Defined Benefit (Pension) · DOL Form 5500 · 2022

Cape Cod Management, LLC Pension Plan

Data updated 2026-08-25

$713K
Total assets Small plan by assets
3
Participants Small participant base
22nd
Percentile by assets National rank
$237,783
Avg per participant Above avg balance/head
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Official DOL plan name: Cape Cod Management, LLC Defined Benefit Pension Plan · Sponsored by Cape Cod Management, LLC · Texas · Professional & Technical Services

$713K in assets, 3 participants

Cape Cod Management, LLC's Cape Cod Management, LLC Defined Benefit Pension Plan reported $713K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,815 in Professional & Technical Services (21,562 peers)

2022 asset change

Cape Cod Management, LLC Defined Benefit Pension Plan pulled back noticeably 12.5% in 2022 ($815K → $713K) for 3 participants.

#3,815
in Professional & Technical Services (21,562 peers)
-12.5%
assets change YoY

The plan reported a net loss of $102K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cape Cod Management, LLC Defined Benefit Pension Plan among the smaller filed plans by assets

Cape Cod Management, LLC Defined Benefit Pension Plan vs every filed plan by assets

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

$713,349 22nd percentile higher than 22% 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 Management, LLC Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cape Cod Management, LLC Defined Benefit Pension Plan is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 464350921 · Cape Cod Management, LLC PY 2022 · Defined Benefit (Pension)

Cape Cod Management, LLC Defined Benefit Pension Plan · $713K · 3 · 22nd

  • BOY $713K
  • BOY 3
  • BOY 22nd
  • BOY Defined Benefit (Pension)
  • BOY near Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan
  • BOY ind #3815

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 Professional & Technical Services retirement plans → · Plans in Texas →

Cape Cod Management, LLC Defined Benefit Pension Plan in the asset neighbourhood

Oneida County Orthodontics P.C. Cash Balance PlanOneida County Orthodontics P…$717KCape Cod Management, LLC Defined Benefit Pension PlanCape Cod Management, LLC Def…$713KChristopher I. Zoumalan, M.D., Inc. Cash Balance PlanChristopher I. Zoumalan, M.D…$711KHonzen Ou, M.D., Inc. Defined Benefit Pension PlanHonzen Ou, M.D., Inc. Define…$711KFireoak Strategies, LLC Pension PlanFireoak Strategies, LLC Pens…$711K
End-of-year total assets ($M) among Cape Cod Management, LLC Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Cape Cod Management, LLC years around the 2022 move

Sponsor-wide plan assets over time

All Cape Cod Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.2M$0.4M$0.6M$0.8M 20222023 $0.71M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 3 $713K
2023 1 3 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$815K
Net Assets (End of Year)$711K
Net Income-$102K
Employer EIN464350921
Plan Effective Date2013-10-24
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Cape Cod Management, LLC Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Cape Cod Management, LLC Defined Benefit Pension Plan, Total assets ($B): 0.000713349 · Participants: 3Cape Cod Management, LLC Defined Benefit Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
Cape Cod Management, LLC Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Cape Cod Management, LLC Defined Benefit Pension Plan side-by-side with 3 peers →

Cape Cod Management, LLC Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan in CA ($711K); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Management, LLC Defined Benefit Pension Plan assets move in 2022? ▼
Cape Cod Management, LLC Defined Benefit Pension Plan pulled back noticeably - down 12.5% during 2022, from $815K to $713K. Reported net income was -$102K.
Where does Cape Cod Management, LLC Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Cape Cod Management, LLC Defined Benefit Pension Plan ranks in the 22nd 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 Defined Benefit (Pension) plans are similar in size to Cape Cod Management, LLC Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan in CA ($711K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cape Cod Management, LLC Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $904K 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 464350921.

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.