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
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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

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 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.

See the national 2023→2024 release diff →

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 Retirement PlanWelburn Management Consultin…$3MEmployee Benefit Plan of Neighbor to Family, Inc.Employee Benefit Plan of Nei…$3MHong Liang, M.D., Inc. 401(k) PlanHong Liang, M.D., Inc. 401(k…$3MErnst Development, Inc. 401(k) PlanErnst Development, Inc. 401(…$3MCreate Music Group Inc 401(k) PlanCreate Music Group Inc 401(k…$3M
End-of-year total assets ($M) among Welburn Management Consulting Company Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$476K
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 -1001020304050 Total assets ($B) Participants Welburn Management Consulting Company Retirement Plan, Total assets ($B): 0.002579683 · Participants: 916Welburn Management Consulting Company Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Welburn Management Consulting Company Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (916 participants); asset peers above are excluded.

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 Welburn Management Consulting Company Retirement Plan assets move in 2024?
Welburn Management Consulting Company Retirement Plan grew sharply - up 21.9% during 2024, from $2M to $3M. Reported net income was $476K.
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 Employee Benefit Plan of Neighbor to Family, Inc. in FL ($3M, 79 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 Midland States Bank 401(k) Profit Sharing Plan in IL (916 participants, $127M in assets).