401(k) · DOL Form 5500 · 2023

Associates of Cape Cod, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
228
Participants Below avg headcount
78th
Percentile by assets National rank
$118,956
Avg per participant Near avg balance/head
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Official DOL plan name: Associates of Cape Cod, Inc. Retirement Savings Plan · Sponsored by Associates of Cape Cod, Inc. · Massachusetts · Manufacturing

$27M in assets, 228 participants

Associates of Cape Cod, Inc.'s Associates of Cape Cod, Inc. Retirement Savings Plan reported $27M in total assets and 228 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #12,932 in Manufacturing (18,722 peers)

Coverage in Massachusetts

Associates of Cape Cod, Inc. Retirement Savings Plan covers 228 participants in Massachusetts, about 35% of the average Massachusetts filer (state average ~659 per filing). Assets: $27M.

#12,932
in Manufacturing (18,722 peers)
+16.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Associates of Cape Cod, Inc. Retirement Savings Plan's outsized position by total assets

Associates of Cape Cod, Inc. Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$27,122,059 Top 22% higher than 78% of 127,068 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 2023

Associates of Cape Cod, Inc. Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Associates of Cape Cod, Inc. Retirement Savings Plan sits mid-pack in the medium band (228 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Associates of Cape Cod, Inc. Retirement Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Associates of Cape Cod, Inc. Retirement Savings Plan end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Associates of Cape Cod, Inc. Retirement Savings Plan reported participants rose from 200 in the plan year 2022 filing to 228 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042541505 · Associates of Cape Cod, Inc. PY 2023 · 401(k)

Associates of Cape Cod, Inc. Retirement Savings Plan · $27M · 228 · 78th

  • IND $27M
  • IND 228
  • IND 78th
  • IND 401(k)
  • IND near Powerhouse Retail Services 401(k) Plan
  • IND ind #12932

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 Manufacturing retirement plans → · Plans in Massachusetts →

Associates of Cape Cod, Inc. Retirement Savings Plan in the asset neighbourhood

Educationdynamics 401(k) Profit Sharing PlanEducationdynamics 401(k) Pro…$27MAssociates of Cape Cod, Inc. Retirement Savings PlanAssociates of Cape Cod, Inc.…$27MPowerhouse Retail Services 401(k) PlanPowerhouse Retail Services 4…$27MHoly Cross Anesthesiology Associates, P.a. Profit SharingHoly Cross Anesthesiology As…$27MSecurity National Bank of Omaha Thrift Saving PlanSecurity National Bank of Om…$27M
End-of-year total assets ($M) among Associates of Cape Cod, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN042541505
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Associates of Cape Cod, Inc.)

Sponsor-wide plan assets over time

All Associates of Cape Cod, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 36.98809703360219% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.3M $31.9M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 200 $23M
2023 1 228 $27M
2024 1 216 $32M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Associates of Cape Cod, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Associates of Cape Cod, Inc. Retirement Savings Plan, Total assets ($B): 0.027122059 · Participants: 228Associates of Cape Cod, Inc. Retirement Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Associates of Cape Cod, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Associates of Cape Cod, Inc. Retirement Savings Plan side-by-side with 3 peers →

Associates of Cape Cod, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Powerhouse Retail Services 401(k) Plan in TX ($27M); by covered participants it is Cam Properties 401(k) Plan in AZ (228 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (228 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.

Frequently Asked Questions

How did Associates of Cape Cod, Inc. Retirement Savings Plan assets move in 2023? ▼
Associates of Cape Cod, Inc. Retirement Savings Plan grew sharply - up 16.4% during 2023, from $23M to $27M. Reported net income was $4M.
How have Associates of Cape Cod, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Associates of Cape Cod, Inc.'s sponsor-wide assets grew 37.0%, from $23M to $32M.
Where does Associates of Cape Cod, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Associates of Cape Cod, Inc. Retirement Savings Plan ranks in the 78th 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 401(k) plans are similar in size to Associates of Cape Cod, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Powerhouse Retail Services 401(k) Plan in TX ($27M, 795 participants).
Which 401(k) plans cover a similar participant headcount to Associates of Cape Cod, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cam Properties 401(k) Plan in AZ (228 participants, $2M in assets).

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 042541505.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.