Profit Sharing · DOL Form 5500 · 2023

Cape Air Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
78
Participants Small participant base
25th
Percentile by assets National rank
$14,367
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cape Air Puerto Rico Employees Retirement Plan · Sponsored by Cape Air · Massachusetts · Transportation & Warehousing

$1M in assets, 78 participants

Cape Air's Cape Air Puerto Rico Employees Retirement Plan reported $1M in total assets and 78 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #828 in Transportation & Warehousing (3,362 peers)

Cape Air multi-year trail

Cape Air's plans moved +25.2% in assets from 2022 to 2024; this filing shows Cape Air Puerto Rico Employees Retirement Plan at $1M / 78 participants.

#828
in Transportation & Warehousing (3,362 peers)
+20.0%
assets growth YoY

Cape Air Puerto Rico Employees Retirement Plan among the smaller filed plans by assets

Cape Air Puerto Rico Employees Retirement Plan vs every filed plan by assets

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

$1,120,622 25th percentile higher than 25% 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

Cape Air Puerto Rico Employees Retirement 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 Air Puerto Rico Employees Retirement Plan is a small filing (78 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cape Air Puerto Rico Employees Retirement Plan reported net income rose from -$94K in the plan year 2022 filing to $187K in the plan year 2023 filing.
  • Cape Air Puerto Rico Employees Retirement Plan end-of-year assets rose from $934K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 043005476 · Cape Air PY 2023 · Profit Sharing

Cape Air Puerto Rico Employees Retirement Plan · $1M · 78 · 25th

  • PART $1M
  • TYPE 78
  • NET 25th
  • BOOK Profit Sharing
  • VS-ST near Rjts Investments, Inc. Profit Sharing Plan
  • BOY ind #828

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 Transportation & Warehousing retirement plans → · Plans in Massachusetts →

Cape Air Puerto Rico Employees Retirement Plan in the asset neighbourhood

Cape Air Puerto Rico Employees Retirement PlanCape Air Puerto Rico Employe…$1MRjts Investments, Inc. Profit Sharing PlanRjts Investments, Inc. Profi…$1MMjn Enterprises, Inc. Profit Sharing Pension PlanMjn Enterprises, Inc. Profit…$1MPonce Pulmonary Group Psc Savings and Investment PlanPonce Pulmonary Group Psc Sa…$1MLaboratorio Clinico Jayuya, Inc. Profit Sharing Retirement PlanLaboratorio Clinico Jayuya, …$1M
End-of-year total assets ($M) among Cape Air Puerto Rico Employees Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Cape Air multi-year asset trail

Sponsor-wide plan assets over time

All Cape Air plans reported in each filing year

Latest sponsor-wide plan assets
$36M 25.243413616420323% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $29M $36.3M ▲ +25.2%
Year Plans Participants Total Assets
2022 2 760 $29M
2023 2 647 $34M
2024 2 637 $36M

Cape Air filing trail (2023)

Total Assets (Beginning of Year)$934K
Net Assets (End of Year)$1M
Net Income$187K
Employer EIN043005476
Plan Effective Date2011-12-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Massachusetts

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

Cape Air Puerto Rico Employees Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Cape Air Puerto Rico Employees Retirement Plan, Total assets ($B): 0.001120622 · Participants: 78Cape Air Puerto Rico Employees Retirement PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 14.924829262 · Participants: 74212Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.003886994 · Participants: 12622Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.788456235 · Participants: 4630Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.679151027 · Participants: 6360The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.616742666 · Participants: 2868Sheet Metal Workers Local 17 Annuity Income Fund
Cape Air Puerto Rico Employees Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Cape Air Puerto Rico Employees Retirement Plan side-by-side with 3 peers →

Cape Air Puerto Rico Employees Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Rjts Investments, Inc. Profit Sharing Plan in TN ($1M); by covered participants it is Fertilizer Dealer Supply, Inc. Profit Sharing Plan in IL (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 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 Cape Air Puerto Rico Employees Retirement Plan assets move in 2023? ▼
Cape Air Puerto Rico Employees Retirement Plan grew sharply - up 20.0% during 2023, from $934K to $1M. Reported net income was $187K.
How have Cape Air plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cape Air's sponsor-wide assets grew 25.2%, from $29M to $36M.
Where does Cape Air Puerto Rico Employees Retirement Plan rank by assets among Form 5500 filers? ▼
Cape Air Puerto Rico Employees Retirement Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Cape Air Puerto Rico Employees Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Rjts Investments, Inc. Profit Sharing Plan in TN ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Cape Air Puerto Rico Employees Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Fertilizer Dealer Supply, Inc. Profit Sharing Plan in IL (78 participants, $27M 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 043005476.

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.