Profit Sharing · DOL Form 5500 · 2023

Middleburg Millwork Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
5
Participants Small participant base
36th
Percentile by assets National rank
$618,662
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, 5 participants

Middleburg Millwork Inc.'s Middleburg Millwork Inc Employees Profit Sharing Plan reported $3M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #4,005 in Retail Trade (8,414 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 / 5 participants.

#4,005
in Retail Trade (8,414 peers)
+16.3%
assets growth YoY

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 2023 · DOL Form 5500

$3,093,308 36th percentile higher than 36% of 127,068 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 2023

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

Plan-year 2023 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 (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Middleburg Millwork Inc Employees Profit Sharing Plan reported net income rose from -$420K in the plan year 2022 filing to $433K in the plan year 2023 filing.
  • Middleburg Millwork Inc Employees Profit Sharing Plan reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Middleburg Millwork Inc Employees Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 540847373 · Middleburg Millwork Inc. PY 2023 · Profit Sharing

Middleburg Millwork Inc Employees Profit Sharing Plan · $3M · 5 · 36th

  • IND $3M
  • EOY 5
  • 5500 36th
  • ASSETS Profit Sharing
  • PCT near Wolverine Supply, Inc. Restated Profit Sharing Plan
  • EIN ind #4005

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

West Coast Pipeline Specialists, Inc. Profit Sharing PlanWest Coast Pipeline Speciali…$3MGregg Englebreth Insurance Agency Inc. Profit Sharing Plan - 401(k)Gregg Englebreth Insurance A…$3MMiddleburg Millwork Inc Employees Profit Sharing PlanMiddleburg Millwork Inc Empl…$3MWolverine Supply, Inc. Restated Profit Sharing PlanWolverine Supply, Inc. Resta…$3MClifton Architectural Glass and Metal Co., Inc Profit Sharing PlanClifton Architectural Glass …$3M
End-of-year total assets ($M) among Middleburg Millwork Inc Employees Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$433K
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. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Middleburg Millwork Inc Employees Profit Sharing Plan, Total assets ($B): 0.003093308 · Participants: 5Middleburg Millwork Inc Employees Profit Sharing PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.065508171 · Participants: 5192Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.299252968 · Participants: 2085Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.277296224 · Participants: 1521American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.205110846 · Participants: 584Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.193232355 · Participants: 541Associated Universities Inc. Retirement Plan
Middleburg Millwork Inc Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Middleburg Millwork Inc Employees Profit Sharing Plan side-by-side with 3 peers →

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 Wolverine Supply, Inc. Restated Profit Sharing Plan in MI ($3M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Middleburg Millwork Inc Employees Profit Sharing Plan grew sharply - up 16.3% during 2023, from $3M to $3M. Reported net income was $433K.
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 Wolverine Supply, Inc. Restated Profit Sharing Plan in MI ($3M, 7 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 Salon Passion Inc. Retirement Plan in GA (5 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 540847373.

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.