401(k) · DOL Form 5500 · 2024

Advantage Capital Management Corporation 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
183
Participants Below avg headcount
84th
Percentile by assets National rank
$267,786
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

$49M in assets, 183 participants

Advantage Capital Management Corporation's Advantage Capital 401(k) Plan reported $49M in total assets and 183 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #4,290 in Real Estate (4,605 peers)

Coverage in Louisiana

Advantage Capital 401(k) Plan covers 183 participants in Louisiana, about 37% of the average Louisiana filer (state average ~495 per filing). Assets: $49M.

#4,290
in Real Estate (4,605 peers)
+22.1%
assets growth YoY
0.5×
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 2024 · DOL Form 5500

$49,004,873 Top 16% higher than 84% 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

Advantage Capital 401(k) 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. Advantage Capital 401(k) Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Advantage Capital 401(k) Plan end-of-year assets rose from $40M in the plan year 2023 filing to $49M in the plan year 2024 filing.
  • Advantage Capital 401(k) Plan reported participants rose from 150 in the plan year 2023 filing to 183 in the plan year 2024 filing.
  • Advantage Capital 401(k) Plan reported net income rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 721262990 · Advantage Capital Management Corporation PY 2024 · 401(k)

Advantage Capital 401(k) Plan · $49M · 183 · 84th

  • ASSETS $49M
  • ASSETS 183
  • ASSETS 84th
  • ASSETS 401(k)
  • ASSETS near Collective Equity 401(k) Trust
  • ASSETS ind #4290

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

Angels Baseball 401(k) Retirement Savings PlanAngels Baseball 401(k) Retir…$49MBamboo Health 401(k) Savings PlanBamboo Health 401(k) Savings…$49MAdvantage Capital 401(k) Plan$49MCollective Equity 401(k) TrustCollective Equity 401(k) Tru…$49MCollective Equity 401(k) TrustCollective Equity 401(k) Tru…$49M
End-of-year total assets ($M) among Advantage Capital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Louisiana filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$49M
Net Income$9M
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): 0.049004873 · Participants: 183Advantage Capital 401(k) PlanLumen 401(k) Savings Plan, Total assets ($B): 7.295025591 · Participants: 26319Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 4.363805537 · Participants: 9655Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.6891375 · Participants: 32229Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 1.01914034 · Participants: 13357Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.954895996 · Participants: 18862Amedisys 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 Collective Equity 401(k) Trust in FL ($49M); by covered participants it is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (183 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49M here).

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Advantage Capital 401(k) Plan assets move in 2024? ▼
Advantage Capital 401(k) Plan grew sharply - up 22.1% during 2024, from $40M to $49M. Reported net income was $9M.
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 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Collective Equity 401(k) Trust in FL ($49M, 2 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 Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (183 participants, $2M 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 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.