Other · DOL Form 5500 · 2022
Cape Cod Healthcare Retirement Plan
Data updated 2026-08-25
- $770M
- Total assets Above avg plan size
- 4,813
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $160,057
- Avg per participant Above avg balance/head
Official DOL plan name: Cape Cod Healthcare 403(b) Partnership Plan · Sponsored by Cape Cod Healthcare · Massachusetts · Healthcare & Social Assistance
$770M in assets, 4,813 participants
Cape Cod Healthcare's Cape Cod Healthcare 403(b) Partnership Plan reported $770M in total assets and 4,813 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #19,822 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
Cape Cod Healthcare 403(b) Partnership Plan covers 4,813 participants in Massachusetts, 7.3x the typical Massachusetts plan (state average ~659 per filing). Assets: $770M.
- #19,822
- in Healthcare & Social Assistance (20,060 peers)
- -13.6%
- assets change YoY
- 7.7×
- vs typical plan assets (national mean)
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.
Cape Cod Healthcare 403(b) Partnership Plan's outsized position by total assets
Cape Cod Healthcare 403(b) Partnership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$770,353,948 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Cape Cod Healthcare 403(b) Partnership Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cape Cod Healthcare 403(b) Partnership Plan lands in the large band (4,813 participants).
Form 5500 schedule snapshot
Filing strip 222600704 · Cape Cod Healthcare PY 2022 · Other
Cape Cod Healthcare 403(b) Partnership Plan · $770M · 4,813 · 99th
- BOOK $770M
- VS-ST 4,813
- BOY 99th
- SCH Other
- EBSA near St. Lukes Health System Matched 403b Plan
- PART ind #19822
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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →
Cape Cod Healthcare 403(b) Partnership Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $891M |
|---|---|
| Net Assets (End of Year) | $770M |
| Net Income | -$121M |
| Employer EIN | 222600704 |
| Plan Effective Date | 1992-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cape Cod Healthcare)
Sponsor-wide plan assets over time
All Cape Cod Healthcare plans reported in each filing year
- Latest sponsor-wide plan assets
- $929M 20.624672517417928% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,813 | $770M |
| 2023 | 1 | 4,756 | $864M |
| 2024 | 1 | 4,851 | $929M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Cape Cod Healthcare 403(b) Partnership Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is St. Lukes Health System Matched 403b Plan in ID ($772M); by covered participants it is The Arc New York Affiliated Employers 403(b) Plan in NY (4,834 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($770M here).
- St. Lukes Health System Matched 403b Plan (ID) $772M · 15,284
- Marquette University Retirement Plan (WI) $779M · 2,039
- Children's Hospital and Health System Shared Retirement Savings Plan (WI) $760M · 5,299
- Atlantic Health System 403(b) Retirement Savings Plan (NJ) $759M · 19,041
Similar participant headcount
Nearest other-state filings by covered participants (4,813 participants); asset peers above are excluded.
- The Arc New York Affiliated Employers 403(b) Plan (NY) 4,834 · 21 off
- Children's Hospital of Orange County Retirement Accumulation Plan (CA) 4,782 · 31 off
- The Research Foundation for Suny Optional Retirement Plan (NY) 4,769 · 44 off
- Adena Health System Tax Deferred Annuity/Matched Savings Plan (OH) 4,765 · 48 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.