401(k) · DOL Form 5500 · 2023

Northumbria Properties, Inc. 401(k) Plan

Data updated 2026-08-25

$301K
Total assets Small plan by assets
2
Participants Small participant base
14th
Percentile by assets National rank
$150,300
Avg per participant Above avg balance/head
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Official DOL plan name: Northumbria Properties Retirement Plan · Sponsored by Northumbria Properties, Inc. · Virginia · Finance & Insurance

$301K in assets, 2 participants

Northumbria Properties, Inc.'s Northumbria Properties Retirement Plan reported $301K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

  • #703 in Finance & Insurance (8,869 peers)

Northumbria Properties, Inc. multi-year trail

Northumbria Properties, Inc.'s plans moved +80.9% in assets from 2022 to 2024; this filing shows Northumbria Properties Retirement Plan at $301K / 2 participants.

#703
in Finance & Insurance (8,869 peers)
+39.1%
assets growth YoY

Northumbria Properties Retirement Plan among the smaller filed plans by assets

Northumbria Properties Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$300,599 14th percentile higher than 14% 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

Northumbria Properties Retirement 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. Northumbria Properties Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Northumbria Properties Retirement Plan end-of-year assets rose from $216K in the plan year 2022 filing to $301K in the plan year 2023 filing.
  • Northumbria Properties Retirement Plan reported net income rose from $66K in the plan year 2022 filing to $84K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 463515375 · Northumbria Properties, Inc. PY 2023 · 401(k)

Northumbria Properties Retirement Plan · $301K · 2 · 14th

  • EBSA $301K
  • EBSA 2
  • EBSA 14th
  • EBSA 401(k)
  • EBSA near Jabm Advisors, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #703

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 Finance & Insurance retirement plans → · Plans in Virginia →

Northumbria Properties Retirement Plan in the asset neighbourhood

Northumbria Properties Retirement PlanNorthumbria Properties Retir…$301KJabm Advisors, Inc. 401(k) Profit Sharing PlanJabm Advisors, Inc. 401(k) P…$301KDouble G Financing Inc. Retirement PlanDouble G Financing Inc. Reti…$301KDaily's Bayside Enterprises, Inc. 401(k) PlanDaily's Bayside Enterprises,…$301KPacific Custom Products, Inc 401(k) PlanPacific Custom Products, Inc…$301K
End-of-year total assets ($M) among Northumbria Properties Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Northumbria Properties, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Northumbria Properties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$391K 80.91869685502003% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M 202220232024 $0.22M $0.39M ▲ +77.3%
Year Plans Participants Total Assets
2022 1 2 $216K
2023 1 2 $301K
2024 1 2 $391K

Northumbria Properties, Inc. filing trail (2023)

Total Assets (Beginning of Year)$216K
Net Assets (End of Year)$301K
Net Income$84K
Employer EIN463515375
Plan Effective Date2013-08-27
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Northumbria Properties Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Northumbria Properties Retirement Plan, Total assets ($B): 0.000300599 · Participants: 2Northumbria Properties Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Northumbria Properties Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Northumbria Properties Retirement Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Jabm Advisors, Inc. 401(k) Profit Sharing Plan in FL ($301K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Northumbria Properties Retirement Plan assets move in 2023? ▼
Northumbria Properties Retirement Plan surged - up 39.1% during 2023, from $216K to $301K. Reported net income was $84K.
How have Northumbria Properties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northumbria Properties, Inc.'s sponsor-wide assets grew 80.9%, from $216K to $391K.
Where does Northumbria Properties Retirement Plan rank by assets among Form 5500 filers? ▼
Northumbria Properties Retirement Plan ranks in the 14th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Northumbria Properties Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jabm Advisors, Inc. 401(k) Profit Sharing Plan in FL ($301K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Northumbria Properties Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 463515375.

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.