401(k) · DOL Form 5500 · 2024

Cape Cod Express, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 177
Participants Small participant base: 63rd
Percentile by assets National rank: $80,807
Avg per participant Below avg balance/head

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Official DOL plan name: Cape Cod Express 401(k) Plan · Sponsored by Cape Cod Express, LLC · Massachusetts · Transportation & Warehousing

$14M in assets, 177 participants

Cape Cod Express, LLC's Cape Cod Express 401(k) Plan reported $14M in total assets and 177 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

#2,119 in Transportation & Warehousing (3,299 peers)

Coverage in Massachusetts

Cape Cod Express 401(k) Plan covers 177 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $14M.

#2,119
in Transportation & Warehousing (3,299 peers): +0.0%
assets growth YoY

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

Cape Cod Express 401(k) Plan vs every filed plan by assets

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

$14,302,881 Top 37% higher than 63% 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 Express 401(k) 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 Cod Express 401(k) Plan sits mid-pack in the medium band (177 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Cape Cod Express 401(k) Plan reported net income fell from $238K in the plan year 2023 filing to $3K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 042263917 · Cape Cod Express, LLC PY 2024 · 401(k)

Cape Cod Express 401(k) Plan · $14M · 177 · 63rd

RANK $14M
RANK 177
RANK 63rd
RANK 401(k)
RANK near Legacy Wealth Management, Inc. 401(k) Plan
RANK ind #2119

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 →

End-of-year total assets ($M) among Cape Cod Express 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$14M
Net Income	$3K
Employer EIN	042263917
Plan Effective Date	1985-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Cape Cod Express, LLC)

Latest sponsor-wide plan assets: $14M 1.640805950147623% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	160	$14M
2023	1	177	$14M
2024	1	177	$14M

Nearby 401(k) Plans in Massachusetts

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

Cape Cod Express 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $34.2B · 66,907
Liberty Mutual 401(k) Plan $11.4B · 34,618
Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
State Street Salary Savings Program $6.5B · 12,777

Compare Cape Cod Express 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Legacy Wealth Management, Inc. 401(k) Plan in TN ($14M); by covered participants it is Greater Houston Retailers Association 401(k) Plan in TX (177 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Legacy Wealth Management, Inc. 401(k) Plan (TN) $14M · 21
Reynolds Frizzell LLP 401(k) Plan (TX) $14M · 26
Northwire, Inc. 401(k) Plan (WI) $14M · 197
Enterprise Builders Corporation Employee Stock Ownership 401(k) Plan (NM) $14M · 62

Similar participant headcount

Nearest other-state filings by covered participants (177 participants); asset peers above are excluded.

Greater Houston Retailers Association 401(k) Plan (TX) 177 · 0 off
Discovery Park of America, Inc. 401(k) Plan (TN) 177 · 0 off
Avanti Residential, LLC Retirement Plan (CO) 177 · 0 off
Strait and Lamp Lumber Company, Inc. 401(k) Profit Sharing Plan (OH) 177 · 0 off

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 Cod Express 401(k) Plan assets move in 2024? ▼

Cape Cod Express 401(k) Plan held essentially flat - up 0.0% during 2024, from $14M to $14M. Reported net income was $3K.

How have Cape Cod Express, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Cape Cod Express, LLC's sponsor-wide assets grew 1.6%, from $14M to $14M.

Which 401(k) plans are similar in size to Cape Cod Express 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Legacy Wealth Management, Inc. 401(k) Plan in TN ($14M, 21 participants).

Which 401(k) plans cover a similar participant headcount to Cape Cod Express 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Greater Houston Retailers Association 401(k) Plan in TX (177 participants, $496K 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 042263917.