Profit Sharing · DOL Form 5500 · 2024

Cape Air Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
76
Participants Small participant base
26th
Percentile by assets National rank
$18,146
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cape Air Puerto Rico Employees Retirement Plan · Sponsored by Cape Air · Massachusetts · Transportation & Warehousing

$1M in assets, 76 participants

Cape Air's Cape Air Puerto Rico Employees Retirement Plan reported $1M in total assets and 76 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #889 in Transportation & Warehousing (3,299 peers)

Cape Air multi-year trail

Cape Air's plans moved +25.2% in assets from 2022 to 2024; this filing shows Cape Air Puerto Rico Employees Retirement Plan at $1M / 76 participants.

#889
in Transportation & Warehousing (3,299 peers)
+23.1%
assets growth YoY

Cape Air Puerto Rico Employees Retirement Plan among the smaller filed plans by assets

Cape Air Puerto Rico Employees Retirement Plan vs every filed plan by assets

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

$1,379,070 26th percentile higher than 26% 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 Air Puerto Rico Employees Retirement 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 Air Puerto Rico Employees Retirement Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cape Air Puerto Rico Employees Retirement Plan reported net income rose from $187K in the plan year 2023 filing to $258K in the plan year 2024 filing.
  • Cape Air Puerto Rico Employees Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Cape Air Puerto Rico Employees Retirement Plan reported participants fell from 78 in the plan year 2023 filing to 76 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 043005476 · Cape Air PY 2024 · Profit Sharing

Cape Air Puerto Rico Employees Retirement Plan · $1M · 76 · 26th

  • PART $1M
  • TYPE 76
  • NET 26th
  • BOOK Profit Sharing
  • VS-ST near Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant
  • BOY ind #889

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 →

Cape Air Puerto Rico Employees Retirement Plan in the asset neighbourhood

Cape Air Puerto Rico Employees Retirement PlanCape Air Puerto Rico Employe…$1MProfit Sharing Plan for Holly C. Roundtree Certified Public AccountantProfit Sharing Plan for Holl…$1MTennant Ventures, Inc. Retirement PlanTennant Ventures, Inc. Retir…$1MLuis J. Forastieri Maldonado Retirement PlanLuis J. Forastieri Maldonado…$1MF.a.B.Ulous Specialties, Inc. Profit Sharing PlanF.a.B.Ulous Specialties, Inc…$1M
End-of-year total assets ($M) among Cape Air Puerto Rico Employees Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Cape Air multi-year asset trail

Sponsor-wide plan assets over time

All Cape Air plans reported in each filing year

Latest sponsor-wide plan assets
$36M 25.243413616420323% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $29M $36.3M ▲ +25.2%
Year Plans Participants Total Assets
2022 2 760 $29M
2023 2 647 $34M
2024 2 637 $36M

Cape Air filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$258K
Employer EIN043005476
Plan Effective Date2011-12-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Cape Air Puerto Rico Employees Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Cape Air Puerto Rico Employees Retirement Plan, Total assets ($B): 0.00137907 · Participants: 76Cape Air Puerto Rico Employees Retirement PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 16.746508173 · Participants: 76559Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.11674253 · Participants: 14037Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.93023844 · Participants: 5518Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.685607607 · Participants: 6385The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.656271721 · Participants: 3065Sheet Metal Workers Local 17 Annuity Income Fund
Cape Air Puerto Rico Employees Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants

Cape Air Puerto Rico Employees Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant in TX ($1M); by covered participants it is Northland Christian Education System 403(b) Plan in MO (76 participants). Same-state nearby plans are listed separately above.

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 Air Puerto Rico Employees Retirement Plan assets move in 2024?
Cape Air Puerto Rico Employees Retirement Plan grew sharply - up 23.1% during 2024, from $1M to $1M. Reported net income was $258K.
How have Cape Air plan assets changed over time?
Across 3 plan years on file (2022-2024), Cape Air's sponsor-wide assets grew 25.2%, from $29M to $36M.
Which Profit Sharing plans are similar in size to Cape Air Puerto Rico Employees Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant in TX ($1M, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Cape Air Puerto Rico Employees Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Northland Christian Education System 403(b) Plan in MO (76 participants, $1M in assets).