401(k) · DOL Form 5500 · 2024

Cape Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
106
Participants Small participant base
52nd
Percentile by assets National rank
$78,469
Avg per participant Below avg balance/head
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Official DOL plan name: Cape Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Cape Associates, Inc. · Massachusetts · Construction

$8M in assets, 106 participants

Cape Associates, Inc.'s Cape Associates, Inc. 401(k) Profit Sharing Plan reported $8M in total assets and 106 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #4,542 in Construction (9,039 peers)

Coverage in Massachusetts

Cape Associates, Inc. 401(k) Profit Sharing Plan covers 106 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $8M.

#4,542
in Construction (9,039 peers)
+17.5%
assets growth YoY

Cape Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Cape Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$8,317,686 Top 48% higher than 52% of 123,620 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 2024

Cape Associates, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cape Associates, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cape Associates, Inc. 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Cape Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Cape Associates, Inc. 401(k) Profit Sharing Plan reported participants fell from 108 in the plan year 2023 filing to 106 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 042476237 · Cape Associates, Inc. PY 2024 · 401(k)

Cape Associates, Inc. 401(k) Profit Sharing Plan · $8M · 106 · 52nd

  • PART $8M
  • TYPE 106
  • NET 52nd
  • BOOK 401(k)
  • VS-ST near First National Financial Services 401(k) Plan
  • BOY ind #4542

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 Construction retirement plans → · Plans in Massachusetts →

Cape Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Cape Associates, Inc. 401(k) Profit Sharing PlanCape Associates, Inc. 401(k)…$8MFirst National Financial Services 401(k) PlanFirst National Financial Ser…$8MBetter Living, Inc. Employees' 401(k) Profit Sharing PlanBetter Living, Inc. Employee…$8MSkyway Precision Inc. 401(k) PlanSkyway Precision Inc. 401(k)…$8MTalley, LLP Retirement Savings PlanTalley, LLP Retirement Savin…$8M
End-of-year total assets ($M) among Cape Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN042476237
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cape Associates, Inc.)

Sponsor-wide plan assets over time

All Cape Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 37.117748005717026% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.07M $8.32M ▲ +37.1%
Year Plans Participants Total Assets
2022 1 103 $6M
2023 1 108 $7M
2024 1 106 $8M

Nearby 401(k) Plans in Massachusetts

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

Cape Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Cape Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.008317686 · Participants: 106Cape Associates, Inc. 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Cape Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Cape Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Cape Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is First National Financial Services 401(k) Plan in MN ($8M); by covered participants it is The Architect 401(k) Plan - Radiant Complexions Dermatology Clinic, Inc. in IA (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cape Associates, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Cape Associates, Inc. 401(k) Profit Sharing Plan grew sharply - up 17.5% during 2024, from $7M to $8M. Reported net income was $1M.
How have Cape Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cape Associates, Inc.'s sponsor-wide assets grew 37.1%, from $6M to $8M.
Which 401(k) plans are similar in size to Cape Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is First National Financial Services 401(k) Plan in MN ($8M, 50 participants).
Which 401(k) plans cover a similar participant headcount to Cape Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Architect 401(k) Plan - Radiant Complexions Dermatology Clinic, Inc. in IA (106 participants, N/A in assets).

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 042476237.

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.