401(k) · DOL Form 5500 · 2022

Middleburg Management, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
104
Participants Small participant base
48th
Percentile by assets National rank
$42,132
Avg per participant Low balance/head
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Official DOL plan name: Middleburg 401(k) Plan · Sponsored by Middleburg Management, LLC · Virginia · Real Estate

$4M in assets, 104 participants

Middleburg Management, LLC's Middleburg 401(k) Plan reported $4M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,336 in Real Estate (5,057 peers)

Coverage in Virginia

Middleburg 401(k) Plan covers 104 participants in Virginia, about 13% of the average Virginia filer (state average ~782 per filing). Assets: $4M.

#3,336
in Real Estate (5,057 peers)
-10.8%
assets change YoY

The plan reported a net loss of $532K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Middleburg 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Middleburg 401(k) Plan vs every filed plan by assets

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

$4,381,695 48th percentile higher than 48% 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 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Middleburg 401(k) Plan sits mid-pack in the medium band (104 participants).

EBSA filing schedule strip

Filing strip 460927391 · Middleburg Management, LLC PY 2022 · 401(k)

Middleburg 401(k) Plan · $4M · 104 · 48th

  • PHOTO $4M
  • IND 104
  • EOY 48th
  • 5500 401(k)
  • ASSETS near Ifixit 401(k) Plan
  • PCT ind #3336

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 →

Middleburg 401(k) Plan in the asset neighbourhood

Middleburg 401(k) Plan$4MIfixit 401(k) Plan$4MShoshone-Bannock Gaming 401(k) PlanShoshone-Bannock Gaming 401(…$4MCosmetic Solutions, LLC 401(k) PlanCosmetic Solutions, LLC 401(…$4MHan-Tek, Inc. 401(k)/Profit Sharing PlanHan-Tek, Inc. 401(k)/Profit …$4M
End-of-year total assets ($M) among Middleburg 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$532K
Employer EIN460927391
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Middleburg Management, LLC)

Sponsor-wide plan assets over time

All Middleburg Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 67.57756986736868% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.38M $7.34M ▲ +67.6%
Year Plans Participants Total Assets
2022 1 104 $4M
2023 1 116 $6M
2024 1 141 $7M

Nearby 401(k) Plans in Virginia

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

Middleburg 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Middleburg 401(k) Plan, Total assets ($B): 0.004381695 · Participants: 104Middleburg 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Middleburg 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Middleburg 401(k) Plan side-by-side with 3 peers →

Middleburg 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Ifixit 401(k) Plan in CA ($4M); by covered participants it is First City Credit Union 401(k) Plan in CA (104 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (104 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 401(k) Plan assets move in 2022? ▼
Middleburg 401(k) Plan pulled back noticeably - down 10.8% during 2022, from $5M to $4M. Reported net income was -$532K.
How have Middleburg Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Middleburg Management, LLC's sponsor-wide assets grew 67.6%, from $4M to $7M.
Which 401(k) plans are similar in size to Middleburg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ifixit 401(k) Plan in CA ($4M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Middleburg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First City Credit Union 401(k) Plan in CA (104 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 460927391.

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.