401(k) · DOL Form 5500 · 2023
Cape Cod Orthopedics and Sports Medicine, P.C. 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 72
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $254,087
- Avg per participant Above avg balance/head
Official DOL plan name: Cape Cod Orthopedics and Sports Medicine, P.C. 401(k) Profit Sharing Plan · Sponsored by Cape Cod Orthopedics and Sports Medicine, P.C. · Massachusetts · Healthcare & Social Assistance
$18M in assets, 72 participants
Cape Cod Orthopedics and Sports Medicine, P.C.'s Cape Cod Orthopedics and Sports Medicine, P.C. 401(k) Profit Sharing Plan reported $18M in total assets and 72 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #13,364 in Healthcare & Social Assistance (17,684 peers)
Cape Cod Orthopedics and Sports Medicine, P.C. multi-year trail
Cape Cod Orthopedics and Sports Medicine, P.C.'s plans moved +27.0% in assets from 2022 to 2024; this filing shows Cape Cod Orthopedics and Sports Medicine, P.C. 401(k) Profit Sharing Plan at $18M / 72 participants.
- #13,364
- in Healthcare & Social Assistance (17,684 peers)
- +16.3%
- assets growth YoY
Cape Cod Orthopedics and Sports Medicine, P.C. 401(k) Profit Sharing Plan's outsized position by total assets
Cape Cod Orthopedics and Sports Medicine, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,294,287 Top 29% higher than 71% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Cape Cod Orthopedics and Sports Medicine, P.C. 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cape Cod Orthopedics and Sports Medicine, P.C. 401(k) Profit Sharing Plan is a small filing (72 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cape Cod Orthopedics and Sports Medicine, P.C. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Cape Cod Orthopedics and Sports Medicine, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Cape Cod Orthopedics and Sports Medicine, P.C. 401(k) Profit Sharing Plan reported participants rose from 68 in the plan year 2022 filing to 72 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 043092149 · Cape Cod Orthopedics and Sports Medicine, P.C. PY 2023 · 401(k)
Cape Cod Orthopedics and Sports Medicine, P.C. 401(k) Profit Sharing Plan · $18M · 72 · 71st
- ASSETS $18M
- ASSETS 72
- ASSETS 71st
- ASSETS 401(k)
- ASSETS near Cardinal Law Group, Ltd Retirement Plan
- ASSETS ind #13364
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 →
Cape Cod Orthopedics and Sports Medicine, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
Cape Cod Orthopedics and Sports Medicine, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Cape Cod Orthopedics and Sports Medicine, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 26.990216404795138% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 68 | $16M |
| 2023 | 1 | 72 | $18M |
| 2024 | 1 | 79 | $20M |
Cape Cod Orthopedics and Sports Medicine, P.C. filing trail (2023)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $3M |
| Employer EIN | 043092149 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Cape Cod Orthopedics and Sports Medicine, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Cardinal Law Group, Ltd Retirement Plan in IL ($18M); by covered participants it is Gryphon Healthcare 401(k) Plan in TX (72 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (72 participants); asset peers above are excluded.
- Gryphon Healthcare 401(k) Plan (TX) 72 · 0 off
- Rodland Motor Company 401(k) Plan (WA) 72 · 0 off
- Jones Energy, LLC Profit Sharing Plan (OK) 72 · 0 off
- Alexza Pharmaceuticals, Inc. 401(k) Plan (CA) 72 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.