401(k) · DOL Form 5500 · 2024
Cape Cod Lumber Co., Inc. 401(k) Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 98
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $327,555
- Avg per participant High balance/head
Official DOL plan name: Cape Cod Lumber Co., Inc. 401(k) Plan · Sponsored by Cape Cod Lumber Co., Inc. · Massachusetts · Wholesale Trade
$32M in assets, 98 participants
Cape Cod Lumber Co., Inc.'s Cape Cod Lumber Co., Inc. 401(k) Plan reported $32M in total assets and 98 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #4,692 in Wholesale Trade (6,080 peers)
Where Cape Cod Lumber Co., Inc. 401(k) Plan sits by assets
Cape Cod Lumber Co., Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $32M for 98 participants (~$327,555/participant), down 0.7% in 2024.
- #4,692
- in Wholesale Trade (6,080 peers)
- -0.7%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $230K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cape Cod Lumber Co., Inc. 401(k) Plan's outsized position by total assets
Cape Cod Lumber Co., Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$32,100,378 Top 22% higher than 78% 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 Lumber Co., Inc. 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cape Cod Lumber Co., Inc. 401(k) Plan is a small filing (98 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cape Cod Lumber Co., Inc. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to -$230K in the plan year 2024 filing.
- Cape Cod Lumber Co., Inc. 401(k) Plan reported participants fell from 103 in the plan year 2023 filing to 98 in the plan year 2024 filing.
- Cape Cod Lumber Co., Inc. 401(k) Plan end-of-year assets fell from $32M in the plan year 2023 filing to $32M in the plan year 2024 filing.
DOL schedule card
Filing strip 042272126 · Cape Cod Lumber Co., Inc. PY 2024 · 401(k)
Cape Cod Lumber Co., Inc. 401(k) Plan · $32M · 98 · 78th
- PART $32M
- PART 98
- PART 78th
- PART 401(k)
- PART near Alexander & Associates Co. Profit Sharing and 401(k) Plan
- PART ind #4692
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 Wholesale Trade retirement plans → · Plans in Massachusetts →
Cape Cod Lumber Co., Inc. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | -$230K |
| Employer EIN | 042272126 |
| Plan Effective Date | 1980-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cape Cod Lumber Co., Inc.)
Sponsor-wide plan assets over time
All Cape Cod Lumber Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $114M 22.392829888072466% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 196 | $93M |
| 2023 | 2 | 195 | $104M |
| 2024 | 2 | 188 | $114M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Cape Cod Lumber Co., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Alexander & Associates Co. Profit Sharing and 401(k) Plan in OH ($32M); by covered participants it is Premier Medical Group Profit Sharing Plan in NY (98 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
Similar participant headcount
Nearest other-state filings by covered participants (98 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.