401(k) · DOL Form 5500 · 2024

Middleburg Management, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 141
Participants Small participant base: 49th
Percentile by assets National rank: $52,076
Avg per participant Low balance/head

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

$7M in assets, 141 participants

Middleburg Management, LLC's Middleburg 401(k) Plan reported $7M in total assets and 141 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

#3,150 in Real Estate (4,605 peers)

Coverage in Virginia

Middleburg 401(k) Plan covers 141 participants in Virginia, about 18% of the average Virginia filer (state average ~782 per filing). Assets: $7M.

#3,150
in Real Estate (4,605 peers): +25.7%
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 2024 · DOL Form 5500

$7,342,738 49th percentile higher than 49% 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 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 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 (141 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Middleburg 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Middleburg 401(k) Plan reported participants rose from 116 in the plan year 2023 filing to 141 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 460927391 · Middleburg Management, LLC PY 2024 · 401(k)

Middleburg 401(k) Plan · $7M · 141 · 49th

ASSETS $7M
ASSETS 141
ASSETS 49th
ASSETS 401(k)
ASSETS near Mathews Brothers Company 401(k) Plan
ASSETS ind #3150

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 →

End-of-year total assets ($M) among Middleburg 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$7M
Net Income	$1M
Employer EIN	460927391
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Middleburg Management, LLC)

Latest sponsor-wide plan assets: $7M 67.57756986736868% vs 2022; 2024 filing year

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

Northrop Grumman Savings Plan $39.5B · 104,719
401(k) Pension Plan $16.8B · 62,869
General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
Leidos, Inc. Retirement Plan $11.8B · 29,734

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 Mathews Brothers Company 401(k) Plan in ME ($7M); by covered participants it is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Mathews Brothers Company 401(k) Plan (ME) $7M · 244
Purefield Ingredients LLC 401(k) Plan (KS) $7M · 115
Hilman Inc. 401(k) Plan (NJ) $7M · 56
Patriot National Inc. 401(k) Employee Savings Plan (FL) $7M · 3

Similar participant headcount

Nearest other-state filings by covered participants (141 participants); asset peers above are excluded.

Vonlehman & Co., Inc. Employee's Savings Plan (KY) 141 · 0 off
Wallick & Volk, Inc. 401(k) Profit Sharing Plan and Trust (WY) 141 · 0 off
Riegler Blacktop, Inc. 401(k) Plan (KY) 141 · 0 off
Thomas Precision Machining, Inc. Employees' 401(k) Profit Sharing Plan & Trust (WI) 141 · 0 off

DOL Form 5500 plan year 2024. 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 2024? ▼

Middleburg 401(k) Plan grew sharply - up 25.7% during 2024, from $6M to $7M. 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 Mathews Brothers Company 401(k) Plan in ME ($7M, 244 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 Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 460927391.