Other · DOL Form 5500 · 2023
Cape Cod Healthcare Retirement Plan
Data updated 2026-08-25
- $864M
- Total assets Above avg plan size
- 4,756
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $181,769
- Avg per participant Above avg balance/head
Official DOL plan name: Cape Cod Healthcare 403(b) Partnership Plan · Sponsored by Cape Cod Healthcare · Massachusetts · Healthcare & Social Assistance
$864M in assets, 4,756 participants
Cape Cod Healthcare's Cape Cod Healthcare 403(b) Partnership Plan reported $864M in total assets and 4,756 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #17,436 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
Cape Cod Healthcare 403(b) Partnership Plan covers 4,756 participants in Massachusetts, 7.2x the typical Massachusetts plan (state average ~659 per filing). Assets: $864M.
- #17,436
- in Healthcare & Social Assistance (17,684 peers)
- +12.2%
- assets growth YoY
- 8.7×
- vs typical plan assets (national mean)
Cape Cod Healthcare 403(b) Partnership Plan's outsized position by total assets
Cape Cod Healthcare 403(b) Partnership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$864,493,392 Top 2% higher than 98% 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 Healthcare 403(b) Partnership Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cape Cod Healthcare 403(b) Partnership Plan lands in the large band (4,756 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cape Cod Healthcare 403(b) Partnership Plan reported net income rose from -$121M in the plan year 2022 filing to $94M in the plan year 2023 filing.
- Cape Cod Healthcare 403(b) Partnership Plan end-of-year assets rose from $770M in the plan year 2022 filing to $864M in the plan year 2023 filing.
- Cape Cod Healthcare 403(b) Partnership Plan reported participants fell from 4,813 in the plan year 2022 filing to 4,756 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 222600704 · Cape Cod Healthcare PY 2023 · Other
Cape Cod Healthcare 403(b) Partnership Plan · $864M · 4,756 · 98th
- BOOK $864M
- VS-ST 4,756
- BOY 98th
- SCH Other
- EBSA near Marquette University Retirement Plan
- PART ind #17436
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 Healthcare 403(b) Partnership Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $770M |
|---|---|
| Net Assets (End of Year) | $864M |
| Net Income | $94M |
| Employer EIN | 222600704 |
| Plan Effective Date | 1992-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cape Cod Healthcare)
Sponsor-wide plan assets over time
All Cape Cod Healthcare plans reported in each filing year
- Latest sponsor-wide plan assets
- $929M 20.624672517417928% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,813 | $770M |
| 2023 | 1 | 4,756 | $864M |
| 2024 | 1 | 4,851 | $929M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Cape Cod Healthcare 403(b) Partnership Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Marquette University Retirement Plan in WI ($865M); by covered participants it is New York University Retirement Plan for Adjunct Faculty Members in NY (4,750 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($864M here).
- Marquette University Retirement Plan (WI) $865M · 3,157
- Georgetown University Voluntary Contribution Retirement Plan (DC) $865M · 15,030
- Presbyterian Healthcare Services 403(b) Plan (NM) $865M · 11,387
- University of Denver Retirement Plan (CO) $848M · 7,241
Similar participant headcount
Nearest other-state filings by covered participants (4,756 participants); asset peers above are excluded.
- New York University Retirement Plan for Adjunct Faculty Members (NY) 4,750 · 6 off
- Saint Louis University 403(b) Annuity Plan (MO) 4,784 · 28 off
- The University of Chicago Contributory Retirement Plan (IL) 4,796 · 40 off
- Arkansas Children's Retirement Plan (AR) 4,803 · 47 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.