Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Cape Cod Healthcare 403(b) Partnership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Cape Cod Healthcare · Massachusetts · Healthcare & Social Assistance

What the 2023 filing shows

Cape Cod Healthcare 403(b) Partnership Plan holds $770M for 4,813 participants — about $160,057 per participant, down 13.6% over the 2022 plan year.

$770M
total plan assets (2022 EOY)
4,813
covered participants
$160,057
avg assets per participant
-13.6%
assets change YoY

The plan reported a net loss of $121M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$770M
Participants
4,813
Industry
Healthcare & Social Assistance

What the Filing Says About Cape Cod Healthcare 403(b) Partnership Plan

Cape Cod Healthcare 403(b) Partnership Plan is a Profit Sharing retirement plan sponsored by Cape Cod Healthcare, headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $770M in total end-of-year assets and covers 4,813 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 222600704, and the plan has been effective since 1992-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $891M at the beginning of 2022 to $770M at year-end — a decline of 13.6%. Net assets (after liabilities) closed the year at $770M, with reported net income of $-120,857,631 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$891M
Total Assets (End of Year)$770M
Net Assets (End of Year)$770M
Net Income$-120,857,631
Plan TypeProfit Sharing
Employer EIN222600704
Plan Effective Date1992-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cape Cod Healthcare)

Year Plans Participants Total Assets
2022 1 4,813 $770M
2023 1 4,756 $864M
2024 1 4,851 $929M

Nearby Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Cape Cod Healthcare 403(b) Partnership Plan?
As of the 2022 Form 5500 filing, Cape Cod Healthcare 403(b) Partnership Plan holds $770M in total assets with 4,813 participants. It is sponsored by Cape Cod Healthcare.
What type of plan is Cape Cod Healthcare 403(b) Partnership Plan?
Cape Cod Healthcare 403(b) Partnership Plan is a Profit Sharing plan. It has been effective since 1992-05-01. The plan is filed with the U.S. Department of Labor under EIN 222600704.
Who sponsors the Cape Cod Healthcare 403(b) Partnership Plan?
Cape Cod Healthcare 403(b) Partnership Plan is sponsored by Cape Cod Healthcare, located in Massachusetts. The sponsor's EIN is 222600704 and the plan operates in the Healthcare & Social Assistance industry.
How did Cape Cod Healthcare 403(b) Partnership Plan perform in 2022?
Cape Cod Healthcare 403(b) Partnership Plan declined by 13.6% during 2022, moving from $891M to $770M in total assets. Net income was $-120,857,631.
Where can I find official filings for Cape Cod Healthcare 403(b) Partnership Plan?
Official Form 5500 filings for Cape Cod Healthcare 403(b) Partnership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 222600704 or plan name at efast.dol.gov.
How does Cape Cod Healthcare 403(b) Partnership Plan compare to other plans?
You can compare Cape Cod Healthcare 403(b) Partnership Plan against other Profit Sharing plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 222600704.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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