401(k) · DOL Form 5500 · 2022

Midcap Financial Services, LLC 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
243
Participants Below avg headcount
85th
Percentile by assets National rank
$150,873
Avg per participant Above avg balance/head
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Official DOL plan name: Midcap Financial Services, LLC 401(k) Plan · Sponsored by Midcap Financial Services, LLC · Maryland · Finance & Insurance

$37M in assets, 243 participants

Midcap Financial Services, LLC's Midcap Financial Services, LLC 401(k) Plan reported $37M in total assets and 243 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,032 in Finance & Insurance (9,261 peers)

Coverage in Maryland

Midcap Financial Services, LLC 401(k) Plan covers 243 participants in Maryland, about 26% of the average Maryland filer (state average ~929 per filing). Assets: $37M.

#7,032
in Finance & Insurance (9,261 peers)
-9.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Midcap Financial Services, LLC 401(k) Plan's outsized position by total assets

Midcap Financial Services, LLC 401(k) Plan vs every filed plan by assets

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

$36,662,123 Top 15% higher than 85% 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

Midcap Financial Services, LLC 401(k) 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. Midcap Financial Services, LLC 401(k) Plan sits mid-pack in the medium band (243 participants).

Form 5500 schedule snapshot

Filing strip 263242056 · Midcap Financial Services, LLC PY 2022 · 401(k)

Midcap Financial Services, LLC 401(k) Plan · $37M · 243 · 85th

  • SCH $37M
  • SCH 243
  • SCH 85th
  • SCH 401(k)
  • SCH near Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan
  • SCH ind #7032

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 Maryland →

Midcap Financial Services, LLC 401(k) Plan in the asset neighbourhood

Nova Financial & Investment Corp. Employees 401(k) Profit Sharing PlanNova Financial & Investment …$37MMidcap Financial Services, LLC 401(k) PlanMidcap Financial Services, L…$37MShapell Investment Properties, Inc. 401(k) Profit Sharing PlanShapell Investment Propertie…$37MSagitec Retirement Savings PlanSagitec Retirement Savings P…$37MRenaissance Lakewood, LLC. 401(k) PlanRenaissance Lakewood, LLC. 4…$37M
End-of-year total assets ($M) among Midcap Financial Services, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$37M
Net Income-$4M
Employer EIN263242056
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Midcap Financial Services, LLC)

Sponsor-wide plan assets over time

All Midcap Financial Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$64M 75.18574415344142% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $36.7M $64.2M ▲ +75.2%
Year Plans Participants Total Assets
2022 1 243 $37M
2023 1 275 $50M
2024 1 294 $64M

Nearby 401(k) Plans in Maryland

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

Midcap Financial Services, LLC 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Midcap Financial Services, LLC 401(k) Plan, Total assets ($B): 0.036662123 · Participants: 243Midcap Financial Services, LLC 401(k) 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
Midcap Financial Services, LLC 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Midcap Financial Services, LLC 401(k) Plan side-by-side with 3 peers →

Midcap Financial Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan in CA ($37M); by covered participants it is Allied Wire & Cable, Inc. 401(k) Profit Sharing Plan in PA (243 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (243 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 Midcap Financial Services, LLC 401(k) Plan assets move in 2022? ▼
Midcap Financial Services, LLC 401(k) Plan pulled back noticeably - down 9.8% during 2022, from $41M to $37M. Reported net income was -$4M.
How have Midcap Financial Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Midcap Financial Services, LLC's sponsor-wide assets grew 75.2%, from $37M to $64M.
Where does Midcap Financial Services, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Midcap Financial Services, LLC 401(k) Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Midcap Financial Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan in CA ($37M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Midcap Financial Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allied Wire & Cable, Inc. 401(k) Profit Sharing Plan in PA (243 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 263242056.

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.