Other · DOL Form 5500 · 2024

Outer Cape Health Services, Inc. Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
220
Participants Below avg headcount
52nd
Percentile by assets National rank
$38,948
Avg per participant Low balance/head
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Official DOL plan name: Outer Cape Health Services, Inc. 403(b) Plan (Plan 001) · Sponsored by Outer Cape Health Services, Inc. · Massachusetts · Healthcare & Social Assistance

$9M in assets, 220 participants

Outer Cape Health Services, Inc.'s Outer Cape Health Services, Inc. 403(b) Plan (Plan 001) reported $9M in total assets and 220 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #9,754 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

Outer Cape Health Services, Inc. 403(b) Plan (Plan 001) covers 220 participants in Massachusetts, about 33% of the average Massachusetts filer (state average ~659 per filing). Assets: $9M.

#9,754
in Healthcare & Social Assistance (16,916 peers)
+2.4%
assets growth YoY

Outer Cape Health Services, Inc. 403(b) Plan (Plan 001)'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Outer Cape Health Services, Inc. 403(b) Plan (Plan 001) vs every filed plan by assets

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

$8,568,457 Top 48% higher than 52% 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

Outer Cape Health Services, Inc. 403(b) Plan (Plan 001) 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. Outer Cape Health Services, Inc. 403(b) Plan (Plan 001) sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Outer Cape Health Services, Inc. 403(b) Plan (Plan 001) reported net income fell from $2M in the plan year 2023 filing to $203K in the plan year 2024 filing.
  • Outer Cape Health Services, Inc. 403(b) Plan (Plan 001) reported participants rose from 202 in the plan year 2023 filing to 220 in the plan year 2024 filing.
  • Outer Cape Health Services, Inc. 403(b) Plan (Plan 001) end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 042509828 · Outer Cape Health Services, Inc. PY 2024 · Other

Outer Cape Health Services, Inc. 403(b) Plan (Plan 001) · $9M · 220 · 52nd

  • BOOK $9M
  • VS-ST 220
  • BOY 52nd
  • SCH Other
  • EBSA near 403b Thrift Plan for Employees of Haven for Hope of Bexar County
  • PART ind #9754

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 →

Outer Cape Health Services, Inc. 403(b) Plan (Plan 001) in the asset neighbourhood

Outer Cape Health Services, Inc. 403(b) Plan (Plan 001)Outer Cape Health Services, …$9M403b Thrift Plan for Employees of Haven for Hope of Bexar County403b Thrift Plan for Employe…$9MThe Briarwood School Tda Plan$9MHome Builders Institute 403(b) PlanHome Builders Institute 403(…$9M403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs403(b) Thrift Plan of Jewish…$9M
End-of-year total assets ($M) among Outer Cape Health Services, Inc. 403(b) Plan (Plan 001) and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

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

Sponsor Plan History (Outer Cape Health Services, Inc.)

Sponsor-wide plan assets over time

All Outer Cape Health Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 35.4167509551998% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.33M $8.57M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 185 $6M
2023 1 202 $8M
2024 1 220 $9M

Nearby Other Plans in Massachusetts

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

Outer Cape Health Services, Inc. 403(b) Plan (Plan 001) vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Outer Cape Health Services, Inc. 403(b) Plan (Plan 001), Total assets ($B): 0.008568457 · Participants: 220Outer Cape Health Services, Inc. 403(b) Plan (Plan 001)Harvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Outer Cape Health Services, Inc. 403(b) Plan (Plan 001) vs. nearby Other plans in Massachusetts, assets vs. participants

Outer Cape Health Services, Inc. 403(b) Plan (Plan 001)'s out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is 403b Thrift Plan for Employees of Haven for Hope of Bexar County in TX ($9M); by covered participants it is Homes for the Homeless, Inc. 403(b) Plan in NY (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 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 Outer Cape Health Services, Inc. 403(b) Plan (Plan 001) assets move in 2024?
Outer Cape Health Services, Inc. 403(b) Plan (Plan 001) edged up modestly - up 2.4% during 2024, from $8M to $9M. Reported net income was $203K.
How have Outer Cape Health Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Outer Cape Health Services, Inc.'s sponsor-wide assets grew 35.4%, from $6M to $9M.
Which Other plans are similar in size to Outer Cape Health Services, Inc. 403(b) Plan (Plan 001)?
Among Other plans in other states, the closest by assets is 403b Thrift Plan for Employees of Haven for Hope of Bexar County in TX ($9M, 291 participants).
Which Other plans cover a similar participant headcount to Outer Cape Health Services, Inc. 403(b) Plan (Plan 001)?
Among Other plans in other states, the closest by covered participants is Homes for the Homeless, Inc. 403(b) Plan in NY (220 participants, $14M in assets).