The plan year 2024 filing reports $242K in employer contributions, about $412 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cambridge University Press and Assessment 401(k) match vested?
The vesting schedule for the Cambridge University Press Tax Deferred Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cambridge University Press and Assessment 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is Cambridge University Press.
I left Cambridge University Press and Assessment. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Cambridge University Press, (212) 337-5000) or the recordkeeper, TIAA. The Cambridge University Press and Assessment old 401(k) page lists the contacts from every plan filing. Find an old Cambridge University Press and Assessment 401(k)
Data from the public Form 5500 annual reports Cambridge University Press and Assessment filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Cambridge University Press and Assessment. Not financial advice. Report a correction · Methodology