ESOP · DOL Form 5500 · 2024

Cape Cod Lumber Co., Inc. ESOP

Data updated 2026-07-24

$82M
Total assets: 90
Participants: 89th
Percentile by assets: $909,241
Avg per participant

Official DOL plan name: Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan · Sponsored by Cape Cod Lumber Co., Inc. · Massachusetts · Wholesale Trade

$82M in assets, 90 participants

Cape Cod Lumber Co., Inc.'s Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan reported $82M in total assets and 90 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

89th percentile by assets (of 116,472 plans)

Where Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan sits by assets

Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $82M for 90 participants (~$909,241/participant), up 14.6% in 2024.

$82M
total plan assets (2024 EOY): 90
covered participants: 89th
percentile by assets (of 116,472 plans): $909,241
avg assets per participant

Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan reported net income rose from $7M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan end-of-year assets rose from $71M in the plan year 2023 filing to $82M in the plan year 2024 filing.
Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan reported participants fell from 92 in the plan year 2023 filing to 90 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Massachusetts

Industry

Wholesale Trade

Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan outranks 89% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$71M
Net Assets (End of Year)	$65M
Net Income	$11M
Employer EIN	042272126
Plan Effective Date	2014-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Cape Cod Lumber Co., Inc.)

Total plan assets by year, all Cape Cod Lumber Co., Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	196	$93M
2023	2	195	$104M
2024	2	188	$114M

Nearby ESOP Plans in Massachusetts

Peer ESOP plans, same state, same plan type, ranked by total assets.

Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants

Consigli Building Group Employee Stock Ownership Plan $729M · 1,684
The Gillette Company Employee Stock Ownership Plan $368M · 139
First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan $253M · 445
David Clark Employee Stock Ownership Plan $183M · 236
Abt Associates Inc. Employees Stock Ownership Plan $117M · 1,191

Compare Cape Cod Lumber Co., Inc. Employee Stock… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan by total assets, not by location.

Ownersedge Employee Stock Ownership Plan (WI) $82M · 269
Structural Component Systems, Inc. Employee Stock Ownership Plan and Trust (NE) $82M · 391
Oliver's Market Employee Stock Ownership Plan (CA) $82M · 706
Cives Corporation Employee Stock Ownership Plan (GA) $82M · 813

Frequently Asked Questions

How did Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan grew at a solid clip - up 14.6% during 2024, from $71M to $82M. Reported net income was $11M.

How have Cape Cod Lumber Co., Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Cape Cod Lumber Co., Inc.'s sponsor-wide assets grew 22.4%, from $93M to $114M.

Where does Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan ranks in the 89th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Ownersedge Employee Stock Ownership Plan in WI ($82M, 269 participants).

Next read for Cape Cod Lumber Co., Inc. Employee Stock…

Scale reading

Ways to act on Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan's numbers.

By total assets, Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Massachusetts. Compare plans
Cape Cod Lumber Co., Inc.'s sponsor-wide assets have grown 22.4% since 2022 across 3 plan years on file. More Wholesale Trade plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042272126.

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.