Other · DOL Form 5500 · 2022

Outer Cape Health Services, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
185
Participants Below avg headcount
55th
Percentile by assets National rank
$34,203
Avg per participant Low balance/head
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Official DOL plan name: Outer Cape Health Services, Inc. 403(b) Plan · Sponsored by Outer Cape Health Services, Inc. · Massachusetts · Healthcare & Social Assistance

$6M in assets, 185 participants

Outer Cape Health Services, Inc.'s Outer Cape Health Services, Inc. 403(b) Plan reported $6M in total assets and 185 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #12,304 in Healthcare & Social Assistance (20,060 peers)

Coverage in Massachusetts

Outer Cape Health Services, Inc. 403(b) Plan covers 185 participants in Massachusetts, about 28% of the average Massachusetts filer (state average ~659 per filing). Assets: $6M.

#12,304
in Healthcare & Social Assistance (20,060 peers)
-16.9%
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.

Outer Cape Health Services, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Outer Cape Health Services, Inc. 403(b) Plan vs every filed plan by assets

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

$6,327,472 Top 45% higher than 55% 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

Outer Cape Health Services, 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. Outer Cape Health Services, Inc. 403(b) Plan sits mid-pack in the medium band (185 participants).

Plan-year Form 5500 strip

Filing strip 042509828 · Outer Cape Health Services, Inc. PY 2022 · Other

Outer Cape Health Services, Inc. 403(b) Plan · $6M · 185 · 55th

  • TYPE $6M
  • NET 185
  • BOOK 55th
  • VS-ST Other
  • BOY near Titusville Area Hospital Tsa Annuity Plan
  • SCH ind #12304

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 →

Outer Cape Health Services, Inc. 403(b) Plan in the asset neighbourhood

Outer Cape Health Services, Inc. 403(b) PlanOuter Cape Health Services, …$6MTitusville Area Hospital Tsa Annuity PlanTitusville Area Hospital Tsa…$6MAmber Charter School 403(b) DC PlanAmber Charter School 403(b) …$6M403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc.403(b) Thrift Plan for Goodw…$6MTax Deferred Annuity Plan of Near North Health Service CorporationTax Deferred Annuity Plan of…$6M
End-of-year total assets ($M) among Outer Cape Health Services, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN042509828
Plan Effective Date1995-01-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Outer Cape Health Services, Inc.)

Sponsor-wide plan assets over time

All Outer Cape Health Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 35.4167509551998% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.33M $8.57M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 185 $6M
2023 1 202 $8M
2024 1 220 $9M

Nearby Other Plans in Massachusetts

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

Outer Cape Health Services, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Outer Cape Health Services, Inc. 403(b) Plan, Total assets ($B): 0.006327472 · Participants: 185Outer Cape Health Services, Inc. 403(b) PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Outer Cape Health Services, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants

Outer Cape Health Services, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Titusville Area Hospital Tsa Annuity Plan in PA ($6M); by covered participants it is Western Pennsylvania Conservancy Matching Defined Contribution Plan in PA (185 participants). Same-state nearby plans are listed separately above.

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 Outer Cape Health Services, Inc. 403(b) Plan assets move in 2022?
Outer Cape Health Services, Inc. 403(b) Plan declined sharply - down 16.9% during 2022, from $8M to $6M. Reported net income was -$1M.
How have Outer Cape Health Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Outer Cape Health Services, Inc.'s sponsor-wide assets grew 35.4%, from $6M to $9M.
Which Other plans are similar in size to Outer Cape Health Services, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is Titusville Area Hospital Tsa Annuity Plan in PA ($6M, 104 participants).
Which Other plans cover a similar participant headcount to Outer Cape Health Services, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Western Pennsylvania Conservancy Matching Defined Contribution Plan in PA (185 participants, $20M in assets).