401(k) · DOL Form 5500 · 2024
Cape Fox Shared Services 401(k) Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 1,367
- Participants Near avg headcount
- 81st
- Percentile by assets National rank
- $27,636
- Avg per participant Low balance/head
Official DOL plan name: Cape Fox Shared Services 401(k) Plan · Sponsored by Cape Fox Shared Services · Virginia · Professional & Technical Services
$38M in assets, 1,367 participants
Cape Fox Shared Services's Cape Fox Shared Services 401(k) Plan reported $38M in total assets and 1,367 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #16,359 in Professional & Technical Services (20,173 peers)
Where Cape Fox Shared Services 401(k) Plan sits by assets
Cape Fox Shared Services 401(k) Plan sits in the top quartile of all filed plans by assets, $38M for 1,367 participants (~$27,636/participant), up 8.0% in 2024.
- #16,359
- in Professional & Technical Services (20,173 peers)
- +8.0%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Cape Fox Shared Services 401(k) Plan's outsized position by total assets
Cape Fox Shared Services 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,778,909 Top 19% higher than 81% 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 Fox Shared Services 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cape Fox Shared Services 401(k) Plan lands in the large band (1,367 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cape Fox Shared Services 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Cape Fox Shared Services 401(k) Plan reported participants rose from 1,182 in the plan year 2023 filing to 1,367 in the plan year 2024 filing.
- Cape Fox Shared Services 401(k) Plan end-of-year assets rose from $35M in the plan year 2023 filing to $38M in the plan year 2024 filing.
DOL schedule card
Filing strip 271289495 · Cape Fox Shared Services PY 2024 · 401(k)
Cape Fox Shared Services 401(k) Plan · $38M · 1,367 · 81st
- SCH $38M
- EBSA 1,367
- PART 81st
- TYPE 401(k)
- NET near Access Management Services, LLC 401(k) Retirement Plan
- BOOK ind #16359
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 Professional & Technical Services retirement plans → · Plans in Virginia →
Cape Fox Shared Services 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $3M |
| Employer EIN | 271289495 |
| Plan Effective Date | 2009-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cape Fox Shared Services)
Sponsor-wide plan assets over time
All Cape Fox Shared Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 7.973220953343047% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 1,182 | $35M |
| 2024 | 1 | 1,367 | $38M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
Cape Fox Shared Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Access Management Services, LLC 401(k) Retirement Plan in CO ($38M); by covered participants it is Western Midstream Savings Plan in TX (1,367 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,367 participants); asset peers above are excluded.
- Western Midstream Savings Plan (TX) 1,367 · 0 off
- Goodwill Industries-Manasota, Inc. Retirement Plan (FL) 1,367 · 0 off
- Innovacare Services Company, LLC Savings and Profit Sharing Plan (FL) 1,367 · 0 off
- Northstar Memorial Group, LLC 401(k) Plan (TX) 1,366 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.