Other · DOL Form 5500 · 2023
Cape Cod Academy Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 57
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $225,371
- Avg per participant Above avg balance/head
Official DOL plan name: Cape Cod Academy DC Retirement Plan · Sponsored by Cape Cod Academy · Massachusetts · Educational Services
$13M in assets, 57 participants
Cape Cod Academy's Cape Cod Academy DC Retirement Plan reported $13M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #1,738 in Educational Services (3,735 peers)
Cape Cod Academy multi-year trail
Cape Cod Academy's plans moved +25.0% in assets from 2022 to 2024; this filing shows Cape Cod Academy DC Retirement Plan at $13M / 57 participants.
- #1,738
- in Educational Services (3,735 peers)
- +16.5%
- assets growth YoY
Cape Cod Academy DC Retirement Plan's mid-pack asset rank among Educational Services and all filers
Cape Cod Academy DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,846,161 Top 36% higher than 64% 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
Cape Cod Academy DC Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cape Cod Academy DC Retirement Plan is a small filing (57 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cape Cod Academy DC Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Cape Cod Academy DC Retirement Plan reported participants rose from 46 in the plan year 2022 filing to 57 in the plan year 2023 filing.
- Cape Cod Academy DC Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 042592472 · Cape Cod Academy PY 2023 · Other
Cape Cod Academy DC Retirement Plan · $13M · 57 · 64th
- 5500 $13M
- ASSETS 57
- PCT 64th
- EIN Other
- RANK near Employee Benefit Plan of Santa Fe South Schools, Inc.
- PHOTO ind #1738
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 Educational Services retirement plans → · Plans in Massachusetts →
Cape Cod Academy DC Retirement Plan in the asset neighbourhood
Cape Cod Academy multi-year asset trail
Sponsor-wide plan assets over time
All Cape Cod Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 25.008739090641413% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 46 | $11M |
| 2023 | 1 | 57 | $13M |
| 2024 | 1 | 70 | $14M |
Cape Cod Academy filing trail (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 042592472 |
| Plan Effective Date | 1989-03-01 |
| Filing Status | FILING RECEIVED |
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
Cape Cod Academy DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Employee Benefit Plan of Santa Fe South Schools, Inc. in OK ($13M); by covered participants it is Antilles Schools 403(b) Plan in VI (57 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Employee Benefit Plan of Santa Fe South Schools, Inc. (OK) $13M · 466
- South Kent School Retirement Plan (CT) $13M · 45
- Near North Montessori School Tsa (IL) $13M · 119
- Seattle Aquarium Society 403(b) Plan (WA) $13M · 219
Similar participant headcount
Nearest other-state filings by covered participants (57 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.