Plan Ledger DOL Form 5500 · updated monthly

Cambridge University Press403(b)

CAMBRIDGE UNIVERSITY PRESS TAX DEFERRED ANNUITY PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.04%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Cambridge University Press reported $18,978 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $730 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.00% to 0.04%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 1,306th-largest of 5,648 plans among New York employers on file, and the 490th of 2,199 in information & media. In 2024, employees put in $6.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$53,345,415
Participants with balances588
Active participants332
Employer contributions$242,374
Employee contributions$1,525,063
Employer contribution per active participant$730
Average account balance$90,723
Benefits paid to participants$2,536,521
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$53.3M · 588 accts · $242K emplr
2023$47.9M · 604 accts · $151K emplr
2022$42.5M · 584 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,978
Total administrative$18,978
Employer contributions to the Cambridge University Press plan · 2024
Employer contribution per active participant$730
Median for plans this size$3,635
2024$730 per active participant
2023$443 per active participant

Cambridge University Press's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
TIAA · Recordkeeping · Trustee$19,203

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$18,978 · 0.04%
2023$12,834 · 0.03%
2022$450 · 0.00%
All plans at this employer2
CAMBRIDGE UNIVERSITY PRESS TAX DEFERRED ANNUITY PLAN403(b)
CAMBRIDGE UNIVERSITY PRESS RETIREMENT PLANMoney purchase plan
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 131599108 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.