401(k) · DOL Form 5500 · 2022

Atlantic Bay Mortgage Group, LLC 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
990
Participants Near avg headcount
89th
Percentile by assets National rank
$59,384
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Atlantic Bay Mortgage Group 401(k) Plan · Sponsored by Atlantic Bay Mortgage Group, LLC · Virginia · Real Estate

$59M in assets, 990 participants

Atlantic Bay Mortgage Group, LLC's Atlantic Bay Mortgage Group 401(k) Plan reported $59M in total assets and 990 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #4,882 in Real Estate (5,057 peers)

Where Atlantic Bay Mortgage Group 401(k) Plan sits by assets

Atlantic Bay Mortgage Group 401(k) Plan sits in the top quartile of all filed plans by assets, $59M for 990 participants (~$59,384/participant), down 8.3% in 2022.

#4,882
in Real Estate (5,057 peers)
-8.3%
assets change YoY
0.6×
vs typical plan assets (national mean)

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.

Atlantic Bay Mortgage Group 401(k) Plan's outsized position by total assets

Atlantic Bay Mortgage Group 401(k) Plan vs every filed plan by assets

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

$58,790,404 Top 11% higher than 89% 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 Bay Mortgage Group 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. Atlantic Bay Mortgage Group 401(k) Plan sits mid-pack in the medium band (990 participants).

Plan-year Form 5500 strip

Filing strip 541822116 · Atlantic Bay Mortgage Group, LLC PY 2022 · 401(k)

Atlantic Bay Mortgage Group 401(k) Plan · $59M · 990 · 89th

  • PHOTO $59M
  • IND 990
  • EOY 89th
  • 5500 401(k)
  • ASSETS near Holcim (US) Inc. Union 401(k) Plan
  • PCT ind #4882

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 Virginia →

Atlantic Bay Mortgage Group 401(k) Plan in the asset neighbourhood

Holcim (US) Inc. Union 401(k) PlanHolcim (US) Inc. Union 401(k…$59MStratus Employees' Capital Accumulation Plan (Secap)Stratus Employees' Capital A…$59MAtlantic Bay Mortgage Group 401(k) PlanAtlantic Bay Mortgage Group …$59MCohn Family Corporate Profit Sharing PlanCohn Family Corporate Profit…$59MGonsalves & Santucci, Inc. 401(k) PlanGonsalves & Santucci, Inc. 4…$59M
End-of-year total assets ($M) among Atlantic Bay Mortgage Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$59M
Net Income-$5M
Employer EIN541822116
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Atlantic Bay Mortgage Group, LLC)

Sponsor-wide plan assets over time

All Atlantic Bay Mortgage Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$79M 33.89395657155205% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $58.8M $78.7M ▲ +33.9%
Year Plans Participants Total Assets
2022 1 990 $59M
2023 1 858 $70M
2024 1 790 $79M

Nearby 401(k) Plans in Virginia

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

Atlantic Bay Mortgage Group 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Atlantic Bay Mortgage Group 401(k) Plan, Total assets ($B): 0.058790404 · Participants: 990Atlantic Bay Mortgage Group 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Atlantic Bay Mortgage Group 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Atlantic Bay Mortgage Group 401(k) Plan side-by-side with 3 peers →

Atlantic Bay Mortgage Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Holcim (US) Inc. Union 401(k) Plan in MI ($59M); by covered participants it is Lily Transportation Corp. 401(k) Profit Sharing Plan in MA (990 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($59M here).

Similar participant headcount

Nearest other-state filings by covered participants (990 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 Bay Mortgage Group 401(k) Plan assets move in 2022? ▼
Atlantic Bay Mortgage Group 401(k) Plan pulled back noticeably - down 8.3% during 2022, from $64M to $59M. Reported net income was -$5M.
How have Atlantic Bay Mortgage Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Atlantic Bay Mortgage Group, LLC's sponsor-wide assets grew 33.9%, from $59M to $79M.
Where does Atlantic Bay Mortgage Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Atlantic Bay Mortgage Group 401(k) Plan ranks in the 89th 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 Atlantic Bay Mortgage Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Holcim (US) Inc. Union 401(k) Plan in MI ($59M, 1,125 participants).
Which 401(k) plans cover a similar participant headcount to Atlantic Bay Mortgage Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lily Transportation Corp. 401(k) Profit Sharing Plan in MA (990 participants, $21M 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 541822116.

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.