401(k) · DOL Form 5500 · 2023

Cape Fox Shared Services 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
1,182
Participants Near avg headcount
81st
Percentile by assets National rank
$29,602
Avg per participant Low balance/head
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Official DOL plan name: Cape Fox Shared Services 401(k) Plan · Sponsored by Cape Fox Shared Services · Virginia · Professional & Technical Services

$35M in assets, 1,182 participants

Cape Fox Shared Services's Cape Fox Shared Services 401(k) Plan reported $35M in total assets and 1,182 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,666 in Professional & Technical Services (20,321 peers)

Where Cape Fox Shared Services 401(k) Plan sits by assets

Cape Fox Shared Services 401(k) Plan sits in the top quartile of all filed plans by assets, $35M for 1,182 participants (~$29,602/participant), up 24.5% in 2023.

#16,666
in Professional & Technical Services (20,321 peers)
+24.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Cape Fox Shared Services 401(k) Plan's outsized position by total assets

Cape Fox Shared Services 401(k) Plan vs every filed plan by assets

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

$34,989,147 Top 19% higher than 81% 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 Fox Shared Services 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cape Fox Shared Services 401(k) Plan lands in the large band (1,182 participants).

DOL schedule card

Filing strip 271289495 · Cape Fox Shared Services PY 2023 · 401(k)

Cape Fox Shared Services 401(k) Plan · $35M · 1,182 · 81st

  • 5500 $35M
  • ASSETS 1,182
  • PCT 81st
  • EIN 401(k)
  • RANK near Wunderkind 401(k) Plan
  • PHOTO ind #16666

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 Professional & Technical Services retirement plans → · Plans in Virginia →

Cape Fox Shared Services 401(k) Plan in the asset neighbourhood

Whittier Employee Resources Inc. 401(k) PlanWhittier Employee Resources …$35MStonemor Retirement and Savings PlanStonemor Retirement and Savi…$35MCape Fox Shared Services 401(k) PlanCape Fox Shared Services 401…$35MWunderkind 401(k) Plan$35MPhoenix Logistics, LLC 401(k) PlanPhoenix Logistics, LLC 401(k…$35M
End-of-year total assets ($M) among Cape Fox Shared Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$35M
Net Income$7M
Employer EIN271289495
Plan Effective Date2009-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cape Fox Shared Services)

Sponsor-wide plan assets over time

All Cape Fox Shared Services plans reported in each filing year

Latest sponsor-wide plan assets
$38M 7.973220953343047% vs 2023
2024 filing year
$34M$35M$36M$37M$38M$39M 20232024 $35M $37.8M ▲ +8.0%
Year Plans Participants Total Assets
2023 1 1,182 $35M
2024 1 1,367 $38M

Nearby 401(k) Plans in Virginia

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

Cape Fox Shared Services 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Cape Fox Shared Services 401(k) Plan, Total assets ($B): 0.034989147 · Participants: 1182Cape Fox Shared Services 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Cape Fox Shared Services 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Cape Fox Shared Services 401(k) Plan side-by-side with 3 peers →

Cape Fox Shared Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Wunderkind 401(k) Plan in NY ($35M); by covered participants it is F&e Aircraft Maintenance 401(k) Plan in FL (1,182 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,182 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 Fox Shared Services 401(k) Plan assets move in 2023? ▼
Cape Fox Shared Services 401(k) Plan grew sharply - up 24.5% during 2023, from $28M to $35M. Reported net income was $7M.
How have Cape Fox Shared Services plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Cape Fox Shared Services's sponsor-wide assets grew 8.0%, from $35M to $38M.
Where does Cape Fox Shared Services 401(k) Plan rank by assets among Form 5500 filers? ▼
Cape Fox Shared Services 401(k) Plan ranks in the 81st 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 Fox Shared Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wunderkind 401(k) Plan in NY ($35M, 738 participants).
Which 401(k) plans cover a similar participant headcount to Cape Fox Shared Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is F&e Aircraft Maintenance 401(k) Plan in FL (1,182 participants, $14M 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 271289495.

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.