401(k) · DOL Form 5500 · 2023

Pella Mid-Atlantic Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
221
Participants Below avg headcount
69th
Percentile by assets National rank
$76,041
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

$17M in assets, 221 participants

Pella Mid-Atlantic Inc.'s Pella Mid-Atlantic, Inc. 401(k) Profit Sharing Plan reported $17M in total assets and 221 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,744 in Retail Trade (8,414 peers)

Coverage in Maryland

Pella Mid-Atlantic, Inc. 401(k) Profit Sharing Plan covers 221 participants in Maryland, about 24% of the average Maryland filer (state average ~929 per filing). Assets: $17M.

#6,744
in Retail Trade (8,414 peers)
+8.4%
assets growth YoY

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 2023 · DOL Form 5500

$16,805,031 Top 31% higher than 69% of 127,068 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 2023

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

Plan-year 2023 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 (221 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pella Mid-Atlantic, Inc. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Pella Mid-Atlantic, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Pella Mid-Atlantic, Inc. 401(k) Profit Sharing Plan reported participants fell from 227 in the plan year 2022 filing to 221 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 831224745 · Pella Mid-Atlantic Inc. PY 2023 · 401(k)

Pella Mid-Atlantic, Inc. 401(k) Profit Sharing Plan · $17M · 221 · 69th

  • BOY $17M
  • BOY 221
  • BOY 69th
  • BOY 401(k)
  • BOY near Price Brothers, Inc Retirement Plan
  • BOY ind #6744

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…$17MHome State Insurance Group, Inc. 401(k) Profit Sharing Plan & TrustHome State Insurance Group, …$17MLitmus Software, Inc. Retirement PlanLitmus Software, Inc. Retire…$17MPrice Brothers, Inc Retirement PlanPrice Brothers, Inc Retireme…$17MBranscomb PLLC Retirement PlanBranscomb PLLC Retirement Pl…$17M
End-of-year total assets ($M) among Pella Mid-Atlantic, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$1M
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. -50000050000100000150000 -200204060 Total assets ($B) Participants Pella Mid-Atlantic, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.016805031 · Participants: 221Pella Mid-Atlantic, Inc. 401(k) Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 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 Price Brothers, Inc Retirement Plan in NC ($17M); by covered participants it is Skin Cancer and Cosmetic Dermatology 401(k) Plan a in GA (221 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (221 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Pella Mid-Atlantic, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 8.4% during 2023, from $16M to $17M. Reported net income was $1M.
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 Price Brothers, Inc Retirement Plan in NC ($17M, 303 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 Skin Cancer and Cosmetic Dermatology 401(k) Plan a in GA (221 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.