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
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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

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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.

See the national 2023→2024 release diff →

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

Service Electric Cable Tv, Inc. 401(k) Profit Sharing PlanService Electric Cable Tv, I…$32MCape Cod Lumber Co., Inc. 401(k) PlanCape Cod Lumber Co., Inc. 40…$32MAlexander & Associates Co. Profit Sharing and 401(k) PlanAlexander & Associates Co. P…$32MUe Management 401(k) Plan$32MAbsher Holding Company 401(k) PlanAbsher Holding Company 401(k…$32M
End-of-year total assets ($M) among Cape Cod Lumber Co., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$32M
Net Income-$230K
Employer EIN042272126
Plan Effective Date1980-10-01
Filing StatusFILING 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
$90M$100M$110M$120M 202220232024 $93.1M $114M ▲ +22.4%
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.

Cape Cod Lumber Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Cape Cod Lumber Co., Inc. 401(k) Plan, Total assets ($B): 0.032100378 · Participants: 98Cape Cod Lumber Co., Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Cape Cod Lumber Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

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.

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.

Frequently Asked Questions

How did Cape Cod Lumber Co., Inc. 401(k) Plan assets move in 2024?
Cape Cod Lumber Co., Inc. 401(k) Plan held essentially flat - down 0.7% during 2024, from $32M to $32M. Reported net income was -$230K.
How have Cape Cod Lumber Co., Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Cape Cod Lumber Co., Inc.'s sponsor-wide assets grew 22.4%, from $93M to $114M.
Where does Cape Cod Lumber Co., Inc. 401(k) Plan rank by assets among Form 5500 filers?
Cape Cod Lumber Co., Inc. 401(k) Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cape Cod Lumber Co., Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Alexander & Associates Co. Profit Sharing and 401(k) Plan in OH ($32M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Cape Cod Lumber Co., Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Premier Medical Group Profit Sharing Plan in NY (98 participants, $21M in assets).