Defined Benefit (Pension) · DOL Form 5500 · 2023
Cape Cod Management, LLC Pension Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 3
- Participants Small participant base
Official DOL plan name: Cape Cod Management, LLC Defined Benefit Pension Plan · Sponsored by Cape Cod Management, LLC · Texas · Professional & Technical Services
N/A in assets, 3 participants
Cape Cod Management, LLC's Cape Cod Management, LLC Defined Benefit Pension Plan reported N/A in total assets and 3 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2023 filing shows
Cape Cod Management, LLC Defined Benefit Pension Plan holds N/A for 3 participants.
- -$711K
- reported net income
The plan reported a net loss of $711K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cape Cod Management, LLC Defined Benefit Pension Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cape Cod Management, LLC Defined Benefit Pension Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cape Cod Management, LLC Defined Benefit Pension Plan reported net income fell from -$102K in the plan year 2022 filing to -$711K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 464350921 · Cape Cod Management, LLC PY 2023 · Defined Benefit (Pension)
Cape Cod Management, LLC Defined Benefit Pension Plan · N/A · 3
- 5500 N/A
- ASSETS 3
- PCT PY 2023
- EIN Defined Benefit (Pension)
- RANK near Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan
- PHOTO -$711K
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 Professional & Technical Services retirement plans → · Plans in Texas →
Filing particulars (2023)
| Total Assets (Beginning of Year) | $713K |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$711K |
| Employer EIN | 464350921 |
| Plan Effective Date | 2013-10-24 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cape Cod Management, LLC)
Sponsor-wide plan assets over time
All Cape Cod Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $713K |
| 2023 | 1 | 3 | N/A |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- AT&T Pension Benefit Plan $30.0B · 107,859
- Shell Pension Plan $15.1B · 12,215
- Exxonmobil Pension Plan $12.0B · 22,551
- Caterpillar Inc. Retirement Income Plan $9.8B · 12,138
- Bp Retirement Accumulation Plan $5.5B · 9,360
Cape Cod Management, LLC Defined Benefit Pension Plan's closest out-of-state Defined Benefit (Pension) peers by headcount
Outside Texas, the nearest Defined Benefit (Pension) by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants; this filing: 3 participants).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.