401(k) · DOL Form 5500 · 2022

Cape Cod Express, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
160
Participants Small participant base
71st
Percentile by assets National rank
$87,950
Avg per participant Below avg balance/head
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Official DOL plan name: Cape Cod Express 401(k) Plan · Sponsored by Cape Cod Express, LLC · Massachusetts · Transportation & Warehousing

$14M in assets, 160 participants

Cape Cod Express, LLC's Cape Cod Express 401(k) Plan reported $14M in total assets and 160 participants in its 2022 DOL Form 5500 filing, ranking in the 71st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,829 in Transportation & Warehousing (3,876 peers)

Coverage in Massachusetts

Cape Cod Express 401(k) Plan covers 160 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $14M.

#2,829
in Transportation & Warehousing (3,876 peers)
-13.3%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cape Cod Express 401(k) Plan's outsized position by total assets

Cape Cod Express 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$14,071,987 Top 29% higher than 71% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Cape Cod Express 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cape Cod Express 401(k) Plan sits mid-pack in the medium band (160 participants).

EBSA filing schedule strip

Filing strip 042263917 · Cape Cod Express, LLC PY 2022 · 401(k)

Cape Cod Express 401(k) Plan · $14M · 160 · 71st

  • EBSA $14M
  • PART 160
  • TYPE 71st
  • NET 401(k)
  • BOOK near M & G Drilling Company, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #2829

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Transportation & Warehousing retirement plans → · Plans in Massachusetts →

Cape Cod Express 401(k) Plan in the asset neighbourhood

Cape Cod Express 401(k) Plan$14MM & G Drilling Company, Inc. 401(k) Profit Sharing PlanM & G Drilling Company, Inc.…$14MMind Research Institute 401(k) PlanMind Research Institute 401(…$14MDodson Brothers Exterminating Company, Inc. Profit Sharing 401(k) PlanDodson Brothers Exterminatin…$14MDubuque Racing Association 401(k) Savings PlanDubuque Racing Association 4…$14M
End-of-year total assets ($M) among Cape Cod Express 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN042263917
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cape Cod Express, LLC)

Sponsor-wide plan assets over time

All Cape Cod Express, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 1.640805950147623% vs 2022
2024 filing year
$14M$14.1M$14.2M$14.3M$14.4M 202220232024 $14.1M $14.3M ▲ +1.6%
Year Plans Participants Total Assets
2022 1 160 $14M
2023 1 177 $14M
2024 1 177 $14M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cape Cod Express 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Cape Cod Express 401(k) Plan, Total assets ($B): 0.014071987 · Participants: 160Cape Cod Express 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Cape Cod Express 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Cape Cod Express 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is M & G Drilling Company, Inc. 401(k) Profit Sharing Plan in CA ($14M); by covered participants it is Apple Care, LLC 401(k) Plan in GA (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cape Cod Express 401(k) Plan assets move in 2022?
Cape Cod Express 401(k) Plan pulled back noticeably - down 13.3% during 2022, from $16M to $14M. Reported net income was -$2M.
How have Cape Cod Express, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Cape Cod Express, LLC's sponsor-wide assets grew 1.6%, from $14M to $14M.
Which 401(k) plans are similar in size to Cape Cod Express 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is M & G Drilling Company, Inc. 401(k) Profit Sharing Plan in CA ($14M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Cape Cod Express 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Apple Care, LLC 401(k) Plan in GA (160 participants, N/A in assets).