Money Purchase · DOL Form 5500 · 2022

The Ms Group Money Purchase Plan

Data updated 2026-08-25

$114K
Total assets Small plan by assets
3
Participants Small participant base
7th
Percentile by assets National rank
$37,846
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#1,294
in Professional & Technical Services (21,562 peers)
-0.3%
assets change YoY

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 Money Purchase Plan and Trust among the smaller filed plans by assets

The Ms Group Money Purchase Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$113,538 7th percentile higher than 7% of 139,123 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 2022

The Ms Group Money Purchase Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Ms Group Money Purchase Plan and Trust is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 640822610 · The Ms Group PY 2022 · Money Purchase

The Ms Group Money Purchase Plan and Trust · $114K · 3 · 7th

  • NET $114K
  • BOOK 3
  • VS-ST 7th
  • BOY Money Purchase
  • SCH near Retirement Plan for Agents of Guarantee Life Insurance
  • EBSA ind #1294

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 Mississippi →

The Ms Group Money Purchase Plan and Trust in the asset neighbourhood

Retirement Plan for Agents of Guarantee Life InsuranceRetirement Plan for Agents o…$116KCooper, Hill and Lecroix Vip Plus 401(k) PlanCooper, Hill and Lecroix Vip…$117KThe Ms Group Money Purchase Plan and TrustThe Ms Group Money Purchase …$114KDra. Brenda Rivera Davila Retirement Plan Series 97-1537Dra. Brenda Rivera Davila Re…$111KLive Oak Preschool 403(b) Defined Benefit PlanLive Oak Preschool 403(b) De…$111K
End-of-year total assets ($M) among The Ms Group Money Purchase Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

The Ms Group multi-year asset trail

Sponsor-wide plan assets over time

All The Ms Group plans reported in each filing year

Latest sponsor-wide plan assets
$134K 17.854815127974774% vs 2022
2024 filing year
$0.1M$0.11M$0.12M$0.13M$0.14M 202220232024 $0.11M $0.13M ▲ +18.2%
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 Scatter plot of 6 data points. -2000200400600800 -50050100150 Total assets ($M) Participants The Ms Group Money Purchase Plan and Trust, Total assets ($M): 0.113538 · Participants: 3The Ms Group Money Purchase Plan and TrustIBEW Local 480 Pension Plan, Total assets ($M): 99.652349 · Participants: 490IBEW Local 480 Pension PlanMississippi Action for Progress, Inc Retirement Plan, Total assets ($M): 20.100175 · Participants: 758Mississippi Action for Progress, Inc Retirement PlanBolivar County Headstart Retirement Program, Total assets ($M): 9.814256 · Participants: 200Bolivar County Headstart Retirement ProgramSouthern Mississippi Planning and Development District Defined Contribution Pension Plan, Total assets ($M): 8.640438 · Participants: 142Southern Mississippi Planning and Development District Defined Contribution Pension PlanPanama City Employers-Ala Local Number 1482 Money, Total assets ($M): 2.565193 · Participants: 38Panama City Employers-Ala Local Number 1482 Money
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's out-of-state Money Purchase peers by assets and headcount

Outside Mississippi, the nearest Money Purchase by assets is Retirement Plan for Agents of Guarantee Life Insurance in PA ($116K); by covered participants it is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Money Purchase plans cover a similar participant headcount to The Ms Group Money Purchase Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants, $5M in assets).