Other · DOL Form 5500 · 2024
Cape Abilities, Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 233
- Participants Below avg headcount
- 49th
- Percentile by assets National rank
- $31,256
- Avg per participant Low balance/head
Official DOL plan name: Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan · Sponsored by Cape Abilities, Inc. · Massachusetts · Other Services
$7M in assets, 233 participants
Cape Abilities, Inc.'s Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan reported $7M in total assets and 233 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #5,361 in Other Services (7,719 peers)
Coverage in Massachusetts
Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan covers 233 participants in Massachusetts, about 35% of the average Massachusetts filer (state average ~659 per filing). Assets: $7M.
- #5,361
- in Other Services (7,719 peers)
- +8.4%
- assets growth YoY
Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan's mid-pack asset rank among Other Services and all filers
Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,282,691 49th percentile higher than 49% 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 Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan 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. Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan sits mid-pack in the medium band (233 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan reported net income fell from $1M in the plan year 2023 filing to $566K in the plan year 2024 filing.
- Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan reported participants fell from 243 in the plan year 2023 filing to 233 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 042453166 · Cape Abilities, Inc. PY 2024 · Other
Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan · $7M · 233 · 49th
- VS-ST $7M
- BOY 233
- SCH 49th
- EBSA Other
- PART near Supplemental 403(b) Thrift Plan of the Osborne Association, Inc.
- TYPE ind #5361
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 Other Services retirement plans → · Plans in Massachusetts →
Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $566K |
| Employer EIN | 042453166 |
| Plan Effective Date | 1994-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cape Abilities, Inc.)
Sponsor-wide plan assets over time
All Cape Abilities, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 35.129802850185285% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 248 | $5M |
| 2023 | 1 | 243 | $7M |
| 2024 | 1 | 233 | $7M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. in NY ($7M); by covered participants it is Primecare Community Health, Inc. Employees Retirement Plan in IL (233 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (233 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.