401(k)
2022 plan-year 401(k) DOL Form 5500

Associates of Cape Cod, Inc. Retirement Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Associates of Cape Cod, Inc. · Massachusetts · Manufacturing

What the 2023 filing shows

Associates of Cape Cod, Inc. Retirement Savings Plan holds $23M for 200 participants — about $116,494 per participant, down 14.6% over the 2022 plan year.

$23M
total plan assets (2022 EOY)
200
covered participants
$116,494
avg assets per participant
-14.6%
assets change YoY

The plan reported a net loss of $4M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$23M
Participants
200
Industry
Manufacturing

What the Filing Says About Associates of Cape Cod, Inc. Retirement Savings Plan

Associates of Cape Cod, Inc. Retirement Savings Plan is a 401(k) retirement plan sponsored by Associates of Cape Cod, Inc., headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $23M in total end-of-year assets and covers 200 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 042541505, and the plan has been effective since 1996-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $27M at the beginning of 2022 to $23M at year-end — a decline of 14.6%. Net assets (after liabilities) closed the year at $23M, with reported net income of $-3,968,778 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$27M
Total Assets (End of Year)$23M
Net Assets (End of Year)$23M
Net Income$-3,968,778
Plan Type401(k)
Employer EIN042541505
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Associates of Cape Cod, Inc.)

Year Plans Participants Total Assets
2022 1 200 $23M
2023 1 228 $27M
2024 1 216 $32M

Nearby 401(k) Plans in Massachusetts

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

Frequently Asked Questions

How much money is in the Associates of Cape Cod, Inc. Retirement Savings Plan?
As of the 2022 Form 5500 filing, Associates of Cape Cod, Inc. Retirement Savings Plan holds $23M in total assets with 200 participants. It is sponsored by Associates of Cape Cod, Inc..
What type of plan is Associates of Cape Cod, Inc. Retirement Savings Plan?
Associates of Cape Cod, Inc. Retirement Savings Plan is a 401(k) plan. It has been effective since 1996-01-01. The plan is filed with the U.S. Department of Labor under EIN 042541505.
Who sponsors the Associates of Cape Cod, Inc. Retirement Savings Plan?
Associates of Cape Cod, Inc. Retirement Savings Plan is sponsored by Associates of Cape Cod, Inc., located in Massachusetts. The sponsor's EIN is 042541505 and the plan operates in the Manufacturing industry.
How did Associates of Cape Cod, Inc. Retirement Savings Plan perform in 2022?
Associates of Cape Cod, Inc. Retirement Savings Plan declined by 14.6% during 2022, moving from $27M to $23M in total assets. Net income was $-3,968,778.
Where can I find official filings for Associates of Cape Cod, Inc. Retirement Savings Plan?
Official Form 5500 filings for Associates of Cape Cod, Inc. Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042541505 or plan name at efast.dol.gov.
How does Associates of Cape Cod, Inc. Retirement Savings Plan compare to other plans?
You can compare Associates of Cape Cod, Inc. Retirement Savings Plan against other 401(k) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 042541505.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.