Profit Sharing · DOL Form 5500 · 2022

Cape Air Profit Sharing Plan

Data updated 2026-08-25

$934K
Total assets Small plan by assets
78
Participants Small participant base
24th
Percentile by assets National rank
$11,974
Avg per participant Low balance/head
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Official DOL plan name: Cape Air Puerto Rico Employees Retirement Plan · Sponsored by Cape Air · Massachusetts · Transportation & Warehousing

$934K in assets, 78 participants

Cape Air's Cape Air Puerto Rico Employees Retirement Plan reported $934K in total assets and 78 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

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

Cape Air multi-year trail

Cape Air's plans moved +25.2% in assets from 2022 to 2024; this filing shows Cape Air Puerto Rico Employees Retirement Plan at $934K / 78 participants.

#921
in Transportation & Warehousing (3,876 peers)
-9.2%
assets change YoY

The plan reported a net loss of $94K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cape Air Puerto Rico Employees Retirement Plan among the smaller filed plans by assets

Cape Air Puerto Rico Employees Retirement Plan vs every filed plan by assets

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

$933,999 24th percentile higher than 24% 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 Air Puerto Rico Employees Retirement 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 Air Puerto Rico Employees Retirement Plan is a small filing (78 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 043005476 · Cape Air PY 2022 · Profit Sharing

Cape Air Puerto Rico Employees Retirement Plan · $934K · 78 · 24th

  • BOOK $934K
  • VS-ST 78
  • BOY 24th
  • SCH Profit Sharing
  • EBSA near K&v Ziemer Enterprises, Inc. Retirement Plan
  • PART ind #921

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 Air Puerto Rico Employees Retirement Plan in the asset neighbourhood

Cape Air Puerto Rico Employees Retirement PlanCape Air Puerto Rico Employe…$934KK&v Ziemer Enterprises, Inc. Retirement PlanK&v Ziemer Enterprises, Inc.…$934KCruz Pena & Vazquez Bou Retirement PlanCruz Pena & Vazquez Bou Reti…$935KLife's Little Treasures Corp. Retirement PlanLife's Little Treasures Corp…$935KCharles Sheppard Farms Self-Employed Profit Sharing PlanCharles Sheppard Farms Self-…$935K
End-of-year total assets ($M) among Cape Air Puerto Rico Employees Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Cape Air multi-year asset trail

Sponsor-wide plan assets over time

All Cape Air plans reported in each filing year

Latest sponsor-wide plan assets
$36M 25.243413616420323% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $29M $36.3M ▲ +25.2%
Year Plans Participants Total Assets
2022 2 760 $29M
2023 2 647 $34M
2024 2 637 $36M

Cape Air filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$934K
Net Income-$94K
Employer EIN043005476
Plan Effective Date2011-12-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Massachusetts

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

Cape Air Puerto Rico Employees Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Cape Air Puerto Rico Employees Retirement Plan, Total assets ($B): 0.000933999 · Participants: 78Cape Air Puerto Rico Employees Retirement PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 12.088048631 · Participants: 74556Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 0.873013175 · Participants: 12106Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.635251544 · Participants: 4216Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.573445261 · Participants: 5008The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.540464451 · Participants: 2153Sheet Metal Workers Local 17 Annuity Income Fund
Cape Air Puerto Rico Employees Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Cape Air Puerto Rico Employees Retirement Plan side-by-side with 3 peers →

Cape Air Puerto Rico Employees Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is K&v Ziemer Enterprises, Inc. Retirement Plan in IN ($934K); by covered participants it is Brighter Choice Charter Schools for Girls 403(b) Retirement Plan in NY (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 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 Air Puerto Rico Employees Retirement Plan assets move in 2022? ▼
Cape Air Puerto Rico Employees Retirement Plan pulled back noticeably - down 9.2% during 2022, from $1M to $934K. Reported net income was -$94K.
How have Cape Air plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cape Air's sponsor-wide assets grew 25.2%, from $29M to $36M.
Where does Cape Air Puerto Rico Employees Retirement Plan rank by assets among Form 5500 filers? ▼
Cape Air Puerto Rico Employees Retirement Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Cape Air Puerto Rico Employees Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is K&v Ziemer Enterprises, Inc. Retirement Plan in IN ($934K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Cape Air Puerto Rico Employees Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Brighter Choice Charter Schools for Girls 403(b) Retirement Plan in NY (78 participants, $3M 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 043005476.

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.