401(k) · DOL Form 5500 · 2022

Pella Mid-Atlantic Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
227
Participants Below avg headcount
73rd
Percentile by assets National rank
$68,283
Avg per participant Below avg balance/head
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Official DOL plan name: Pella Mid-Atlantic, Inc. 401(k) Profit Sharing Plan · Sponsored by Pella Mid-Atlantic Inc. · Maryland · Retail Trade

$16M in assets, 227 participants

Pella Mid-Atlantic Inc.'s Pella Mid-Atlantic, Inc. 401(k) Profit Sharing Plan reported $16M in total assets and 227 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #7,926 in Retail Trade (9,519 peers)

Coverage in Maryland

Pella Mid-Atlantic, Inc. 401(k) Profit Sharing Plan covers 227 participants in Maryland, about 24% of the average Maryland filer (state average ~929 per filing). Assets: $16M.

#7,926
in Retail Trade (9,519 peers)
-17.5%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pella Mid-Atlantic, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Pella Mid-Atlantic, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$15,500,156 Top 27% higher than 73% of 139,123 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 2022

Pella Mid-Atlantic, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pella Mid-Atlantic, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (227 participants).

Plan-year Form 5500 strip

Filing strip 831224745 · Pella Mid-Atlantic Inc. PY 2022 · 401(k)

Pella Mid-Atlantic, Inc. 401(k) Profit Sharing Plan · $16M · 227 · 73rd

  • ASSETS $16M
  • ASSETS 227
  • ASSETS 73rd
  • ASSETS 401(k)
  • ASSETS near Richardson Industries, Inc. 401(k) Plan
  • ASSETS ind #7926

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 Retail Trade retirement plans → · Plans in Maryland →

Pella Mid-Atlantic, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Pella Mid-Atlantic, Inc. 401(k) Profit Sharing PlanPella Mid-Atlantic, Inc. 401…$16MRichardson Industries, Inc. 401(k) PlanRichardson Industries, Inc. …$15MHutchinson Black and Cook, LLC Profit Sharing PlanHutchinson Black and Cook, L…$15MTexans Anesthesiology Associates 401(k) PlanTexans Anesthesiology Associ…$15MSpecial Tree, Ltd. Employees' Salary Savings & Retirement PlanSpecial Tree, Ltd. Employees…$15M
End-of-year total assets ($M) among Pella Mid-Atlantic, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN831224745
Plan Effective Date1987-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pella Mid-Atlantic Inc.)

Sponsor-wide plan assets over time

All Pella Mid-Atlantic Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 23.04219389791948% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.5M $19.1M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 227 $16M
2023 1 221 $17M
2024 1 201 $19M

Nearby 401(k) Plans in Maryland

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

Pella Mid-Atlantic, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Pella Mid-Atlantic, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.015500156 · Participants: 227Pella Mid-Atlantic, Inc. 401(k) Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Pella Mid-Atlantic, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Pella Mid-Atlantic, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Pella Mid-Atlantic, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Richardson Industries, Inc. 401(k) Plan in WI ($15M); by covered participants it is Traditional Bank, Inc. 401(k) Profit Sharing Plan in KY (227 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (227 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pella Mid-Atlantic, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Pella Mid-Atlantic, Inc. 401(k) Profit Sharing Plan declined sharply - down 17.5% during 2022, from $19M to $16M. Reported net income was -$3M.
How have Pella Mid-Atlantic Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pella Mid-Atlantic Inc.'s sponsor-wide assets grew 23.0%, from $16M to $19M.
Which 401(k) plans are similar in size to Pella Mid-Atlantic, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Richardson Industries, Inc. 401(k) Plan in WI ($15M, 178 participants).
Which 401(k) plans cover a similar participant headcount to Pella Mid-Atlantic, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Traditional Bank, Inc. 401(k) Profit Sharing Plan in KY (227 participants, $28M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 831224745.

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.