401(k) · DOL Form 5500 · 2023

Midcap Financial Services, LLC 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
275
Participants Below avg headcount
86th
Percentile by assets National rank
$183,269
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

$50M in assets, 275 participants

Midcap Financial Services, LLC's Midcap Financial Services, LLC 401(k) Plan reported $50M in total assets and 275 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,905 in Finance & Insurance (8,869 peers)

Coverage in Maryland

Midcap Financial Services, LLC 401(k) Plan covers 275 participants in Maryland, about 30% of the average Maryland filer (state average ~929 per filing). Assets: $50M.

#6,905
in Finance & Insurance (8,869 peers)
+37.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$50,399,079 Top 14% higher than 86% 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

Midcap Financial Services, LLC 401(k) 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. Midcap Financial Services, LLC 401(k) Plan sits mid-pack in the medium band (275 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Midcap Financial Services, LLC 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Midcap Financial Services, LLC 401(k) Plan end-of-year assets rose from $37M in the plan year 2022 filing to $50M in the plan year 2023 filing.
  • Midcap Financial Services, LLC 401(k) Plan reported participants rose from 243 in the plan year 2022 filing to 275 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 263242056 · Midcap Financial Services, LLC PY 2023 · 401(k)

Midcap Financial Services, LLC 401(k) Plan · $50M · 275 · 86th

  • TYPE $50M
  • NET 275
  • BOOK 86th
  • VS-ST 401(k)
  • BOY near Freshpet, Inc. 401(k) Plan
  • SCH ind #6905

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

Masterbrand Cabinets LLC Union Employees Savings PlanMasterbrand Cabinets LLC Uni…$50MFreshpet, Inc. 401(k) Plan$50MMidcap Financial Services, LLC 401(k) PlanMidcap Financial Services, L…$50MExcelsior Orthopaedics, LLP 401(k) Profit Sharing PlanExcelsior Orthopaedics, LLP …$50MBranded Entertainment Network 401(k) Savings PlanBranded Entertainment Networ…$50M
End-of-year total assets ($M) among Midcap Financial Services, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$50M
Net Income$14M
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. -50000050000100000150000 -200204060 Total assets ($B) Participants Midcap Financial Services, LLC 401(k) Plan, Total assets ($B): 0.050399079 · Participants: 275Midcap Financial Services, LLC 401(k) 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
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 Freshpet, Inc. 401(k) Plan in NJ ($50M); by covered participants it is Alpha Measurement Solutions, LLC. in TX (275 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (275 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 Midcap Financial Services, LLC 401(k) Plan assets move in 2023? ▼
Midcap Financial Services, LLC 401(k) Plan surged - up 37.5% during 2023, from $37M to $50M. Reported net income was $14M.
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 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Freshpet, Inc. 401(k) Plan in NJ ($50M, 1,010 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 Alpha Measurement Solutions, LLC. in TX (275 participants, $10M 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 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.