Other · DOL Form 5500 · 2024
Elder Services of Cape Cod and the Islands, Inc Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 135
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $46,549
- Avg per participant Low balance/head
Official DOL plan name: Elder Services of Cape Cod and the Islands, Inc. 403(b) Plan · Sponsored by Elder Services of Cape Cod and the Islands, Inc · Massachusetts · Healthcare & Social Assistance
$6M in assets, 135 participants
Elder Services of Cape Cod and the Islands, Inc's Elder Services of Cape Cod and the Islands, Inc. 403(b) Plan reported $6M in total assets and 135 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #8,504 in Healthcare & Social Assistance (16,916 peers)
Coverage in Massachusetts
Elder Services of Cape Cod and the Islands, Inc. 403(b) Plan covers 135 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $6M.
- #8,504
- in Healthcare & Social Assistance (16,916 peers)
- +21.2%
- assets growth YoY
Elder Services of Cape Cod and the Islands, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Elder Services of Cape Cod and the Islands, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,284,080 46th percentile higher than 46% 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
Elder Services of Cape Cod and the Islands, Inc. 403(b) 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. Elder Services of Cape Cod and the Islands, Inc. 403(b) Plan sits mid-pack in the medium band (135 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Elder Services of Cape Cod and the Islands, Inc. 403(b) Plan reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Elder Services of Cape Cod and the Islands, Inc. 403(b) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Elder Services of Cape Cod and the Islands, Inc. 403(b) Plan reported participants rose from 132 in the plan year 2023 filing to 135 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 042523904 · Elder Services of Cape Cod and the Islands, Inc PY 2024 · Other
Elder Services of Cape Cod and the Islands, Inc. 403(b) Plan · $6M · 135 · 46th
- PHOTO $6M
- IND 135
- EOY 46th
- 5500 Other
- ASSETS near Atlanta Union Mission 403(b) Retirement Plan
- PCT ind #8504
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 →
Elder Services of Cape Cod and the Islands, Inc. 403(b) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 042523904 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Elder Services of Cape Cod and the Islands, Inc)
Sponsor-wide plan assets over time
All Elder Services of Cape Cod and the Islands, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 0.45377866209227335% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 254 | $6M |
| 2023 | 2 | 258 | $5M |
| 2024 | 1 | 135 | $6M |
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
Elder Services of Cape Cod and the Islands, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Atlanta Union Mission 403(b) Retirement Plan in GA ($6M); by covered participants it is The Frederick Gunn School Defined Contribution Retirement Plan in CT (135 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (135 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.