401(k) · DOL Form 5500 · 2023

Advantage Capital Management Corporation 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
150
Participants Small participant base
83rd
Percentile by assets National rank
$267,522
Avg per participant High balance/head
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Official DOL plan name: Advantage Capital 401(k) Plan · Sponsored by Advantage Capital Management Corporation · Louisiana · Real Estate

$40M in assets, 150 participants

Advantage Capital Management Corporation's Advantage Capital 401(k) Plan reported $40M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #4,396 in Real Estate (4,727 peers)

Coverage in Louisiana

Advantage Capital 401(k) Plan covers 150 participants in Louisiana, about 30% of the average Louisiana filer (state average ~495 per filing). Assets: $40M.

#4,396
in Real Estate (4,727 peers)
+25.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Advantage Capital 401(k) Plan's outsized position by total assets

Advantage Capital 401(k) Plan vs every filed plan by assets

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

$40,128,324 Top 17% higher than 83% 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

Advantage Capital 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. Advantage Capital 401(k) Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advantage Capital 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Advantage Capital 401(k) Plan end-of-year assets rose from $32M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Advantage Capital 401(k) Plan reported participants rose from 128 in the plan year 2022 filing to 150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 721262990 · Advantage Capital Management Corporation PY 2023 · 401(k)

Advantage Capital 401(k) Plan · $40M · 150 · 83rd

  • EIN $40M
  • RANK 150
  • PHOTO 83rd
  • IND 401(k)
  • EOY near American Equipment Hr, LLC 401(k) Plan
  • 5500 ind #4396

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 Louisiana →

Advantage Capital 401(k) Plan in the asset neighbourhood

Advantage Capital 401(k) Plan$40MAmerican Equipment Hr, LLC 401(k) PlanAmerican Equipment Hr, LLC 4…$40MIovino Enterprises, LLC 401(k) PlanIovino Enterprises, LLC 401(…$40MThe De Moya Group, Inc. Profit Sharing Plan & TrustThe De Moya Group, Inc. Prof…$40MBradley Media Holdings, Inc 401(k) PlanBradley Media Holdings, Inc …$40M
End-of-year total assets ($M) among Advantage Capital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$40M
Net Income$8M
Employer EIN721262990
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advantage Capital Management Corporation)

Sponsor-wide plan assets over time

All Advantage Capital Management Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$49M 34.6330439880716% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $36.4M $49M ▲ +34.6%
Year Plans Participants Total Assets
2022 2 224 $36M
2023 2 246 $42M
2024 1 183 $49M

Nearby 401(k) Plans in Louisiana

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

Advantage Capital 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Advantage Capital 401(k) Plan, Total assets ($B): 0.040128324 · Participants: 150Advantage Capital 401(k) PlanLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Advantage Capital 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Advantage Capital 401(k) Plan side-by-side with 3 peers →

Advantage Capital 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is American Equipment Hr, LLC 401(k) Plan in UT ($40M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Advantage Capital 401(k) Plan assets move in 2023? ▼
Advantage Capital 401(k) Plan grew sharply - up 25.3% during 2023, from $32M to $40M. Reported net income was $8M.
How have Advantage Capital Management Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advantage Capital Management Corporation's sponsor-wide assets grew 34.6%, from $36M to $49M.
Where does Advantage Capital 401(k) Plan rank by assets among Form 5500 filers? ▼
Advantage Capital 401(k) Plan ranks in the 83rd 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 Advantage Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Equipment Hr, LLC 401(k) Plan in UT ($40M, 1,217 participants).
Which 401(k) plans cover a similar participant headcount to Advantage Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants, $867K 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 721262990.

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.