401(k) · DOL Form 5500 · 2022

Cape Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
103
Participants Small participant base
55th
Percentile by assets National rank
$58,894
Avg per participant Low balance/head
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Official DOL plan name: Cape Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Cape Associates, Inc. · Massachusetts · Construction

$6M in assets, 103 participants

Cape Associates, Inc.'s Cape Associates, Inc. 401(k) Profit Sharing Plan reported $6M in total assets and 103 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #5,366 in Construction (9,927 peers)

Coverage in Massachusetts

Cape Associates, Inc. 401(k) Profit Sharing Plan covers 103 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $6M.

#5,366
in Construction (9,927 peers)
-20.4%
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 Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Cape Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,066,090 Top 45% higher than 55% 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 Associates, Inc. 401(k) Profit Sharing 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 Associates, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (103 participants).

Published 5500 schedule card

Filing strip 042476237 · Cape Associates, Inc. PY 2022 · 401(k)

Cape Associates, Inc. 401(k) Profit Sharing Plan · $6M · 103 · 55th

  • PCT $6M
  • EIN 103
  • RANK 55th
  • PHOTO 401(k)
  • IND near Robert Fox, Inc. 401(k) Plan
  • EOY ind #5366

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 Construction retirement plans → · Plans in Massachusetts →

Cape Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Cape Associates, Inc. 401(k) Profit Sharing PlanCape Associates, Inc. 401(k)…$6MRobert Fox, Inc. 401(k) Plan$6MMiller Tabak & Co. , LLC Savings Investment PlanMiller Tabak & Co. , LLC Sav…$6MTriple, Inc. 401(k) Savings PlanTriple, Inc. 401(k) Savings …$6MAuction Edge Inc 401(k) Profit Sharing Plan and TrustAuction Edge Inc 401(k) Prof…$6M
End-of-year total assets ($M) among Cape Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$2M
Employer EIN042476237
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cape Associates, Inc.)

Sponsor-wide plan assets over time

All Cape Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 37.117748005717026% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.07M $8.32M ▲ +37.1%
Year Plans Participants Total Assets
2022 1 103 $6M
2023 1 108 $7M
2024 1 106 $8M

Nearby 401(k) Plans in Massachusetts

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

Cape Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Cape Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.00606609 · Participants: 103Cape Associates, Inc. 401(k) Profit Sharing 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 Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Cape Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Cape Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Robert Fox, Inc. 401(k) Plan in NY ($6M); by covered participants it is Widen Enterprises LLC in WI (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Associates, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Cape Associates, Inc. 401(k) Profit Sharing Plan declined sharply - down 20.4% during 2022, from $8M to $6M. Reported net income was -$2M.
How have Cape Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cape Associates, Inc.'s sponsor-wide assets grew 37.1%, from $6M to $8M.
Which 401(k) plans are similar in size to Cape Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Robert Fox, Inc. 401(k) Plan in NY ($6M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Cape Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Widen Enterprises LLC in WI (103 participants, N/A 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 042476237.

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.