Other · DOL Form 5500 · 2022
Cape Abilities, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 248
- Participants Below avg headcount
- 52nd
- Percentile by assets National rank
- $21,731
- Avg per participant Low balance/head
Official DOL plan name: Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan · Sponsored by Cape Abilities, Inc. · Massachusetts · Other Services
$5M in assets, 248 participants
Cape Abilities, Inc.'s Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan reported $5M in total assets and 248 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.
- #5,941 in Other Services (8,398 peers)
Coverage in Massachusetts
Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan covers 248 participants in Massachusetts, about 38% of the average Massachusetts filer (state average ~659 per filing). Assets: $5M.
- #5,941
- in Other Services (8,398 peers)
- -11.7%
- assets change YoY
The plan reported a net loss of $714K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan's mid-pack asset rank among Other Services and all filers
Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,389,404 Top 48% higher than 52% 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
Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity 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. Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan sits mid-pack in the medium band (248 participants).
Plan-year Form 5500 strip
Filing strip 042453166 · Cape Abilities, Inc. PY 2022 · Other
Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan · $5M · 248 · 52nd
- EIN $5M
- RANK 248
- PHOTO 52nd
- IND Other
- EOY near Upper Bay 403(b) Plan
- 5500 ind #5941
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 Other Services retirement plans → · Plans in Massachusetts →
Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$714K |
| Employer EIN | 042453166 |
| Plan Effective Date | 1994-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cape Abilities, Inc.)
Sponsor-wide plan assets over time
All Cape Abilities, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 35.129802850185285% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 248 | $5M |
| 2023 | 1 | 243 | $7M |
| 2024 | 1 | 233 | $7M |
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
Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Upper Bay 403(b) Plan in MD ($5M); by covered participants it is St. Paul Academy and Summit School 403(b) DC Plan in MN (248 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (248 participants); asset peers above are excluded.
- St. Paul Academy and Summit School 403(b) DC Plan (MN) 248 · 0 off
- The Oaks Academy DC Plan (IN) 248 · 0 off
- Midway University Retirement Plan (KY) 248 · 0 off
- Project Lead the Way 403b Plan (IN) 248 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.