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Providers › Insurance and brokerage

Service provider · Schedule C, plan year 2024

Mid Atlantic Capital Corporation

Most often reported for insurance and brokerage

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.

52plans naming this provider
124,691participant records in those plans
$27Kcompensation reported, direct and indirect
$32.39median reported per participant2 plans with an amount

Mid Atlantic Capital Corporation is named as a service provider on the Schedule C of 52 retirement plans with 100 or more participants for plan year 2024, covering 124,691 participant records. Most often it is reported for insurance and brokerage.

Reported compensation from those plans, direct and indirect, totalled $27K. Per plan, the median was $32.39 per participant, with the middle half of plans between $31.66 and $33.13. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.

Its client plans are most numerous in New York (6), California (5) and Virginia (4).

In 2009 it appeared on 80 such filings; in 2024, 52 (down 35%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.

Reported compensation per plan

Across this provider's plans25th percentileMedian75th percentile
Compensation per participant$31.66$32.39$33.13
Compensation as a share of plan net assets0.03%0.03%0.03%

What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.

Plans served by year

2009: 802010: 1192011: 1752012: 2612013: 3382014: 3882015: 3972016: 3612017: 3682018: 2952019: 2492020: 1852021: 892022: 762023: 662024: 52803975220092012201620202024
Plans with 100+ participants naming this provider
2009: $18K2010: $47K2011: $43K2012: $74K2013: $66K2014: $157K2015: $245K2016: $213K2017: $186K2018: $126K2019: $135K2020: $127K2021: $163K2022: $83K2023: $28K2024: $27K$18K$245K$27K20092012201620202024
Compensation reported by those plans

Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.

By state

By plan size

Services reported

Securities brokerage49
Custodial (securities)2
Recordkeeping and information management1
Trustee (bank, trust company, or similar financial institution)1

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
Schenker, Inc. 401(k) Savings and Investment PlanSchenker, Inc.VA11,491$465M$0
South Shore Health Retirement Savings PlanSouth Shore Hospital, Inc.MA10,875$727M$0
Beacon Retirement Savings 403(b) PlanBeacon Health System, Inc.IN10,766$695M$0
Fareway Stores, Inc. 401(k) Profit Sharing PlanFareway Stores, Inc.IA7,994$401M$0
One Brooklyn Health 403(b) Retirement PlanBrookdale Hospital Medical CenterNY7,653$374M$0
Marten Transport Retirement Savings PlanMarten Transport, Ltd.WI5,000$137M$0
Southern Methodist University Retirement PlanSouthern Methodist UniversityTX4,931$1.15B$0
Tift Regional Health System 403(b) PlanTift Regional Health System, Inc.GA4,543$406M$0
Iue-Cwa 401(k) Retirement Savings and Security PlanTrustees of the Iue-Cwa AFL-CIO Pension FundPA4,273$82.3M$0
Sazerac Company, Inc. 401(k) PlanSazerac Company, Inc.KY4,007$167M$0
Ventura Foods, LLC Profit Sharing 401(k) PlanVentura Foods, LLCCA3,832$344M$0
Samaritan Medical Center/samaritan Keep Nursing Home Retirement PlanSamaritan Medical CenterNY3,001$210M$0
Belfor Group 401(k) PlanBelfor USA Group, Inc.MI2,802$173M$0
Bctgm Atlantic Profit Sharing FundBctgm Atlantic Profit Sharing FundFL2,775$43.7M$0
Kingman Healthcare, Inc. 403(b) Retirement PlanKingman Healthcare, Inc.AZ2,525$114M$0
WS Audiology USA, Inc. Savings PlanWS Audiology USA, Inc.NJ2,381$175M$0
SHS 403(b) PlanSusquehanna Health SystemPA2,068$168M$0
Heywood Hospital Employee Retirement Savings PlanHeywood HospitalMA1,931$88.2M$0
Beacon Retirement Savings 401(a) PlanBeacon Health System, Inc.IN1,916$58.8M$0
Elevate Care, Inc. 401(k) PlanElevate Care, Inc.IL1,898$8.0M$0
White River Health System 401(k) PlanWhite River Health System, Inc.AR1,861$105M$0
The Krapf Group 401(k) PlanThe Krapf Bus CompaniesPA1,807$26.9M$0
American Baptist Homes of the Midwest Tda PlanAmerican Baptist Homes of the MidwestMN1,760$20.8M$0
JX Enterprises, Inc. Employee Retirement Savings PlanJX Enterprises, Inc.WI1,654$91.8M$0
Sazerac Company, Inc. 401(k) Plan for Union EmployeesSazerac Company, Inc.KY1,588$103M$0
Seven Hills Foundation Retirement PlanSeven Hills Foundation, Inc.MA1,492$57.9M$0
National Audubon Society Tax Deferred Annuity PlanNational Audubon Society Inc.NY1,453$140M$0
Science Systems and Applications, Inc. 401(k) Profit Sharing Plan and TrustScience Systems and Applications, Inc.MD1,436$228M$0
Ohio Machinery Co. Incentive Savings PlanOhio Machinery Co.OH1,396$139M$0
Environmental Defense Fund Retirement Savings PlanEnvironmental Defense Fund, Inc.NY1,173$165M$0
Logix Employment Services, Inc. Employee Savings PlanLogix Employment Services,inc.CA1,082$173M$0
The Associated Jewish Community Federation of Baltimore 401(k) Thrift PlanThe Associated Jewish Community Federation of BaltimoreMD1,076$63.3M$0
Westminster University Defined Contribution Retirement PlanWestminster UniversityUT1,067$86.7M$0
TPG Holdings, LLC 401(k) PlanTPG Holdings, LLCMI1,022$2.4M$0
Otis College of Art and Design 403(b) Retirement PlanOtis College of Art and DesignCA980$53.8M$0
The Okonite Company 401(k) Savings PlanThe Okonite Company Inc.NJ842$86.6M$0
Ventura Foods, LLC Profit Sharing 401(k) Plan for Production EmployeesVentura Foods, LLCCA787$16.2M$0
Ohio Cat Union 401(k) PlanOhio Machinery Co.OH613$22.6M$0
Jamco Retirement PlanJamco America Inc.WA570$58.7M$0
MBC Companies 401(k) Retirement PlanMBC CompaniesPA521$19.2M$0

Questions and answers

How many plans does Mid Atlantic Capital Corporation serve?

52 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.

What do plans pay Mid Atlantic Capital Corporation?

The median plan reported $32.39 per participant in direct and indirect compensation (2 plans reporting an amount), or 0.03% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.

What services are reported?

The service codes most often attached to it are Securities brokerage (49 plans), Custodial (securities) (2 plans), Recordkeeping and information management (1 plans) and Trustee (bank, trust company, or similar financial institution) (1 plans).

Where does this come from?

Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.