401(k) · DOL Form 5500 · 2023

Cape Cod Lumber Co., Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
103
Participants Small participant base
80th
Percentile by assets National rank
$313,887
Avg per participant High balance/head
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Official DOL plan name: Cape Cod Lumber Co., Inc. 401(k) Plan · Sponsored by Cape Cod Lumber Co., Inc. · Massachusetts · Wholesale Trade

$32M in assets, 103 participants

Cape Cod Lumber Co., Inc.'s Cape Cod Lumber Co., Inc. 401(k) Plan reported $32M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,028 in Wholesale Trade (6,309 peers)

Coverage in Massachusetts

Cape Cod Lumber Co., Inc. 401(k) Plan covers 103 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $32M.

#5,028
in Wholesale Trade (6,309 peers)
+14.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Cape Cod Lumber Co., Inc. 401(k) Plan's outsized position by total assets

Cape Cod Lumber Co., Inc. 401(k) Plan vs every filed plan by assets

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

$32,330,322 Top 20% higher than 80% 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 Cod Lumber Co., Inc. 401(k) 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 Cod Lumber Co., Inc. 401(k) Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cape Cod Lumber Co., Inc. 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Cape Cod Lumber Co., Inc. 401(k) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Cape Cod Lumber Co., Inc. 401(k) Plan reported participants fell from 105 in the plan year 2022 filing to 103 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042272126 · Cape Cod Lumber Co., Inc. PY 2023 · 401(k)

Cape Cod Lumber Co., Inc. 401(k) Plan · $32M · 103 · 80th

  • PHOTO $32M
  • IND 103
  • EOY 80th
  • 5500 401(k)
  • ASSETS near Trace-a-Matic/Afw/D&h Industries Employees Retirement Plan
  • PCT ind #5028

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

Cape Cod Lumber Co., Inc. 401(k) Plan in the asset neighbourhood

Associated Equipment Company, Inc. Profit Sharing & 401(k) PlanAssociated Equipment Company…$32MCape Cod Lumber Co., Inc. 401(k) PlanCape Cod Lumber Co., Inc. 40…$32MTrace-a-Matic/Afw/D&h Industries Employees Retirement PlanTrace-a-Matic/Afw/D&h Indust…$32MInternational Education Corporation 401(k) PlanInternational Education Corp…$32MSalem Holding Company 401(k) Profit Sharing PlanSalem Holding Company 401(k)…$32M
End-of-year total assets ($M) among Cape Cod Lumber Co., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$32M
Net Income$4M
Employer EIN042272126
Plan Effective Date1980-10-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Cape Cod Lumber Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$114M 22.392829888072466% vs 2022
2024 filing year
$90M$100M$110M$120M 202220232024 $93.1M $114M ▲ +22.4%
Year Plans Participants Total Assets
2022 2 196 $93M
2023 2 195 $104M
2024 2 188 $114M

Nearby 401(k) Plans in Massachusetts

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

Cape Cod Lumber Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Cape Cod Lumber Co., Inc. 401(k) Plan, Total assets ($B): 0.032330322 · Participants: 103Cape Cod Lumber Co., Inc. 401(k) 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
Cape Cod Lumber Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Cape Cod Lumber Co., Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Trace-a-Matic/Afw/D&h Industries Employees Retirement Plan in WI ($32M); by covered participants it is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Cod Lumber Co., Inc. 401(k) Plan assets move in 2023? ▼
Cape Cod Lumber Co., Inc. 401(k) Plan grew at a solid clip - up 14.3% during 2023, from $28M to $32M. Reported net income was $4M.
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. 401(k) Plan rank by assets among Form 5500 filers? ▼
Cape Cod Lumber Co., Inc. 401(k) Plan ranks in the 80th 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 Cape Cod Lumber Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trace-a-Matic/Afw/D&h Industries Employees Retirement Plan in WI ($32M, 357 participants).
Which 401(k) plans cover a similar participant headcount to Cape Cod Lumber Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 participants, N/A 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 042272126.

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.