ESOP · DOL Form 5500 · 2022

Cape Cod Lumber Co., Inc. ESOP

Data updated 2026-08-25

$65M
Total assets Below avg plan size
91
Participants Small participant base
90th
Percentile by assets National rank
$712,023
Avg per participant High balance/head
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Official DOL plan name: Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan · Sponsored by Cape Cod Lumber Co., Inc. · Massachusetts · Wholesale Trade

$65M in assets, 91 participants

Cape Cod Lumber Co., Inc.'s Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan reported $65M in total assets and 91 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #6,262 in Wholesale Trade (6,843 peers)

Where Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan sits by assets

Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $65M for 91 participants (~$712,023/participant), up 39.6% in 2022.

#6,262
in Wholesale Trade (6,843 peers)
+39.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan's outsized position by total assets

Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$64,794,084 Top 10% higher than 90% 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 Lumber Co., Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan is a small filing (91 participants) on this national headcount ladder.

DOL schedule card

Filing strip 042272126 · Cape Cod Lumber Co., Inc. PY 2022 · ESOP

Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan · $65M · 91 · 90th

  • NET $65M
  • BOOK 91
  • VS-ST 90th
  • BOY ESOP
  • SCH near Employee Stock Ownership Plan of Cross Technologies, Inc.
  • EBSA ind #6262

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 What is an ESOP? → · Plans in Massachusetts →

Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Cape Cod Lumber Co., Inc. Employee Stock Ownership PlanCape Cod Lumber Co., Inc. Em…$65MEmployee Stock Ownership Plan of Cross Technologies, Inc.Employee Stock Ownership Pla…$65MSletten, Inc. Employee Stock Ownership PlanSletten, Inc. Employee Stock…$65MCentury Drywall, Inc. Employee Stock Ownership PlanCentury Drywall, Inc. Employ…$65MFema Corporation Employee Stock Ownership PlanFema Corporation Employee St…$65M
End-of-year total assets ($M) among Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$47M
Net Income$19M
Employer EIN042272126
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cape Cod Lumber Co., Inc.)

Sponsor-wide plan assets over time

All Cape Cod Lumber Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$114M 22.392829888072466% vs 2022
2024 filing year
$90M$100M$110M$120M 202220232024 $93.1M $114M ▲ +22.4%
Year Plans Participants Total Assets
2022 2 196 $93M
2023 2 195 $104M
2024 2 188 $114M

Nearby ESOP Plans in Massachusetts

Peer ESOP plans, same state, same plan type, ranked by total assets.

Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000100020003000 0100200300400500600 Total assets ($M) Participants Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 64.794084 · Participants: 91Cape Cod Lumber Co., Inc. Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 495.023943 · Participants: 1315Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 380.839397 · Participants: 193The Gillette Company Employee Stock Ownership PlanAbt Associates Inc. Employees Stock Ownership Plan, Total assets ($M): 312.177588 · Participants: 2426Abt Associates Inc. Employees Stock Ownership PlanNew England Biolabs, Inc. Voting Stock Ownership Plan, Total assets ($M): 272.105333 · Participants: 386New England Biolabs, Inc. Voting Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 258.836117 · Participants: 1646Eastern Bank Employee Stock Ownership Plan
Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Employee Stock Ownership Plan of Cross Technologies, Inc. in NC ($65M); by covered participants it is Community First Bank Employee Stock Ownership Plan in WI (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Lumber Co., Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan surged - up 39.6% during 2022, from $46M to $65M. Reported net income was $19M.
How have Cape Cod Lumber Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cape Cod Lumber Co., Inc.'s sponsor-wide assets grew 22.4%, from $93M to $114M.
Where does Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Employee Stock Ownership Plan of Cross Technologies, Inc. in NC ($65M, 606 participants).
Which ESOP plans cover a similar participant headcount to Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Community First Bank Employee Stock Ownership Plan in WI (91 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042272126.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.