Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Cape Physicians Associates 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Cape Physicians Associates, PA · New Jersey · Healthcare & Social Assistance

What the 2023 filing shows

Cape Physicians Associates 401(k) Plan holds $17M for 194 participants — about $87,378 per participant, up 21.6% over the 2023 plan year.

$17M
total plan assets (2023 EOY)
194
covered participants
$87,378
avg assets per participant
+21.6%
assets growth YoY
Total Assets (2023)
$17M
Participants
194
State
Industry
Healthcare & Social Assistance

What the Filing Says About Cape Physicians Associates 401(k) Plan

Cape Physicians Associates 401(k) Plan is a Profit Sharing retirement plan sponsored by Cape Physicians Associates, PA, headquartered in New Jersey. As of the 2023 Form 5500 filing, the plan reports $17M in total end-of-year assets and covers 194 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 223172481, and the plan has been effective since 2011-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $14M at the beginning of 2023 to $17M at year-end — a gain of 21.6%. Net assets (after liabilities) closed the year at $17M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$14M
Total Assets (End of Year)$17M
Net Assets (End of Year)$17M
Net Income$3M
Plan TypeProfit Sharing
Employer EIN223172481
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cape Physicians Associates, PA)

Year Plans Participants Total Assets
2022 1 195 $14M
2023 1 194 $17M
2024 1 207 $19M

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Frequently Asked Questions

How much money is in the Cape Physicians Associates 401(k) Plan?
As of the 2023 Form 5500 filing, Cape Physicians Associates 401(k) Plan holds $17M in total assets with 194 participants. It is sponsored by Cape Physicians Associates, PA.
What type of plan is Cape Physicians Associates 401(k) Plan?
Cape Physicians Associates 401(k) Plan is a Profit Sharing plan. It has been effective since 2011-01-01. The plan is filed with the U.S. Department of Labor under EIN 223172481.
Who sponsors the Cape Physicians Associates 401(k) Plan?
Cape Physicians Associates 401(k) Plan is sponsored by Cape Physicians Associates, PA, located in New Jersey. The sponsor's EIN is 223172481 and the plan operates in the Healthcare & Social Assistance industry.
How did Cape Physicians Associates 401(k) Plan perform in 2023?
Cape Physicians Associates 401(k) Plan grew by 21.6% during 2023, moving from $14M to $17M in total assets. Net income was $3M.
Where can I find official filings for Cape Physicians Associates 401(k) Plan?
Official Form 5500 filings for Cape Physicians Associates 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 223172481 or plan name at efast.dol.gov.
How does Cape Physicians Associates 401(k) Plan compare to other plans?
You can compare Cape Physicians Associates 401(k) Plan against other Profit Sharing plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 223172481.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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