Find an old Cambridge University Press and Assessment 401(k)

Who to contact about an account in each of the 3 Cambridge University Press and Assessment plans, from the filings. Free, no sign-up, no Social Security number.

Cambridge University Press Tax Deferred Annuity Plan

Cambridge University Press · Plan 001 · EIN 13-1599108 · New York, NY

Active · plan year 2024 filing403(b)
Plan administratorCambridge University Press
One Liberty Plaza, 20th Floor, New York, NY 10006
Form 5500 ↗
Recordkeeper (who holds the accounts)TIAASchedule C ↗
Former employees with balances303 separated participants still had money in the planForm 5500 ↗

Cambridge University Press Retirement Plan

Cambridge University Press and Assessment · Plan 004 · EIN 13-1599108 · New York, NY

Active · plan year 2024 filingRetirement
Plan administratorCambridge University Press and Assessment
1 Liberty Plaza, 20th Floor, New York, NY 10006
Form 5500 ↗
Recordkeeper (who holds the accounts)TIAASchedule C ↗
Former employees with balances368 separated participants still had money in the planForm 5500 ↗

Cambridge University Defined Benefit Pension Plan

Cambridge University Press & Assessment · Plan 005 · EIN 13-1599108 · New York, NY

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorCambridge University Press & Assessment
1 Liberty Plaza, 20th Floor, New York, NY 10006
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances21 separated participants still had money in the planForm 5500 ↗

Cambridge University Press and Assessment 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Cambridge University Press and Assessment 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Cambridge University Press, (212) 337-5000. The accounts are held by the recordkeeper, TIAA. Have your Social Security number and dates of employment ready.

What is the Cambridge University Press and Assessment 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (212) 337-5000.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Cambridge University Press and Assessment and does not hold accounts. Not financial advice. Report a correction