Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

OUTER CAPE HEALTH SERVICES, INC. 403(B) PLAN (PLAN 001)

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

OUTER CAPE HEALTH SERVICES, INC.

This Profit Sharing plan holds $9M in total assets and serves 220 participants as of 2024. It is sponsored by OUTER CAPE HEALTH SERVICES, INC. in Massachusetts. The plan reported positive net income of $203K for the year.

Total Assets (2023)
$9M
Participants
220
Industry
Healthcare & Social Assistance

What the Filing Says About OUTER CAPE HEALTH SERVICES, INC. 403(B) PLAN (PLAN 001)

OUTER CAPE HEALTH SERVICES, INC. 403(B) PLAN (PLAN 001) is a Profit Sharing retirement plan sponsored by OUTER CAPE HEALTH SERVICES, INC., headquartered in Massachusetts. As of the 2024 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 220 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 042509828, and the plan has been effective since 1995-01-19. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $8M at the beginning of 2024 to $9M at year-end — a gain of 2.4%. Net assets (after liabilities) closed the year at $9M, with reported net income of $203K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$8M
Total Assets (End of Year)$9M
Net Assets (End of Year)$9M
Net Income$203K
Plan TypeProfit Sharing
Employer EIN042509828
Plan Effective Date1995-01-19
Filing StatusFILING RECEIVED

Sponsor Plan History (OUTER CAPE HEALTH SERVICES, INC.)

Year Plans Participants Total Assets
2022 1 185 $6M
2023 1 202 $8M
2024 1 220 $9M

Nearby Profit Sharing Plans in Massachusetts

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

Frequently Asked Questions

How much money is in the OUTER CAPE HEALTH SERVICES, INC. 403(B) PLAN (PLAN 001)?
As of the 2024 Form 5500 filing, OUTER CAPE HEALTH SERVICES, INC. 403(B) PLAN (PLAN 001) holds $9M in total assets with 220 participants. It is sponsored by OUTER CAPE HEALTH SERVICES, INC..
What type of plan is OUTER CAPE HEALTH SERVICES, INC. 403(B) PLAN (PLAN 001)?
OUTER CAPE HEALTH SERVICES, INC. 403(B) PLAN (PLAN 001) is a Profit Sharing plan. It has been effective since 1995-01-19. The plan is filed with the U.S. Department of Labor under EIN 042509828.
Who sponsors the OUTER CAPE HEALTH SERVICES, INC. 403(B) PLAN (PLAN 001)?
OUTER CAPE HEALTH SERVICES, INC. 403(B) PLAN (PLAN 001) is sponsored by OUTER CAPE HEALTH SERVICES, INC., located in Massachusetts. The sponsor's EIN is 042509828 and the plan operates in the Healthcare & Social Assistance industry.
How did OUTER CAPE HEALTH SERVICES, INC. 403(B) PLAN (PLAN 001) perform in 2024?
OUTER CAPE HEALTH SERVICES, INC. 403(B) PLAN (PLAN 001) grew by 2.4% during 2024, moving from $8M to $9M in total assets. Net income was $203K.
Where can I find official filings for OUTER CAPE HEALTH SERVICES, INC. 403(B) PLAN (PLAN 001)?
Official Form 5500 filings for OUTER CAPE HEALTH SERVICES, INC. 403(B) PLAN (PLAN 001) are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042509828 or plan name at efast.dol.gov.
How does OUTER CAPE HEALTH SERVICES, INC. 403(B) PLAN (PLAN 001) compare to other plans?
You can compare OUTER CAPE HEALTH SERVICES, INC. 403(B) PLAN (PLAN 001) against other Profit Sharing plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 042509828.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.