401(k) · DOL Form 5500 · 2023

Middleburg Management, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
116
Participants Small participant base
47th
Percentile by assets National rank
$50,375
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Middleburg 401(k) Plan · Sponsored by Middleburg Management, LLC · Virginia · Real Estate

$6M in assets, 116 participants

Middleburg Management, LLC's Middleburg 401(k) Plan reported $6M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #3,160 in Real Estate (4,727 peers)

Coverage in Virginia

Middleburg 401(k) Plan covers 116 participants in Virginia, about 15% of the average Virginia filer (state average ~782 per filing). Assets: $6M.

#3,160
in Real Estate (4,727 peers)
+33.4%
assets growth YoY

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 2023 · DOL Form 5500

$5,843,492 47th percentile higher than 47% 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 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 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 (116 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Middleburg 401(k) Plan reported net income rose from -$532K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Middleburg 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Middleburg 401(k) Plan reported participants rose from 104 in the plan year 2022 filing to 116 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 460927391 · Middleburg Management, LLC PY 2023 · 401(k)

Middleburg 401(k) Plan · $6M · 116 · 47th

  • BOY $6M
  • BOY 116
  • BOY 47th
  • BOY 401(k)
  • BOY near Pearson Construction, LLC Profit Sharing/401(k) Pl and Tr
  • BOY ind #3160

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$6MPearson Construction, LLC Profit Sharing/401(k) Pl and TrPearson Construction, LLC Pr…$6MElder Automotive Group 401(k) PlanElder Automotive Group 401(k…$6MAlbuquerque Asphalt, Inc. 401(k) Profit Sharing PlanAlbuquerque Asphalt, Inc. 40…$6MAnywhereworks 401(k) Plan$6M
End-of-year total assets ($M) among Middleburg 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
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. -50000050000100000150000 -10010203040 Total assets ($B) Participants Middleburg 401(k) Plan, Total assets ($B): 0.005843492 · Participants: 116Middleburg 401(k) 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
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 Pearson Construction, LLC Profit Sharing/401(k) Pl and Tr in KS ($6M); by covered participants it is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 401(k) Plan assets move in 2023? ▼
Middleburg 401(k) Plan surged - up 33.4% during 2023, from $4M to $6M. Reported net income was $1M.
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 Pearson Construction, LLC Profit Sharing/401(k) Pl and Tr in KS ($6M, 232 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 Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 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 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.