401(k) · DOL Form 5500 · 2023

Welburn Management Consulting Company 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
823
Participants Near avg headcount
31st
Percentile by assets National rank
$2,583
Avg per participant Low balance/head
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Official DOL plan name: Welburn Management Consulting Company Retirement Plan · Sponsored by Welburn Management Consulting Company · Virginia · Professional & Technical Services

$2M in assets, 823 participants

Welburn Management Consulting Company's Welburn Management Consulting Company Retirement Plan reported $2M in total assets and 823 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,531 in Professional & Technical Services (20,321 peers)

Welburn Management Consulting Company multi-year trail

Welburn Management Consulting Company's plans moved +49.1% in assets from 2022 to 2024; this filing shows Welburn Management Consulting Company Retirement Plan at $2M / 823 participants.

#5,531
in Professional & Technical Services (20,321 peers)
+22.8%
assets growth YoY

Welburn Management Consulting Company Retirement Plan among the smaller filed plans by assets

Welburn Management Consulting Company Retirement Plan vs every filed plan by assets

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

$2,125,751 31st percentile higher than 31% 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

Welburn Management Consulting Company Retirement 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. Welburn Management Consulting Company Retirement Plan sits mid-pack in the medium band (823 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Welburn Management Consulting Company Retirement Plan reported net income rose from -$357K in the plan year 2022 filing to $350K in the plan year 2023 filing.
  • Welburn Management Consulting Company Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Welburn Management Consulting Company Retirement Plan reported participants fell from 977 in the plan year 2022 filing to 823 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 232583869 · Welburn Management Consulting Company PY 2023 · 401(k)

Welburn Management Consulting Company Retirement Plan · $2M · 823 · 31st

  • ASSETS $2M
  • PCT 823
  • EIN 31st
  • RANK 401(k)
  • PHOTO near Sign Wizards Inc 401(k) Profit Sharing Plan & Trust
  • IND ind #5531

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 Professional & Technical Services retirement plans → · Plans in Virginia →

Welburn Management Consulting Company Retirement Plan in the asset neighbourhood

Welburn Management Consulting Company Retirement PlanWelburn Management Consultin…$2MSign Wizards Inc 401(k) Profit Sharing Plan & TrustSign Wizards Inc 401(k) Prof…$2MAnt Farm II, LLC$2MHedgefacts, LLP 401(k) Profit Sharing PlanHedgefacts, LLP 401(k) Profi…$2MBlank Family Enterprises 401(k) Profit Sharing PlanBlank Family Enterprises 401…$2M
End-of-year total assets ($M) among Welburn Management Consulting Company Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Welburn Management Consulting Company multi-year asset trail

Sponsor-wide plan assets over time

All Welburn Management Consulting Company plans reported in each filing year

Latest sponsor-wide plan assets
$3M 49.07007559012711% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.73M $2.58M ▲ +49.1%
Year Plans Participants Total Assets
2022 1 977 $2M
2023 1 823 $2M
2024 1 916 $3M

Welburn Management Consulting Company filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$350K
Employer EIN232583869
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Welburn Management Consulting Company Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Welburn Management Consulting Company Retirement Plan, Total assets ($B): 0.002125751 · Participants: 823Welburn Management Consulting Company 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
Welburn Management Consulting Company Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Welburn Management Consulting Company Retirement Plan side-by-side with 3 peers →

Welburn Management Consulting Company Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Sign Wizards Inc 401(k) Profit Sharing Plan & Trust in OR ($2M); by covered participants it is Viking Group, Inc. Savings and Retirement Plan in MI (823 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (823 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 Welburn Management Consulting Company Retirement Plan assets move in 2023? ▼
Welburn Management Consulting Company Retirement Plan grew sharply - up 22.8% during 2023, from $2M to $2M. Reported net income was $350K.
How have Welburn Management Consulting Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Welburn Management Consulting Company's sponsor-wide assets grew 49.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Welburn Management Consulting Company Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sign Wizards Inc 401(k) Profit Sharing Plan & Trust in OR ($2M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Welburn Management Consulting Company Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Viking Group, Inc. Savings and Retirement Plan in MI (823 participants, $111M 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 232583869.

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.