401(k) · DOL Form 5500 · 2024

Atlantic Bay Mortgage Group, LLC 401(k) Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
790
Participants Near avg headcount
89th
Percentile by assets National rank
$99,642
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Atlantic Bay Mortgage Group 401(k) Plan · Sponsored by Atlantic Bay Mortgage Group, LLC · Virginia · Real Estate

$79M in assets, 790 participants

Atlantic Bay Mortgage Group, LLC's Atlantic Bay Mortgage Group 401(k) Plan reported $79M in total assets and 790 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #4,417 in Real Estate (4,605 peers)

Where Atlantic Bay Mortgage Group 401(k) Plan sits by assets

Atlantic Bay Mortgage Group 401(k) Plan sits in the top quartile of all filed plans by assets, $79M for 790 participants (~$99,642/participant), up 12.8% in 2024.

#4,417
in Real Estate (4,605 peers)
+12.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Atlantic Bay Mortgage Group 401(k) Plan's outsized position by total assets

Atlantic Bay Mortgage Group 401(k) Plan vs every filed plan by assets

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

$78,716,798 Top 11% higher than 89% 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

Atlantic Bay Mortgage Group 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. Atlantic Bay Mortgage Group 401(k) Plan sits mid-pack in the medium band (790 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Atlantic Bay Mortgage Group 401(k) Plan reported net income fell from $11M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Atlantic Bay Mortgage Group 401(k) Plan end-of-year assets rose from $70M in the plan year 2023 filing to $79M in the plan year 2024 filing.
  • Atlantic Bay Mortgage Group 401(k) Plan reported participants fell from 858 in the plan year 2023 filing to 790 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 541822116 · Atlantic Bay Mortgage Group, LLC PY 2024 · 401(k)

Atlantic Bay Mortgage Group 401(k) Plan · $79M · 790 · 89th

  • ASSETS $79M
  • ASSETS 790
  • ASSETS 89th
  • ASSETS 401(k)
  • ASSETS near The Windquest Group 401(k) Retirement Savings Plan
  • ASSETS ind #4417

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 Virginia →

Atlantic Bay Mortgage Group 401(k) Plan in the asset neighbourhood

Atlantic Bay Mortgage Group 401(k) PlanAtlantic Bay Mortgage Group …$79MThe Windquest Group 401(k) Retirement Savings PlanThe Windquest Group 401(k) R…$79MWorld Market 401(k) Plan$79MDominium 401(k) Retirement Savings PlanDominium 401(k) Retirement S…$79MRaleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & TrustRaleigh Orthopaedic Clinic 4…$79M
End-of-year total assets ($M) among Atlantic Bay Mortgage Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$79M
Net Income$9M
Employer EIN541822116
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Atlantic Bay Mortgage Group, LLC)

Sponsor-wide plan assets over time

All Atlantic Bay Mortgage Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$79M 33.89395657155205% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $58.8M $78.7M ▲ +33.9%
Year Plans Participants Total Assets
2022 1 990 $59M
2023 1 858 $70M
2024 1 790 $79M

Nearby 401(k) Plans in Virginia

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

Atlantic Bay Mortgage Group 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Atlantic Bay Mortgage Group 401(k) Plan, Total assets ($B): 0.078716798 · Participants: 790Atlantic Bay Mortgage Group 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Atlantic Bay Mortgage Group 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Atlantic Bay Mortgage Group 401(k) Plan side-by-side with 3 peers →

Atlantic Bay Mortgage Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is The Windquest Group 401(k) Retirement Savings Plan in MI ($79M); by covered participants it is Rbd California Restaurants Limited 401(k) & Ps Plan in CA (790 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (790 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 Atlantic Bay Mortgage Group 401(k) Plan assets move in 2024? ▼
Atlantic Bay Mortgage Group 401(k) Plan grew at a solid clip - up 12.8% during 2024, from $70M to $79M. Reported net income was $9M.
How have Atlantic Bay Mortgage Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Atlantic Bay Mortgage Group, LLC's sponsor-wide assets grew 33.9%, from $59M to $79M.
Where does Atlantic Bay Mortgage Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Atlantic Bay Mortgage Group 401(k) Plan ranks in the 89th 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 Atlantic Bay Mortgage Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Windquest Group 401(k) Retirement Savings Plan in MI ($79M, 1,187 participants).
Which 401(k) plans cover a similar participant headcount to Atlantic Bay Mortgage Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rbd California Restaurants Limited 401(k) & Ps Plan in CA (790 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 541822116.

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.