Other · DOL Form 5500 · 2024
Cape Cod Healthcare, Inc. Retirement Plan
Data updated 2026-07-24
- $929M
- Total assets
- 4,851
- Participants
- 98th
- Percentile by assets
- $191,556
- Avg per participant
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.
- 98th percentile by assets (of 116,472 plans)
Coverage in Massachusetts
Cape Cod Healthcare 403(b) Partnership Plan covers 4,851 participants in Massachusetts, 7.6x the typical Massachusetts plan (state average ~641 per filing). Assets: $929M.
- $929M
- total plan assets (2024 EOY)
- 4,851
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $191,556
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 641 participants across 3,941 plans. Cape Cod Healthcare 403(b) Partnership Plan reports 4,851 participants - 7.6x that state average ($929M EOY assets).
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.)
| 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.
Cape Cod Healthcare 403(b) Partnership Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Cape Cod Healthcare 403(b) Partnership Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Cape Cod Healthcare 403(b) Partnership Plan assets move in 2024? ▼
How have Cape Cod Healthcare, Inc. plan assets changed over time? ▼
Where does Cape Cod Healthcare 403(b) Partnership Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Cape Cod Healthcare 403(b) Partnership Plan? ▼
Next read for Cape Cod Healthcare 403(b) Partnership P…
Filing takeaways
Ways to act on Cape Cod Healthcare 403(b) Partnership Plan's numbers.
- By total assets, Cape Cod Healthcare 403(b) Partnership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Cape Cod Healthcare, Inc.'s sponsor-wide assets have grown 20.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance 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 222600704.
Read our methodology - how this data is sourced, computed, and verified.