Money Purchase · DOL Form 5500 · 2022

The Ms Group Money Purchase Plan

Data updated 2026-08-11

$114K
Total assets
3
Participants
7th
Percentile by assets
$37,846
Avg per participant
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Official DOL plan name: The Ms Group Money Purchase Plan and Trust · Sponsored by The Ms Group · Mississippi · Professional & Technical Services

$114K in assets, 3 participants

The Ms Group's The Ms Group Money Purchase Plan and Trust reported $114K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 7th 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.

  • 7th percentile by assets (of 139,126 plans)
  • #1,294 in Professional & Technical Services (21,562 peers)

The Ms Group multi-year trail

The Ms Group's plans moved +17.9% in assets from 2022 to 2024; this filing shows The Ms Group Money Purchase Plan and Trust at $114K / 3 participants.

$114K
total plan assets (2022 EOY)
3
covered participants
7th
percentile by assets (of 139,126 plans)
$37,846
avg assets per participant

The plan reported a net loss of $317 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Ms Group across 3 plan years on file

Across the 3 plan years The Ms Group has on file (2022-2024), sponsor-wide plan assets have moved from $114K to $134K, a gain of 17.9%, while reported participants moved from 3 to 3 (+0.0%). Peak year by sponsor assets: 2024 ($134K); trough: 2022 ($114K).

The Ms Group multi-year asset trail

$0.1M$0.11M$0.12M$0.13M$0.14M 202220232024 $0.11M $0.13M â–˛ +18.2%
Total plan assets by year, all The Ms Group plans on file
Year Plans Participants Total Assets
2022 1 3 $114K
2023 1 3 $127K
2024 1 3 $134K

The Ms Group filing trail (2022)

Total Assets (Beginning of Year)$114K
Net Assets (End of Year)$114K
Net Income-$317
Employer EIN640822610
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Mississippi

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

The Ms Group Money Purchase Plan and Trust vs. nearby Money Purchase plans in Mississippi, assets vs. participants

The Ms Group Money Purchase Plan and Trust vs. nearby Money Purchase plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -2000200400600800 -50050100150 Total assets ($M) Participants The Ms Group Money P…IBEW Local 480 Pensi…Mississippi Action f…Bolivar County Heads…Southern Mississippi…Panama City Employer…
The Ms Group Money Purchase Plan and Trust vs. nearby Money Purchase plans in Mississippi, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to The Ms Group Money Purchase Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did The Ms Group Money Purchase Plan and Trust assets move in 2022?
The Ms Group Money Purchase Plan and Trust held essentially flat - down 0.3% during 2022, from $114K to $114K. Reported net income was -$317.
How have The Ms Group plan assets changed over time?
Across 3 plan years on file (2022-2024), The Ms Group's sponsor-wide assets grew 17.9%, from $114K to $134K.
Where does The Ms Group Money Purchase Plan and Trust rank by assets among Form 5500 filers?
The Ms Group Money Purchase Plan and Trust ranks in the 7th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to The Ms Group Money Purchase Plan and Trust?
Among Money Purchase plans in other states, the closest by assets is Retirement Plan for Agents of Guarantee Life Insurance in PA ($116K, 3 participants).

Multi-year trail

Ways to act on The Ms Group Money Purchase Plan and Trust's numbers.