Plan5500

Middleburg, VA Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Middleburg, VA has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $29,791,038 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Middleburg

  • 4 loaded plans hold $29.8M in reported assets across 4 sponsors.
  • The largest, Foxcroft School 403(B) Retirement Plan, holds 77% of reported Middleburg plan assets.
  • Plans cover 299 participants — about 75 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$29.8MSummed across loaded plans$29,785,567
Total reported assets$29.8M$29,791,038
Total reported participants299
Total reported liabilities$5.5K$5,471

Reported net position

Reported assets = net assets + liabilities (summed)$29.8M total assets
Net assets$29.8MLiabilities$5.5K
Contributions & income
Employer contributions$411.6K
Participant contributions$418.1K
Total income / additions$4.7M
Expenses & distributions
Benefits paid / distributions$826K
Total expenses$901.4K
Net increase / (decrease)$3.8M

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Middleburg, VA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Middleburg market comparison

Largest plan share of assets77%Foxcroft School 403(B) Retirement Plan
Participants per plan75Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Middleburg

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Foxcroft School 403(B) Retirement Plan$23M
    Foxcroft School · 2023
  2. 2
    Greenstone Realty Advisors LLC 401(K) Profit Sharing Plan & Trust$3.1M
    Greenstone Realty Advisors LLC · 2023
  3. 3
    Middleburg Millwork Inc Employees Profit Sharing Plan$3.1M
    Middleburg Millwork Inc. · 2023
  4. 4
    National Tool Leasing 401(K) Plan$604.1K
    National Tool Leasing · 2023

Largest plans in Middleburg → · Middleburg plans by participants → · Middleburg plans with financial data → · Middleburg plans with provider compensation → · $1B+ plans in Middleburg →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Middleburg, VA?
4 plan(s) reported by 4 sponsor(s) are loaded for Middleburg, VA.

Related Form 5500 pages