ESOP · DOL Form 5500 · 2023

Cape Cod Lumber Co., Inc. ESOP

Data updated 2026-08-11

$71M
Total assets: 92
Participants: 89th
Percentile by assets: $776,445
Avg per participant

Official DOL plan name: Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan · Sponsored by Cape Cod Lumber Co., Inc. · Massachusetts · Wholesale Trade

$71M in assets, 92 participants

Cape Cod Lumber Co., Inc.'s Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan reported $71M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

89th percentile by assets (of 127,072 plans)
#5,707 in Wholesale Trade (6,309 peers)

Where Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan sits by assets

Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $71M for 92 participants (~$776,445/participant), up 10.2% in 2023.

$71M
total plan assets (2023 EOY): 92
covered participants: 89th
percentile by assets (of 127,072 plans): $776,445
avg assets per participant

Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan reported net income fell from $19M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan end-of-year assets rose from $65M in the plan year 2022 filing to $71M in the plan year 2023 filing.
Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan reported participants rose from 91 in the plan year 2022 filing to 92 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Massachusetts

Industry

Wholesale Trade

Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan outranks 89% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$65M
Net Assets (End of Year)	$54M
Net Income	$7M
Employer EIN	042272126
Plan Effective Date	2014-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Cape Cod Lumber Co., Inc.)

Total plan assets by year, all Cape Cod Lumber Co., Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	196	$93M
2023	2	195	$104M
2024	2	188	$114M

Nearby ESOP Plans in Massachusetts

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

Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants

Consigli Building Group Employee Stock Ownership Plan $612M · 1,511
The Gillette Company Employee Stock Ownership Plan $349M · 174
Shawmut Group Employee Stock Ownership Plan $274M · 716
First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan $245M · 641
Eastern Bank Employee Stock Ownership Plan $213M · 1,778

Compare Cape Cod Lumber Co., Inc. Employee Stock… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan by total assets, not by location.

Advanced Elements, Inc. Employee Stock Ownership Plan (ND) $71M · 271
Morley Builders, Inc. Employee Stock Ownership Plan (CA) $72M · 120
Filmrise, Inc. Employee Stock Ownership Plan (NY) $72M · 106
Tcw Holdings, Inc. Employee Stock Ownership Plan (TN) $72M · 436

Frequently Asked Questions

How did Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan grew at a solid clip - up 10.2% during 2023, from $65M to $71M. Reported net income was $7M.

How have Cape Cod Lumber Co., Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Cape Cod Lumber Co., Inc.'s sponsor-wide assets grew 22.4%, from $93M to $114M.

Where does Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Advanced Elements, Inc. Employee Stock Ownership Plan in ND ($71M, 271 participants).

Next read for Cape Cod Lumber Co., Inc. Employee Stock…

Scale reading

Ways to act on Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan's numbers.

By total assets, Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Massachusetts. Compare plans
Cape Cod Lumber Co., Inc.'s sponsor-wide assets have grown 22.4% since 2022 across 3 plan years on file. More Wholesale Trade plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042272126.