401(k) · DOL Form 5500 · 2023

Middleground Management LP 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
N/A
Participants Small participant base
62nd
Percentile by assets National rank
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Official DOL plan name: Middleground Management LP 401(k) Plan · Sponsored by Middleground Management LP · Kentucky · Finance & Insurance

$12M in assets, N/A participants

Middleground Management LP's Middleground Management LP 401(k) Plan reported $12M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,197 in Finance & Insurance (8,869 peers)

Middleground Management LP multi-year trail

Middleground Management LP's plans moved +30.4% in assets from 2023 to 2024; this filing shows Middleground Management LP 401(k) Plan at $12M / N/A participants.

#4,197
in Finance & Insurance (8,869 peers)
$2M
reported net income

Middleground Management LP 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Middleground Management LP 401(k) Plan vs every filed plan by assets

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

$11,956,595 Top 38% higher than 62% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Form 5500 schedule snapshot

Filing strip 824632067 · Middleground Management LP PY 2023 · 401(k)

Middleground Management LP 401(k) Plan · $12M · N/A · 62nd

  • EOY $12M
  • 5500 N/A
  • ASSETS 62nd
  • PCT 401(k)
  • EIN near The Buntin Group, Inc. Employees 401(k) Plan
  • RANK ind #4197

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 Kentucky →

Middleground Management LP 401(k) Plan in the asset neighbourhood

Middleground Management LP 401(k) PlanMiddleground Management LP 4…$12MThe Buntin Group, Inc. Employees 401(k) PlanThe Buntin Group, Inc. Emplo…$12MKompass Kapital Management LLC 401(k) Profit Sharing Plan & TrustKompass Kapital Management L…$12MNational Galvanizing, L.P. Profit Sharing and Savings PlanNational Galvanizing, L.P. P…$12MLevare U.S., Inc. 401(k) Plan$12M
End-of-year total assets ($M) among Middleground Management LP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Middleground Management LP multi-year asset trail

Sponsor-wide plan assets over time

All Middleground Management LP plans reported in each filing year

Latest sponsor-wide plan assets
$16M 30.360349246587344% vs 2023
2024 filing year
$10M$12M$14M$16M 20232024 $12M $15.6M ▲ +30.4%
Year Plans Participants Total Assets
2023 1 N/A $12M
2024 1 127 $16M

Middleground Management LP filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN824632067
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Middleground Management LP 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Middleground Management LP 401(k) Plan, Total assets ($B): 0.011956595 · Participants: 0Middleground Management LP 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Middleground Management LP 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Middleground Management LP 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside Kentucky, the nearest 401(k) by end-of-year assets is The Buntin Group, Inc. Employees 401(k) Plan in TN at $12M (this filing: $12M).

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 have Middleground Management LP plan assets changed over time?
Across 2 plan years on file (2023-2024), Middleground Management LP's sponsor-wide assets grew 30.4%, from $12M to $16M.
Which 401(k) plans are similar in size to Middleground Management LP 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is The Buntin Group, Inc. Employees 401(k) Plan in TN ($12M, 107 participants).