401(k) · DOL Form 5500 · 2024

Med One Capital Funding, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
217
Participants Below avg headcount
62nd
Percentile by assets National rank
$62,680
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Med One Capital Funding, LLC Plan · Sponsored by Med One Capital Funding, LLC · Utah · Real Estate

$14M in assets, 217 participants

Med One Capital Funding, LLC's Med One Capital Funding, LLC Plan reported $14M in total assets and 217 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,623 in Real Estate (4,605 peers)

Coverage in Utah

Med One Capital Funding, LLC Plan covers 217 participants in Utah, about 37% of the average Utah filer (state average ~592 per filing). Assets: $14M.

#3,623
in Real Estate (4,605 peers)
+18.4%
assets growth YoY

Med One Capital Funding, LLC Plan's mid-pack asset rank among Real Estate and all filers

Med One Capital Funding, LLC Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$13,601,547 Top 38% higher than 62% of 123,620 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 2024

Med One Capital Funding, LLC Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Med One Capital Funding, LLC Plan sits mid-pack in the medium band (217 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Med One Capital Funding, LLC Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Med One Capital Funding, LLC Plan end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Med One Capital Funding, LLC Plan reported participants rose from 211 in the plan year 2023 filing to 217 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 870678357 · Med One Capital Funding, LLC PY 2024 · 401(k)

Med One Capital Funding, LLC Plan · $14M · 217 · 62nd

  • RANK $14M
  • RANK 217
  • RANK 62nd
  • RANK 401(k)
  • RANK near Twincraft, Inc. 401(k) Retirement Plan
  • RANK ind #3623

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 Utah →

Med One Capital Funding, LLC Plan in the asset neighbourhood

Med One Capital Funding, LLC PlanMed One Capital Funding, LLC…$14MTwincraft, Inc. 401(k) Retirement PlanTwincraft, Inc. 401(k) Retir…$14MIl Fornaio 401(k) Retirement PlanIl Fornaio 401(k) Retirement…$14MStoneeagle, F&i, Inc. 401(k) PlanStoneeagle, F&i, Inc. 401(k)…$14MTambe Electric 401(k) Plan$14M
End-of-year total assets ($M) among Med One Capital Funding, LLC Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN870678357
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Med One Capital Funding, LLC)

Sponsor-wide plan assets over time

All Med One Capital Funding, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 53.24322680009329% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $8.88M $13.6M ▲ +53.2%
Year Plans Participants Total Assets
2022 1 179 $9M
2023 1 211 $11M
2024 1 217 $14M

Nearby 401(k) Plans in Utah

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

Med One Capital Funding, LLC Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Med One Capital Funding, LLC Plan, Total assets ($B): 0.013601547 · Participants: 217Med One Capital Funding, LLC PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Med One Capital Funding, LLC Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Med One Capital Funding, LLC Plan side-by-side with 3 peers →

Med One Capital Funding, LLC Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Twincraft, Inc. 401(k) Retirement Plan in VT ($14M); by covered participants it is Bell Pump Service Company, Inc. 401(k) Profit Sharing Plan in CT (217 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (217 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Med One Capital Funding, LLC Plan assets move in 2024? ▼
Med One Capital Funding, LLC Plan grew sharply - up 18.4% during 2024, from $11M to $14M. Reported net income was $2M.
How have Med One Capital Funding, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Med One Capital Funding, LLC's sponsor-wide assets grew 53.2%, from $9M to $14M.
Which 401(k) plans are similar in size to Med One Capital Funding, LLC Plan? ▼
Among 401(k) plans in other states, the closest by assets is Twincraft, Inc. 401(k) Retirement Plan in VT ($14M, 228 participants).
Which 401(k) plans cover a similar participant headcount to Med One Capital Funding, LLC Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bell Pump Service Company, Inc. 401(k) Profit Sharing Plan in CT (217 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 870678357.

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.