Profit Sharing · DOL Form 5500 · 2024
Middleburg Millwork Inc. Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $597,325
- Avg per participant High balance/head
Official DOL plan name: Middleburg Millwork Inc Employees Profit Sharing Plan · Sponsored by Middleburg Millwork Inc. · Virginia · Retail Trade
$4M in assets, 6 participants
Middleburg Millwork Inc.'s Middleburg Millwork Inc Employees Profit Sharing Plan reported $4M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.
- #3,859 in Retail Trade (8,048 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 $4M / 6 participants.
- #3,859
- in Retail Trade (8,048 peers)
- +15.9%
- 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 2024 · DOL Form 5500
$3,583,947 37th percentile higher than 37% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Middleburg Millwork Inc Employees Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 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 (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Middleburg Millwork Inc Employees Profit Sharing Plan reported participants rose from 5 in the plan year 2023 filing to 6 in the plan year 2024 filing.
- Middleburg Millwork Inc Employees Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Middleburg Millwork Inc Employees Profit Sharing Plan reported net income rose from $433K in the plan year 2023 filing to $496K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 540847373 · Middleburg Millwork Inc. PY 2024 · Profit Sharing
Middleburg Millwork Inc Employees Profit Sharing Plan · $4M · 6 · 37th
- IND $4M
- IND 6
- IND 37th
- IND Profit Sharing
- IND near Browning Trophies & Awards, Inc. Profit-Sharing Plan
- IND ind #3859
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
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $3M |
| 2023 | 1 | 5 | $3M |
| 2024 | 1 | 6 | $4M |
Middleburg Millwork Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $496K |
| Employer EIN | 540847373 |
| Plan Effective Date | 1985-01-31 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Virginia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia $1.3B · 5,562
- Carpenter Co. Profit-Sharing Plan $348M · 2,152
- American Institutes for Research Tax Deferred Annuity Plan $323M · 1,608
- Analytic Services Inc. Defined Contribution Retirement Plan $226M · 508
- Associated Universities Inc. Retirement Plan $205M · 585
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 Browning Trophies & Awards, Inc. Profit-Sharing Plan in TX ($4M); by covered participants it is Genesis Five Inc. Profit Sharing Plan in NC (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Genesis Five Inc. Profit Sharing Plan (NC) 6 · 0 off
- Sbr Family Corp. Retirement Plan (CT) 6 · 0 off
- Mcclain Services Incorporated Retirement Plan (PA) 6 · 0 off
- Betta Management Inc. Retirement Plan (NJ) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.