Other · DOL Form 5500 · 2024
Cape Cod Healthcare, Inc. Retirement Plan
Data updated 2026-08-25
- $929M
- Total assets Above avg plan size
- 4,851
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $191,556
- Avg per participant Above avg balance/head
Official DOL plan name: Cape Cod Healthcare 403(b) Partnership Plan · Sponsored by Cape Cod Healthcare, Inc. · Massachusetts · Healthcare & Social Assistance
$929M in assets, 4,851 participants
Cape Cod Healthcare, Inc.'s Cape Cod Healthcare 403(b) Partnership Plan reported $929M in total assets and 4,851 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #16,653 in Healthcare & Social Assistance (16,916 peers)
Coverage in Massachusetts
Cape Cod Healthcare 403(b) Partnership Plan covers 4,851 participants in Massachusetts, 7.4x the typical Massachusetts plan (state average ~659 per filing). Assets: $929M.
- #16,653
- in Healthcare & Social Assistance (16,916 peers)
- +7.5%
- assets growth YoY
- 9.3×
- vs typical plan assets (national mean)
Cape Cod Healthcare 403(b) Partnership Plan's outsized position by total assets
Cape Cod Healthcare 403(b) Partnership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$929,236,927 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Cape Cod Healthcare 403(b) Partnership Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cape Cod Healthcare 403(b) Partnership Plan lands in the large band (4,851 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cape Cod Healthcare 403(b) Partnership Plan reported net income fell from $94M in the plan year 2023 filing to $65M in the plan year 2024 filing.
- Cape Cod Healthcare 403(b) Partnership Plan end-of-year assets rose from $864M in the plan year 2023 filing to $929M in the plan year 2024 filing.
- Cape Cod Healthcare 403(b) Partnership Plan reported participants rose from 4,756 in the plan year 2023 filing to 4,851 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 222600704 · Cape Cod Healthcare, Inc. PY 2024 · Other
Cape Cod Healthcare 403(b) Partnership Plan · $929M · 4,851 · 98th
- TYPE $929M
- NET 4,851
- BOOK 98th
- VS-ST Other
- BOY near Research Foundation of the City University of New York Defined Contribution Retirement Plan
- SCH ind #16653
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 →
Cape Cod Healthcare 403(b) Partnership Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $864M |
|---|---|
| Net Assets (End of Year) | $929M |
| Net Income | $65M |
| Employer EIN | 222600704 |
| Plan Effective Date | 1992-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cape Cod Healthcare, Inc.)
Sponsor-wide plan assets over time
All Cape Cod Healthcare, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $929M 20.624672517417928% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,813 | $770M |
| 2023 | 1 | 4,756 | $864M |
| 2024 | 1 | 4,851 | $929M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Cape Cod Healthcare 403(b) Partnership Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Research Foundation of the City University of New York Defined Contribution Retirement Plan in NY ($929M); by covered participants it is Pinnacle Health System 403b Tax Sheltered Savings Plan in PA (4,863 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($929M here).
- Research Foundation of the City University of New York Defined Contribution Retirement Plan (NY) $929M · 5,353
- Parkview Health System, Inc. 403(b) Plan (IN) $928M · 16,191
- Marquette University Retirement Plan (WI) $926M · 3,173
- Joint Annuity Fund Local 164 IBEW (NJ) $925M · 2,799
Similar participant headcount
Nearest other-state filings by covered participants (4,851 participants); asset peers above are excluded.
- Pinnacle Health System 403b Tax Sheltered Savings Plan (PA) 4,863 · 12 off
- New York University Retirement Plan for Adjunct Faculty Members (NY) 4,872 · 21 off
- Georgetown University Defined Contribution Retirement Plan (DC) 4,882 · 31 off
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan (AL) 4,817 · 34 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.