Other · DOL Form 5500 · 2022
Elder Services of Cape Cod and the Islands, Inc Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 124
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $12,110
- Avg per participant Low balance/head
Official DOL plan name: Elder Services of Cape Cod and the Islands, Inc. 403(b) Plan · Sponsored by Elder Services of Cape Cod and the Islands, Inc · Massachusetts · Healthcare & Social Assistance
$2M in assets, 124 participants
Elder Services of Cape Cod and the Islands, Inc's Elder Services of Cape Cod and the Islands, Inc. 403(b) Plan reported $2M in total assets and 124 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.
- #5,797 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
Elder Services of Cape Cod and the Islands, Inc. 403(b) Plan covers 124 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $2M.
- #5,797
- in Healthcare & Social Assistance (20,060 peers)
- -52.9%
- 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.
Elder Services of Cape Cod and the Islands, Inc. 403(b) Plan among the smaller filed plans by assets
Elder Services of Cape Cod and the Islands, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,501,664 30th percentile higher than 30% 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
Elder Services of Cape Cod and the Islands, Inc. 403(b) 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. Elder Services of Cape Cod and the Islands, Inc. 403(b) Plan sits mid-pack in the medium band (124 participants).
Published 5500 schedule card
Filing strip 042523904 · Elder Services of Cape Cod and the Islands, Inc PY 2022 · Other
Elder Services of Cape Cod and the Islands, Inc. 403(b) Plan · $2M · 124 · 30th
- IND $2M
- IND 124
- IND 30th
- IND Other
- IND near Marc Center 403(b)Retirement Plan
- IND ind #5797
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. 403(b) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$2M |
| Employer EIN | 042523904 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 254 | $6M |
| 2023 | 2 | 258 | $5M |
| 2024 | 1 | 135 | $6M |
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
Elder Services of Cape Cod and the Islands, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Marc Center 403(b)Retirement Plan in IL ($1M); by covered participants it is Town School for Boys DC Retirement Plan in CA (124 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (124 participants); asset peers above are excluded.
- Town School for Boys DC Retirement Plan (CA) 124 · 0 off
- The Frederick Gunn School Defined Contribution Retirement Plan (CT) 124 · 0 off
- The Advocacy Alliance Retirement Plan (PA) 124 · 0 off
- The Athenian School 403(b) Plan (CA) 124 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.