Other · DOL Form 5500 · 2023
Outer Cape Health Services, Inc. Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 202
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $41,411
- Avg per participant Low balance/head
Official DOL plan name: Outer Cape Health Services, Inc. 403(b) Plan (Plan 001) · Sponsored by Outer Cape Health Services, Inc. · Massachusetts · Healthcare & Social Assistance
$8M in assets, 202 participants
Outer Cape Health Services, Inc.'s Outer Cape Health Services, Inc. 403(b) Plan (Plan 001) reported $8M in total assets and 202 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.
- #10,663 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
Outer Cape Health Services, Inc. 403(b) Plan (Plan 001) covers 202 participants in Massachusetts, about 31% of the average Massachusetts filer (state average ~659 per filing). Assets: $8M.
- #10,663
- in Healthcare & Social Assistance (17,684 peers)
- +32.2%
- assets growth YoY
Outer Cape Health Services, Inc. 403(b) Plan (Plan 001)'s mid-pack asset rank among Healthcare & Social Assistance and all filers
Outer Cape Health Services, Inc. 403(b) Plan (Plan 001) vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,364,999 Top 45% higher than 55% 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
Outer Cape Health Services, Inc. 403(b) Plan (Plan 001) 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. Outer Cape Health Services, Inc. 403(b) Plan (Plan 001) sits mid-pack in the medium band (202 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Outer Cape Health Services, Inc. 403(b) Plan (Plan 001) reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Outer Cape Health Services, Inc. 403(b) Plan (Plan 001) end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Outer Cape Health Services, Inc. 403(b) Plan (Plan 001) reported participants rose from 185 in the plan year 2022 filing to 202 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 042509828 · Outer Cape Health Services, Inc. PY 2023 · Other
Outer Cape Health Services, Inc. 403(b) Plan (Plan 001) · $8M · 202 · 55th
- IND $8M
- EOY 202
- 5500 55th
- ASSETS Other
- PCT near 403(b) Thrift Plan of the Foraker Group
- EIN ind #10663
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 →
Outer Cape Health Services, Inc. 403(b) Plan (Plan 001) in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $2M |
| Employer EIN | 042509828 |
| Plan Effective Date | 1995-01-19 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Outer Cape Health Services, Inc.)
Sponsor-wide plan assets over time
All Outer Cape Health Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 35.4167509551998% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 185 | $6M |
| 2023 | 1 | 202 | $8M |
| 2024 | 1 | 220 | $9M |
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
Outer Cape Health Services, Inc. 403(b) Plan (Plan 001)'s out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is 403(b) Thrift Plan of the Foraker Group in AK ($8M); by covered participants it is Developmental Services Retirement Plan in TN (202 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (202 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.