Money Purchase · DOL Form 5500 · 2023
Elder Services of Cape Cod and the Islands, Inc. Money Purchase Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 126
- Participants Small participant base
Official DOL plan name: Elder Services of Cape Cod and the Islands, Inc. Pension Trust · Sponsored by Elder Services of Cape Cod and the Islands, Inc. · Massachusetts · Healthcare & Social Assistance
N/A in assets, 126 participants
Elder Services of Cape Cod and the Islands, Inc.'s Elder Services of Cape Cod and the Islands, Inc. Pension Trust reported N/A in total assets and 126 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Massachusetts
Elder Services of Cape Cod and the Islands, Inc. Pension Trust covers 126 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: N/A.
- -$5M
- reported net income
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Elder Services of Cape Cod and the Islands, Inc. Pension Trust 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. Elder Services of Cape Cod and the Islands, Inc. Pension Trust sits mid-pack in the medium band (126 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Elder Services of Cape Cod and the Islands, Inc. Pension Trust reported net income fell from -$1M in the plan year 2022 filing to -$5M in the plan year 2023 filing.
- Elder Services of Cape Cod and the Islands, Inc. Pension Trust reported participants fell from 130 in the plan year 2022 filing to 126 in the plan year 2023 filing.
DOL schedule card
Filing strip 042523904 · Elder Services of Cape Cod and the Islands, Inc. PY 2023 · Money Purchase
Elder Services of Cape Cod and the Islands, Inc. Pension Trust · N/A · 126
- 5500 N/A
- ASSETS 126
- PCT PY 2023
- EIN Money Purchase
- RANK near N.T.E.U. Money Purchase Plan
- PHOTO -$5M
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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$5M |
| Employer EIN | 042523904 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Elder Services of Cape Cod and the Islands, Inc.)
Sponsor-wide plan assets over time
All Elder Services of Cape Cod and the Islands, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 0.45377866209227335% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 254 | $6M |
| 2023 | 2 | 258 | $5M |
| 2024 | 1 | 135 | $6M |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Qualified Retirement Plan $2.6B · 12,551
- Retirement Income Plan for Teaching Faculty of Harvard University $2.2B · 2,687
- Massachusetts Laborers' Annuity Fund $2.2B · 11,709
- Harvard University Defined Contribution Retirement Plan $1.8B · 13,259
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.6B · 8,337
Elder Services of Cape Cod and the Islands, Inc. Pension Trust's closest out-of-state Money Purchase peers by headcount
Outside Massachusetts, the nearest Money Purchase by covered participants is N.T.E.U. Money Purchase Plan in DC (126 participants; this filing: 126 participants).
Similar participant headcount
Nearest other-state filings by covered participants (126 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.