401(k) · DOL Form 5500 · 2024
Welburn Management Consulting Company 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 916
- Participants Near avg headcount
- 32nd
- Percentile by assets National rank
- $2,816
- Avg per participant Low balance/head
Official DOL plan name: Welburn Management Consulting Company Retirement Plan · Sponsored by Welburn Management Consulting Company · Virginia · Professional & Technical Services
$3M in assets, 916 participants
Welburn Management Consulting Company's Welburn Management Consulting Company Retirement Plan reported $3M in total assets and 916 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,749 in Professional & Technical Services (20,173 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 $3M / 916 participants.
- #5,749
- in Professional & Technical Services (20,173 peers)
- +21.9%
- 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 2024 · DOL Form 5500
$2,579,683 32nd percentile higher than 32% 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
Welburn Management Consulting Company Retirement 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. Welburn Management Consulting Company Retirement Plan sits mid-pack in the medium band (916 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Welburn Management Consulting Company Retirement Plan reported net income rose from $350K in the plan year 2023 filing to $476K in the plan year 2024 filing.
- Welburn Management Consulting Company Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Welburn Management Consulting Company Retirement Plan reported participants rose from 823 in the plan year 2023 filing to 916 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 232583869 · Welburn Management Consulting Company PY 2024 · 401(k)
Welburn Management Consulting Company Retirement Plan · $3M · 916 · 32nd
- BOY $3M
- BOY 916
- BOY 32nd
- BOY 401(k)
- BOY near Employee Benefit Plan of Neighbor to Family, Inc.
- BOY ind #5749
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 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 977 | $2M |
| 2023 | 1 | 823 | $2M |
| 2024 | 1 | 916 | $3M |
Welburn Management Consulting Company filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $476K |
| Employer EIN | 232583869 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
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 Employee Benefit Plan of Neighbor to Family, Inc. in FL ($3M); by covered participants it is Midland States Bank 401(k) Profit Sharing Plan in IL (916 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (916 participants); asset peers above are excluded.
- Midland States Bank 401(k) Profit Sharing Plan (IL) 916 · 0 off
- Public Company Accounting Oversight Board Investment & Savings Plan (DC) 916 · 0 off
- Trupanion 401(k) Plan (WA) 916 · 0 off
- Advantage Mailing, LLC 401(k) Plan (CA) 916 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.