401(k) · DOL Form 5500 · 2023

Cape Cod Express, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
177
Participants Small participant base
66th
Percentile by assets National rank
$80,793
Avg per participant Below avg balance/head
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Official DOL plan name: Cape Cod Express 401(k) Plan · Sponsored by Cape Cod Express, LLC · Massachusetts · Transportation & Warehousing

$14M in assets, 177 participants

Cape Cod Express, LLC's Cape Cod Express 401(k) Plan reported $14M in total assets and 177 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #2,232 in Transportation & Warehousing (3,362 peers)

Coverage in Massachusetts

Cape Cod Express 401(k) Plan covers 177 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $14M.

#2,232
in Transportation & Warehousing (3,362 peers)
+1.6%
assets growth YoY

Cape Cod Express 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Cape Cod Express 401(k) Plan vs every filed plan by assets

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

$14,300,373 Top 34% higher than 66% 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 Express 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 Express 401(k) Plan sits mid-pack in the medium band (177 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cape Cod Express 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $238K in the plan year 2023 filing.
  • Cape Cod Express 401(k) Plan reported participants rose from 160 in the plan year 2022 filing to 177 in the plan year 2023 filing.
  • Cape Cod Express 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042263917 · Cape Cod Express, LLC PY 2023 · 401(k)

Cape Cod Express 401(k) Plan · $14M · 177 · 66th

  • EIN $14M
  • EIN 177
  • EIN 66th
  • EIN 401(k)
  • EIN near River Valley Foods, Inc. 401(k) Plan
  • EIN ind #2232

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 Cod Express 401(k) Plan in the asset neighbourhood

Cape Cod Express 401(k) Plan$14MRiver Valley Foods, Inc. 401(k) PlanRiver Valley Foods, Inc. 401…$14MAlene Candles, LLC 401(k) Retirement Savings PlanAlene Candles, LLC 401(k) Re…$14MWild Rose Entertainment, Lllp 401(k) PlanWild Rose Entertainment, Lll…$14MUscb, Inc. 401(k) Profit Sharing PlanUscb, Inc. 401(k) Profit Sha…$14M
End-of-year total assets ($M) among Cape Cod Express 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$14M
Net Income$238K
Employer EIN042263917
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cape Cod Express, LLC)

Sponsor-wide plan assets over time

All Cape Cod Express, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 1.640805950147623% vs 2022
2024 filing year
$14M$14.1M$14.2M$14.3M$14.4M 202220232024 $14.1M $14.3M ▲ +1.6%
Year Plans Participants Total Assets
2022 1 160 $14M
2023 1 177 $14M
2024 1 177 $14M

Nearby 401(k) Plans in Massachusetts

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

Cape Cod Express 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Cape Cod Express 401(k) Plan, Total assets ($B): 0.014300373 · Participants: 177Cape Cod Express 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 Express 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Cape Cod Express 401(k) Plan side-by-side with 3 peers →

Cape Cod Express 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is River Valley Foods, Inc. 401(k) Plan in NY ($14M); by covered participants it is Purolite 401(k) Plan in PA (177 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (177 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 Express 401(k) Plan assets move in 2023? ▼
Cape Cod Express 401(k) Plan edged up modestly - up 1.6% during 2023, from $14M to $14M. Reported net income was $238K.
How have Cape Cod Express, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cape Cod Express, LLC's sponsor-wide assets grew 1.6%, from $14M to $14M.
Which 401(k) plans are similar in size to Cape Cod Express 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is River Valley Foods, Inc. 401(k) Plan in NY ($14M, 369 participants).
Which 401(k) plans cover a similar participant headcount to Cape Cod Express 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Purolite 401(k) Plan in PA (177 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 042263917.

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.