Other · DOL Form 5500 · 2023
Elder Services of Cape Cod and the Islands, Inc Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 132
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $39,277
- Avg per participant Low balance/head
Official DOL plan name: Elder Services of Cape Cod and the Islands, Inc. 403(b) Plan · Sponsored by Elder Services of Cape Cod and the Islands, Inc · Massachusetts · Healthcare & Social Assistance
$5M in assets, 132 participants
Elder Services of Cape Cod and the Islands, Inc's Elder Services of Cape Cod and the Islands, Inc. 403(b) Plan reported $5M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.
- #8,698 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
Elder Services of Cape Cod and the Islands, Inc. 403(b) Plan covers 132 participants in Massachusetts, about 20% of the average Massachusetts filer (state average ~659 per filing). Assets: $5M.
- #8,698
- in Healthcare & Social Assistance (17,684 peers)
- +245.3%
- assets growth YoY
Elder Services of Cape Cod and the Islands, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Elder Services of Cape Cod and the Islands, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,184,531 45th percentile higher than 45% 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
Elder Services of Cape Cod and the Islands, Inc. 403(b) 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. Elder Services of Cape Cod and the Islands, Inc. 403(b) Plan sits mid-pack in the medium band (132 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Elder Services of Cape Cod and the Islands, Inc. 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Elder Services of Cape Cod and the Islands, Inc. 403(b) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Elder Services of Cape Cod and the Islands, Inc. 403(b) Plan reported participants rose from 124 in the plan year 2022 filing to 132 in the plan year 2023 filing.
DOL schedule card
Filing strip 042523904 · Elder Services of Cape Cod and the Islands, Inc PY 2023 · Other
Elder Services of Cape Cod and the Islands, Inc. 403(b) Plan · $5M · 132 · 45th
- ASSETS $5M
- PCT 132
- EIN 45th
- RANK Other
- PHOTO near Twin Cedars Youth & Family Services, Inc. 403(b) Plan
- IND ind #8698
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 →
Elder Services of Cape Cod and the Islands, Inc. 403(b) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $4M |
| Employer EIN | 042523904 |
| Plan Effective Date | 2009-01-01 |
| 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 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
Elder Services of Cape Cod and the Islands, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Twin Cedars Youth & Family Services, Inc. 403(b) Plan in GA ($5M); by covered participants it is Baton Rouge Christian Foundation, Inc. Dba the Dunham School Defined Contribution Plan in LA (132 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.
- Baton Rouge Christian Foundation, Inc. Dba the Dunham School Defined Contribution Plan (LA) 132 · 0 off
- Community Program Centers of Long Island, Inc. 403 (NY) 132 · 0 off
- Bernard Zell Anshe Emet Day School Retirement Plan (IL) 132 · 0 off
- The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health (WA) 132 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.