Money Purchase · DOL Form 5500 · 2022

Elder Services of Cape Cod and the Islands, Inc. Money Purchase Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
130
Participants Small participant base
50th
Percentile by assets National rank
$36,569
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Elder Services of Cape Cod and the Islands, Inc. Pension Trust · Sponsored by Elder Services of Cape Cod and the Islands, Inc. · Massachusetts · Healthcare & Social Assistance

$5M in assets, 130 participants

Elder Services of Cape Cod and the Islands, Inc.'s Elder Services of Cape Cod and the Islands, Inc. Pension Trust reported $5M in total assets and 130 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #11,044 in Healthcare & Social Assistance (20,060 peers)

Coverage in Massachusetts

Elder Services of Cape Cod and the Islands, Inc. Pension Trust covers 130 participants in Massachusetts, about 20% of the average Massachusetts filer (state average ~659 per filing). Assets: $5M.

#11,044
in Healthcare & Social Assistance (20,060 peers)
-17.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Elder Services of Cape Cod and the Islands, Inc. Pension Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Elder Services of Cape Cod and the Islands, Inc. Pension Trust vs every filed plan by assets

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

$4,754,029 Top 50% higher than 50% 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

Elder Services of Cape Cod and the Islands, Inc. Pension Trust 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. Elder Services of Cape Cod and the Islands, Inc. Pension Trust sits mid-pack in the medium band (130 participants).

Form 5500 schedule snapshot

Filing strip 042523904 · Elder Services of Cape Cod and the Islands, Inc. PY 2022 · Money Purchase

Elder Services of Cape Cod and the Islands, Inc. Pension Trust · $5M · 130 · 50th

  • SCH $5M
  • EBSA 130
  • PART 50th
  • TYPE Money Purchase
  • NET near Crossroads Rehabilitation Center Inc. Employees Pension Plan
  • BOOK ind #11044

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 →

Elder Services of Cape Cod and the Islands, Inc. Pension Trust in the asset neighbourhood

Curtis V. Cooper Primary Health Care, Inc. Pension PlanCurtis V. Cooper Primary Hea…$5MElder Services of Cape Cod and the Islands, Inc. Pension TrustElder Services of Cape Cod a…$5MCrossroads Rehabilitation Center Inc. Employees Pension PlanCrossroads Rehabilitation Ce…$5MPeterson Trucks, Inc. Pension PlanPeterson Trucks, Inc. Pensio…$5MNorth American Construction LP Davis-Bacon Pension Plan and TrustNorth American Construction …$5M
End-of-year total assets ($M) among Elder Services of Cape Cod and the Islands, Inc. Pension Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN042523904
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elder Services of Cape Cod and the Islands, Inc.)

Sponsor-wide plan assets over time

All Elder Services of Cape Cod and the Islands, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 0.45377866209227335% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $6.26M $6.28M ▲ +0.3%
Year Plans Participants Total Assets
2022 2 254 $6M
2023 2 258 $5M
2024 1 135 $6M

Nearby Money Purchase Plans in Massachusetts

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Elder Services of Cape Cod and the Islands, Inc. Pension Trust vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Elder Services of Cape Cod and the Islands, Inc. Pension Trust, Total assets ($B): 0.004754029 · Participants: 130Elder Services of Cape Cod and the Islands, Inc. Pension TrustThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.245275345 · Participants: 12021The Mitre Corporation Qualified Retirement PlanMassachusetts Laborers' Annuity Fund, Total assets ($B): 1.955452301 · Participants: 11530Massachusetts Laborers' Annuity FundRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 1.888120121 · Participants: 2698Retirement Income Plan for Teaching Faculty of Harvard UniversityHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.452591056 · Participants: 12417Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.441786632 · Participants: 8275Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Elder Services of Cape Cod and the Islands, Inc. Pension Trust vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Elder Services of Cape Cod and the Islands, Inc. Pension Trust side-by-side with 3 peers →

Elder Services of Cape Cod and the Islands, Inc. Pension Trust's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Crossroads Rehabilitation Center Inc. Employees Pension Plan in IN ($5M); by covered participants it is Valic Agents and Managers Retirement Plan in TX (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Elder Services of Cape Cod and the Islands, Inc. Pension Trust assets move in 2022? ▼
Elder Services of Cape Cod and the Islands, Inc. Pension Trust declined sharply - down 17.8% during 2022, from $6M to $5M. Reported net income was -$1M.
How have Elder Services of Cape Cod and the Islands, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elder Services of Cape Cod and the Islands, Inc.'s sponsor-wide assets grew 0.5%, from $6M to $6M.
Which Money Purchase plans are similar in size to Elder Services of Cape Cod and the Islands, Inc. Pension Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Crossroads Rehabilitation Center Inc. Employees Pension Plan in IN ($5M, 190 participants).
Which Money Purchase plans cover a similar participant headcount to Elder Services of Cape Cod and the Islands, Inc. Pension Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Valic Agents and Managers Retirement Plan in TX (130 participants, $16M 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 042523904.

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.