401(k) · DOL Form 5500 · 2023

Mid Atlantic Capital Group 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
707
Participants Below avg headcount
87th
Percentile by assets National rank
$80,363
Avg per participant Below avg balance/head
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Official DOL plan name: Mid Atlantic Capital Group Retirement Savings Plan · Sponsored by Mid Atlantic Capital Group · Pennsylvania · Finance & Insurance

$57M in assets, 707 participants

Mid Atlantic Capital Group's Mid Atlantic Capital Group Retirement Savings Plan reported $57M in total assets and 707 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,067 in Finance & Insurance (8,869 peers)

Where Mid Atlantic Capital Group Retirement Savings Plan sits by assets

Mid Atlantic Capital Group Retirement Savings Plan sits in the top quartile of all filed plans by assets, $57M for 707 participants (~$80,363/participant), up 40.3% in 2023.

#7,067
in Finance & Insurance (8,869 peers)
+40.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Mid Atlantic Capital Group Retirement Savings Plan's outsized position by total assets

Mid Atlantic Capital Group Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$56,816,459 Top 13% higher than 87% 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

Mid Atlantic Capital Group Retirement Savings 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. Mid Atlantic Capital Group Retirement Savings Plan sits mid-pack in the medium band (707 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mid Atlantic Capital Group Retirement Savings Plan reported net income rose from -$231K in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Mid Atlantic Capital Group Retirement Savings Plan end-of-year assets rose from $41M in the plan year 2022 filing to $57M in the plan year 2023 filing.
  • Mid Atlantic Capital Group Retirement Savings Plan reported participants rose from 572 in the plan year 2022 filing to 707 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 251442940 · Mid Atlantic Capital Group PY 2023 · 401(k)

Mid Atlantic Capital Group Retirement Savings Plan · $57M · 707 · 87th

  • PART $57M
  • TYPE 707
  • NET 87th
  • BOOK 401(k)
  • VS-ST near Paradies Lagardere 401(k) Plan
  • BOY ind #7067

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 Pennsylvania →

Mid Atlantic Capital Group Retirement Savings Plan in the asset neighbourhood

Mid Atlantic Capital Group Retirement Savings PlanMid Atlantic Capital Group R…$57MParadies Lagardere 401(k) PlanParadies Lagardere 401(k) Pl…$57MN.T.E.U. 401(k) Plan$57MEs3 401(k) Plan$57MCredit Union of Colorado 401(k) Retirement PlanCredit Union of Colorado 401…$57M
End-of-year total assets ($M) among Mid Atlantic Capital Group Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$57M
Net Income$16M
Employer EIN251442940
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mid Atlantic Capital Group)

Sponsor-wide plan assets over time

All Mid Atlantic Capital Group plans reported in each filing year

Latest sponsor-wide plan assets
$71M 74.75070008385973% vs 2022
2024 filing year
$30M$40M$50M$60M$70M$80M 202220232024 $40.5M $70.8M ▲ +74.7%
Year Plans Participants Total Assets
2022 1 572 $41M
2023 1 707 $57M
2024 1 797 $71M

Nearby 401(k) Plans in Pennsylvania

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

Mid Atlantic Capital Group Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Mid Atlantic Capital Group Retirement Savings Plan, Total assets ($B): 0.056816459 · Participants: 707Mid Atlantic Capital Group Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Mid Atlantic Capital Group Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Mid Atlantic Capital Group Retirement Savings Plan side-by-side with 3 peers →

Mid Atlantic Capital Group Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Paradies Lagardere 401(k) Plan in GA ($57M); by covered participants it is Vanguard Furniture Co., Inc. Employees' Retirement Savings Plan in NC (707 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($57M here).

Similar participant headcount

Nearest other-state filings by covered participants (707 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 Mid Atlantic Capital Group Retirement Savings Plan assets move in 2023? ▼
Mid Atlantic Capital Group Retirement Savings Plan surged - up 40.3% during 2023, from $41M to $57M. Reported net income was $16M.
How have Mid Atlantic Capital Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mid Atlantic Capital Group's sponsor-wide assets grew 74.8%, from $41M to $71M.
Where does Mid Atlantic Capital Group Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Mid Atlantic Capital Group Retirement Savings Plan ranks in the 87th 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 Mid Atlantic Capital Group Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Paradies Lagardere 401(k) Plan in GA ($57M, 6,790 participants).
Which 401(k) plans cover a similar participant headcount to Mid Atlantic Capital Group Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vanguard Furniture Co., Inc. Employees' Retirement Savings Plan in NC (707 participants, $18M 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 251442940.

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.