401(k) · DOL Form 5500 · 2024

Cape Clear LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
7
Participants Small participant base
41st
Percentile by assets National rank
$663,100
Avg per participant High balance/head
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Official DOL plan name: Cape Clear LLC 401(k) Plan · Sponsored by Cape Clear LLC · Massachusetts · Transportation & Warehousing

$5M in assets, 7 participants

Cape Clear LLC's Cape Clear LLC 401(k) Plan reported $5M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #1,363 in Transportation & Warehousing (3,299 peers)

Cape Clear LLC multi-year trail

Cape Clear LLC's plans moved +42.8% in assets from 2022 to 2024; this filing shows Cape Clear LLC 401(k) Plan at $5M / 7 participants.

#1,363
in Transportation & Warehousing (3,299 peers)
+21.8%
assets growth YoY

Cape Clear LLC 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Cape Clear LLC 401(k) Plan vs every filed plan by assets

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

$4,641,700 41st percentile higher than 41% 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 Clear LLC 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cape Clear LLC 401(k) Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cape Clear LLC 401(k) Plan reported net income rose from $562K in the plan year 2023 filing to $830K in the plan year 2024 filing.
  • Cape Clear LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 043433166 · Cape Clear LLC PY 2024 · 401(k)

Cape Clear LLC 401(k) Plan · $5M · 7 · 41st

  • PART $5M
  • TYPE 7
  • NET 41st
  • BOOK 401(k)
  • VS-ST near Ebryit, Inc. 401(k) Plan
  • BOY ind #1363

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 Transportation & Warehousing retirement plans → · Plans in Massachusetts →

Cape Clear LLC 401(k) Plan in the asset neighbourhood

Cape Clear LLC 401(k) Plan$5MEbryit, Inc. 401(k) Plan$5MAmerican Advanced Management, Inc. 401(k) PlanAmerican Advanced Management…$5MAp Sound, LLC. 401(k) Profit Sharing PlanAp Sound, LLC. 401(k) Profit…$5MSpeer Financial Inc. 401(k) Profit Sharing PlanSpeer Financial Inc. 401(k) …$5M
End-of-year total assets ($M) among Cape Clear LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Cape Clear LLC multi-year asset trail

Sponsor-wide plan assets over time

All Cape Clear LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 42.83353647860266% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.25M $4.64M ▲ +42.8%
Year Plans Participants Total Assets
2022 1 7 $3M
2023 1 7 $4M
2024 1 7 $5M

Cape Clear LLC filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$830K
Employer EIN043433166
Plan Effective Date1996-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Cape Clear LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Cape Clear LLC 401(k) Plan, Total assets ($B): 0.0046417 · Participants: 7Cape Clear LLC 401(k) 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 Clear LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Cape Clear LLC 401(k) Plan side-by-side with 3 peers →

Cape Clear LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Ebryit, Inc. 401(k) Plan in GA ($5M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Clear LLC 401(k) Plan assets move in 2024? ▼
Cape Clear LLC 401(k) Plan grew sharply - up 21.8% during 2024, from $4M to $5M. Reported net income was $830K.
How have Cape Clear LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cape Clear LLC's sponsor-wide assets grew 42.8%, from $3M to $5M.
Which 401(k) plans are similar in size to Cape Clear LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ebryit, Inc. 401(k) Plan in GA ($5M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Cape Clear LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 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 043433166.

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.