Filings through .
Mid Atlantic Capital Corporation
Matched across 59 name variants in the filings
Mid Atlantic Capital Corporation summary
Mid Atlantic Capital Corporation appears on 108 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $14.0B in assets for 944,675 participants. The median client plan holds $34.2M. Most client plans are sponsored in CA, PA and VA. The largest clients by plan assets are Paychex Retirement LLC, Southern Methodist University and Administrative Group, LLC Dba Transamerica Fiduciary Services. Plans reported $1.3M in direct and indirect compensation paid to Mid Atlantic Capital Corporation. The median is $0 per plan.
- Participants
- 944,675
- Median plan assets
- $34.2M
- Median plan participants
- 495
- Median fees per plan
- $0
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- NYParticipants 759,234
- TXParticipants 4,980
- IAParticipants 25,934
- INParticipants 14,085
- MAParticipants 11,169
- NCParticipants 1,418
- Schenker, Inc$465MVAParticipants 11,491
- GAParticipants 4,630
- NYParticipants 7,653
- COParticipants 4,632
- KYParticipants 4,269
- CAParticipants 1,068
- NJParticipants 2,294
- ALParticipants 1,007
- MIParticipants 2,793
- NYParticipants 1,171
- Bancplus Corporation$180MMSParticipants 1,697
- NYParticipants 1,543
- PAParticipants 1,813
- Ohio Machinery Co.$160MOHParticipants 1,441
- DCParticipants 210
- WIParticipants 4,267
- MOParticipants 1,073
- KYParticipants 1,615
- AZParticipants 2,840
Top client states
- CA10 plans
- PA10 plans
- VA10 plans
- NY9 plans
- NJ6 plans
Frequently asked questions
- Who uses Mid Atlantic Capital Corporation?
- 108 retirement plans list Mid Atlantic Capital Corporation as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Paychex Retirement LLC, Southern Methodist University, Administrative Group, LLC Dba Transamerica Fiduciary Services, Beacon Health System, Inc. and South Shore Hospital, Inc.. Most client plans are sponsored in CA, PA and VA.
- How many plans does Mid Atlantic Capital Corporation serve?
- Mid Atlantic Capital Corporation serves 108 retirement plans with $14.0B in plan assets and 944,675 participants, based on the latest Form 5500 filings through 2024.
- What does Mid Atlantic Capital Corporation charge?
- Plans reported $1.3M in total Schedule C compensation paid to Mid Atlantic Capital Corporation. The median plan paid $0. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name MID Atlantic Capital as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 4 |
| Fidelity (FMR) | 4 |
| Dimensional | 2 |
| Harbor Capital | 2 |
| JPMorgan | 1 |
Target-date series
| Series | Plans |
|---|---|
| Vanguard Target Retirement | 3 |
| American Funds Target Date | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.