401(k) · DOL Form 5500 · 2024

Cape Investments Inc. 401(k) Plan

Data updated 2026-08-25

$21K
Total assets Small plan by assets
1
Participants Small participant base
2nd
Percentile by assets National rank
$21,006
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cape Investments Inc. 401(k) Plan · Sponsored by Cape Investments Inc. · Massachusetts · Real Estate

$21K in assets, 1 participants

Cape Investments Inc.'s Cape Investments Inc. 401(k) Plan reported $21K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 2nd 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.

  • #122 in Real Estate (4,605 peers)

Cape Investments Inc. multi-year trail

Cape Investments Inc.'s plans moved +30.7% in assets from 2023 to 2024; this filing shows Cape Investments Inc. 401(k) Plan at $21K / 1 participant.

#122
in Real Estate (4,605 peers)
+30.7%
assets growth YoY

Cape Investments Inc. 401(k) Plan among the smaller filed plans by assets

Cape Investments Inc. 401(k) Plan vs every filed plan by assets

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

$21,006 2nd percentile higher than 2% 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 Investments Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cape Investments Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cape Investments Inc. 401(k) Plan reported net income fell from $16K in the plan year 2023 filing to $5K in the plan year 2024 filing.
  • Cape Investments Inc. 401(k) Plan end-of-year assets rose from $16K in the plan year 2023 filing to $21K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 932762984 · Cape Investments Inc. PY 2024 · 401(k)

Cape Investments Inc. 401(k) Plan · $21K · 1 · 2nd

  • RANK $21K
  • RANK 1
  • RANK 2nd
  • RANK 401(k)
  • RANK near Fortune Seekers, Inc. 401(k) Plan
  • RANK ind #122

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 Real Estate retirement plans → · Plans in Massachusetts →

Cape Investments Inc. 401(k) Plan in the asset neighbourhood

Cape Investments Inc. 401(k) PlanCape Investments Inc. 401(k)…$21KFortune Seekers, Inc. 401(k) PlanFortune Seekers, Inc. 401(k)…$21KDuran Business Group 401(k) Pooled Employer PlanDuran Business Group 401(k) …$21KAmerican Moistening Co 401(k) PlanAmerican Moistening Co 401(k…$21KBoren, Inc. 401(k) Profit Sharing PlanBoren, Inc. 401(k) Profit Sh…$21K
End-of-year total assets ($M) among Cape Investments Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Cape Investments Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cape Investments Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21K 30.7237538116871% vs 2023
2024 filing year
$0.02M 20232024 $0.02M $0.02M ▲ +0.0%
Year Plans Participants Total Assets
2023 1 N/A $16K
2024 1 1 $21K

Cape Investments Inc. filing trail (2024)

Total Assets (Beginning of Year)$16K
Net Assets (End of Year)$21K
Net Income$5K
Employer EIN932762984
Plan Effective Date2023-07-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cape Investments Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Cape Investments Inc. 401(k) Plan, Total assets ($B): 0.000021006 · Participants: 1Cape Investments Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Cape Investments Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Cape Investments Inc. 401(k) Plan side-by-side with 3 peers →

Cape Investments Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Fortune Seekers, Inc. 401(k) Plan in CO ($21K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Cape Investments Inc. 401(k) Plan assets move in 2024? ▼
Cape Investments Inc. 401(k) Plan surged - up 30.7% during 2024, from $16K to $21K. Reported net income was $5K.
How have Cape Investments Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Cape Investments Inc.'s sponsor-wide assets grew 30.7%, from $16K to $21K.
Where does Cape Investments Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Cape Investments Inc. 401(k) Plan ranks in the 2nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Cape Investments Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fortune Seekers, Inc. 401(k) Plan in CO ($21K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Cape Investments Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).

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 932762984.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.