Advantage Capital 401(k) Plan

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team · June 17, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Advantage Capital Management Corporation · Louisiana · Real Estate

What the 2023 filing shows

Advantage Capital 401(k) Plan holds $32M for 128 participants — about $250,231 per participant, down 12.4% over the 2022 plan year.

$32M
total plan assets (2022 EOY): 128
covered participants: $250,231
avg assets per participant: -12.4%
assets change YoY

The plan reported a net loss of $5M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)

$32M

Participants

128

State

Louisiana

Industry

Real Estate

What the Filing Says About Advantage Capital 401(k) Plan

Advantage Capital 401(k) Plan is a 401(k) retirement plan sponsored by Advantage Capital Management Corporation, headquartered in Louisiana. As of the 2022 Form 5500 filing, the plan reports $32M in total end-of-year assets and covers 128 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 721262990, and the plan has been effective since 2000-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $37M at the beginning of 2022 to $32M at year-end — a decline of 12.4%. Net assets (after liabilities) closed the year at $32M, with reported net income of $-4,518,121 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$37M
Total Assets (End of Year)	$32M
Net Assets (End of Year)	$32M
Net Income	$-4,518,121
Plan Type	401(k)
Employer EIN	721262990
Plan Effective Date	2000-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Advantage Capital Management Corporation)

Year	Plans	Participants	Total Assets
2022	2	224	$36M
2023	2	246	$42M
2024	1	183	$49M

Nearby 401(k) Plans in Louisiana

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

Lumen 401(k) Savings Plan $7.1B · 24,522
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Ochsner Clinic Foundation 401(k) Plan $2.3B · 31,221
Louisiana Children's Medical Center Retirement and Savings Plan $867M · 12,934
Amedisys Holding, LLC 401(k) Plan $849M · 20,100

Compare Advantage Capital 401(k) Plan side-by-side with 3 peers →

Related Data

Guides

Frequently Asked Questions

How much money is in the Advantage Capital 401(k) Plan? ▼

As of the 2022 Form 5500 filing, Advantage Capital 401(k) Plan holds $32M in total assets with 128 participants. It is sponsored by Advantage Capital Management Corporation.

What type of plan is Advantage Capital 401(k) Plan? ▼

Advantage Capital 401(k) Plan is a 401(k) plan. It has been effective since 2000-01-01. The plan is filed with the U.S. Department of Labor under EIN 721262990.

Who sponsors the Advantage Capital 401(k) Plan? ▼

Advantage Capital 401(k) Plan is sponsored by Advantage Capital Management Corporation, located in Louisiana. The sponsor's EIN is 721262990 and the plan operates in the Real Estate industry.

How did Advantage Capital 401(k) Plan perform in 2022? ▼

Advantage Capital 401(k) Plan declined by 12.4% during 2022, moving from $37M to $32M in total assets. Net income was $-4,518,121.

Where can I find official filings for Advantage Capital 401(k) Plan? ▼

Official Form 5500 filings for Advantage Capital 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 721262990 or plan name at efast.dol.gov.

How does Advantage Capital 401(k) Plan compare to other plans? ▼

You can compare Advantage Capital 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Louisiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.