401(k) · DOL Form 5500 · 2024

Middleground Management LP 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
127
Participants Small participant base
65th
Percentile by assets National rank
$122,730
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Middleground Management LP 401(k) Plan · Sponsored by Middleground Management LP · Kentucky · Finance & Insurance

$16M in assets, 127 participants

Middleground Management LP's Middleground Management LP 401(k) Plan reported $16M in total assets and 127 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,215 in Finance & Insurance (8,549 peers)

Coverage in Kentucky

Middleground Management LP 401(k) Plan covers 127 participants in Kentucky, about 20% of the average Kentucky filer (state average ~647 per filing). Assets: $16M.

#4,215
in Finance & Insurance (8,549 peers)
+30.4%
assets growth YoY

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 2024 · DOL Form 5500

$15,586,659 Top 35% higher than 65% 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

Middleground Management LP 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. Middleground Management LP 401(k) Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Middleground Management LP 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Middleground Management LP 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Middleground Management LP 401(k) Plan reported participants rose from N/A in the plan year 2023 filing to 127 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 824632067 · Middleground Management LP PY 2024 · 401(k)

Middleground Management LP 401(k) Plan · $16M · 127 · 65th

  • PHOTO $16M
  • IND 127
  • EOY 65th
  • 5500 401(k)
  • ASSETS near Hamel Group 401(k) Profit Sharing Plan
  • PCT ind #4215

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…$16MHamel Group 401(k) Profit Sharing PlanHamel Group 401(k) Profit Sh…$16MMcneill PLLC 401(k) Plan$16MStrohm Ballweg, LLP Retirement Savings PlanStrohm Ballweg, LLP Retireme…$16MHunt & Henriques,LLP 401(k) PlanHunt & Henriques,LLP 401(k) …$16M
End-of-year total assets ($M) among Middleground Management LP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN824632067
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Middleground Management LP)

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

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): 0.015586659 · Participants: 127Middleground Management LP 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Middleground Management LP 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Middleground Management LP 401(k) Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is Hamel Group 401(k) Profit Sharing Plan in MD ($16M); by covered participants it is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Middleground Management LP 401(k) Plan assets move in 2024? ▼
Middleground Management LP 401(k) Plan surged - up 30.4% during 2024, from $12M to $16M. Reported net income was $4M.
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 Hamel Group 401(k) Profit Sharing Plan in MD ($16M, 149 participants).
Which 401(k) plans cover a similar participant headcount to Middleground Management LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants, $829K 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 824632067.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.