Other · DOL Form 5500 · 2023
Cape Abilities, Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 243
- Participants Below avg headcount
- 50th
- Percentile by assets National rank
- $27,641
- Avg per participant Low balance/head
Official DOL plan name: Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan · Sponsored by Cape Abilities, Inc. · Massachusetts · Other Services
$7M in assets, 243 participants
Cape Abilities, Inc.'s Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan reported $7M in total assets and 243 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.
- #5,527 in Other Services (7,857 peers)
Coverage in Massachusetts
Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan covers 243 participants in Massachusetts, about 37% of the average Massachusetts filer (state average ~659 per filing). Assets: $7M.
- #5,527
- in Other Services (7,857 peers)
- +24.6%
- assets growth YoY
Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan's mid-pack asset rank among Other Services and all filers
Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,716,883 Top 50% higher than 50% 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 Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity 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. Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan sits mid-pack in the medium band (243 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan reported net income rose from -$714K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan reported participants fell from 248 in the plan year 2022 filing to 243 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 042453166 · Cape Abilities, Inc. PY 2023 · Other
Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan · $7M · 243 · 50th
- BOY $7M
- SCH 243
- EBSA 50th
- PART Other
- TYPE near National Capital Treatment and Recovery 403(b) Plan
- NET ind #5527
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 Other Services retirement plans → · Plans in Massachusetts →
Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 042453166 |
| Plan Effective Date | 1994-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cape Abilities, Inc.)
Sponsor-wide plan assets over time
All Cape Abilities, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 35.129802850185285% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 248 | $5M |
| 2023 | 1 | 243 | $7M |
| 2024 | 1 | 233 | $7M |
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 Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is National Capital Treatment and Recovery 403(b) Plan in VA ($7M); by covered participants it is Brilla College Prep 403(b) Retirement Plan in NY (243 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (243 participants); asset peers above are excluded.
- Brilla College Prep 403(b) Retirement Plan (NY) 243 · 0 off
- Greenwich Academy Inc. Defined Contribution Retirement Plan (CT) 243 · 0 off
- Candid Tax Deferred Annuity Plan (NY) 243 · 0 off
- Wu Yee Children's Services 403(b) Plan (CA) 243 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.