Profit Sharing · DOL Form 5500 · 2022

Middleburg Millwork Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
6
Participants Small participant base
38th
Percentile by assets National rank
$443,325
Avg per participant High balance/head
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Official DOL plan name: Middleburg Millwork Inc Employees Profit Sharing Plan · Sponsored by Middleburg Millwork Inc. · Virginia · Retail Trade

$3M in assets, 6 participants

Middleburg Millwork Inc.'s Middleburg Millwork Inc Employees Profit Sharing Plan reported $3M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #4,543 in Retail Trade (9,519 peers)

Middleburg Millwork Inc. multi-year trail

Middleburg Millwork Inc.'s plans moved +34.7% in assets from 2022 to 2024; this filing shows Middleburg Millwork Inc Employees Profit Sharing Plan at $3M / 6 participants.

#4,543
in Retail Trade (9,519 peers)
-13.5%
assets change YoY

The plan reported a net loss of $420K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Middleburg Millwork Inc Employees Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Middleburg Millwork Inc Employees Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,659,948 38th percentile higher than 38% of 139,123 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 2022

Middleburg Millwork Inc Employees Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Middleburg Millwork Inc Employees Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 540847373 · Middleburg Millwork Inc. PY 2022 · Profit Sharing

Middleburg Millwork Inc Employees Profit Sharing Plan · $3M · 6 · 38th

  • VS-ST $3M
  • VS-ST 6
  • VS-ST 38th
  • VS-ST Profit Sharing
  • VS-ST near Kirk Horse Insurance, LLC Profit Sharing Plan
  • VS-ST ind #4543

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 Retail Trade retirement plans → · Plans in Virginia →

Middleburg Millwork Inc Employees Profit Sharing Plan in the asset neighbourhood

Middleburg Millwork Inc Employees Profit Sharing PlanMiddleburg Millwork Inc Empl…$3MKirk Horse Insurance, LLC Profit Sharing PlanKirk Horse Insurance, LLC Pr…$3MLee Land & Lumber, Inc. Standardized Pension Plan & Trust AgreementLee Land & Lumber, Inc. Stan…$3MConvenience Center Consulting Company Profit SharingConvenience Center Consultin…$3MBrantley Nurseries Profit Sharing PlanBrantley Nurseries Profit Sh…$3M
End-of-year total assets ($M) among Middleburg Millwork Inc Employees Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Middleburg Millwork Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Middleburg Millwork Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 34.73748358990477% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.66M $3.58M ▲ +34.6%
Year Plans Participants Total Assets
2022 1 6 $3M
2023 1 5 $3M
2024 1 6 $4M

Middleburg Millwork Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$420K
Employer EIN540847373
Plan Effective Date1985-01-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Virginia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Middleburg Millwork Inc Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Middleburg Millwork Inc Employees Profit Sharing Plan, Total assets ($M): 2.659948 · Participants: 6Middleburg Millwork Inc Employees Profit Sharing PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($M): 888.985056 · Participants: 4858Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($M): 263.451567 · Participants: 2096Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($M): 224.68049 · Participants: 1097American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($M): 177.636453 · Participants: 343Analytic Services Inc. Defined Contribution Retirement PlanSmart National Supplemental Savings Plan, Total assets ($M): 118.426043 · Participants: 8759Smart National Supplemental Savings Plan
Middleburg Millwork Inc Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants

Middleburg Millwork Inc Employees Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Kirk Horse Insurance, LLC Profit Sharing Plan in KY ($3M); by covered participants it is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Middleburg Millwork Inc Employees Profit Sharing Plan assets move in 2022?
Middleburg Millwork Inc Employees Profit Sharing Plan pulled back noticeably - down 13.5% during 2022, from $3M to $3M. Reported net income was -$420K.
How have Middleburg Millwork Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Middleburg Millwork Inc.'s sponsor-wide assets grew 34.7%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Middleburg Millwork Inc Employees Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Kirk Horse Insurance, LLC Profit Sharing Plan in KY ($3M, 11 participants).
Which Profit Sharing plans cover a similar participant headcount to Middleburg Millwork Inc Employees Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants, $432K in assets).