401(k) · DOL Form 5500 · 2022

Atlantic Capital Strategies, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
35th
Percentile by assets National rank
$531,720
Avg per participant High balance/head
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Official DOL plan name: Atlantic Capital Strategies 401(k) Plan · Sponsored by Atlantic Capital Strategies, Inc. · Massachusetts · Finance & Insurance

$2M in assets, 4 participants

Atlantic Capital Strategies, Inc.'s Atlantic Capital Strategies 401(k) Plan reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,176 in Finance & Insurance (9,261 peers)

Atlantic Capital Strategies, Inc. multi-year trail

Atlantic Capital Strategies, Inc.'s plans moved +91.2% in assets from 2022 to 2024; this filing shows Atlantic Capital Strategies 401(k) Plan at $2M / 4 participants.

#2,176
in Finance & Insurance (9,261 peers)
-23.6%
assets change YoY

The plan reported a net loss of $656K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Atlantic Capital Strategies 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Atlantic Capital Strategies 401(k) Plan vs every filed plan by assets

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

$2,126,879 35th percentile higher than 35% 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

Atlantic Capital Strategies 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Atlantic Capital Strategies 401(k) Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 261944626 · Atlantic Capital Strategies, Inc. PY 2022 · 401(k)

Atlantic Capital Strategies 401(k) Plan · $2M · 4 · 35th

  • PART $2M
  • PART 4
  • PART 35th
  • PART 401(k)
  • PART near Center for Social Dynamics 401(k) Plan
  • PART ind #2176

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Atlantic Capital Strategies 401(k) Plan in the asset neighbourhood

Atlantic Capital Strategies 401(k) PlanAtlantic Capital Strategies …$2MCenter for Social Dynamics 401(k) PlanCenter for Social Dynamics 4…$2MGuardian of Georgia Inc. Dba Ackerman Security Systems 401(k) Profit Sharing Plan and TrustGuardian of Georgia Inc. Dba…$2MFarmer & Irwin Corporation 401(k) PlanFarmer & Irwin Corporation 4…$2MPhelps Fan, LLC 401(k) Profit Sharing PlanPhelps Fan, LLC 401(k) Profi…$2M
End-of-year total assets ($M) among Atlantic Capital Strategies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Atlantic Capital Strategies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Atlantic Capital Strategies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 91.15121264538321% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $2.13M $4.07M ▲ +91.1%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $3M
2024 1 4 $4M

Atlantic Capital Strategies, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$656K
Employer EIN261944626
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Atlantic Capital Strategies 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Atlantic Capital Strategies 401(k) Plan, Total assets ($B): 0.002126879 · Participants: 4Atlantic Capital Strategies 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Atlantic Capital Strategies 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Atlantic Capital Strategies 401(k) Plan side-by-side with 3 peers →

Atlantic Capital Strategies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Center for Social Dynamics 401(k) Plan in CA ($2M); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Atlantic Capital Strategies 401(k) Plan assets move in 2022? ▼
Atlantic Capital Strategies 401(k) Plan declined sharply - down 23.6% during 2022, from $3M to $2M. Reported net income was -$656K.
How have Atlantic Capital Strategies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Atlantic Capital Strategies, Inc.'s sponsor-wide assets grew 91.2%, from $2M to $4M.
Which 401(k) plans are similar in size to Atlantic Capital Strategies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Center for Social Dynamics 401(k) Plan in CA ($2M, 1,335 participants).
Which 401(k) plans cover a similar participant headcount to Atlantic Capital Strategies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants, N/A 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 261944626.

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.