401(k) · DOL Form 5500 · 2022

Joseph J. Chappell Jr., Md, PA. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
16
Participants Small participant base
38th
Percentile by assets National rank
$159,325
Avg per participant Above avg balance/head
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Official DOL plan name: Tupelo Eye Clinic 401(k) Plan · Sponsored by Joseph J. Chappell Jr., Md, PA. · Mississippi · Healthcare & Social Assistance

$3M in assets, 16 participants

Joseph J. Chappell Jr., Md, PA.'s Tupelo Eye Clinic 401(k) Plan reported $3M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #8,048 in Healthcare & Social Assistance (20,060 peers)

Joseph J. Chappell Jr., Md, PA. multi-year trail

Joseph J. Chappell Jr., Md, PA.'s plans moved +54.6% in assets from 2022 to 2024; this filing shows Tupelo Eye Clinic 401(k) Plan at $3M / 16 participants.

#8,048
in Healthcare & Social Assistance (20,060 peers)
-22.8%
assets change YoY

The plan reported a net loss of $755K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tupelo Eye Clinic 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Tupelo Eye Clinic 401(k) Plan vs every filed plan by assets

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

$2,549,199 38th percentile higher than 38% 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

Tupelo Eye Clinic 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tupelo Eye Clinic 401(k) Plan is a small filing (16 participants) on this national headcount ladder.

DOL schedule card

Filing strip 640664448 · Joseph J. Chappell Jr., Md, PA. PY 2022 · 401(k)

Tupelo Eye Clinic 401(k) Plan · $3M · 16 · 38th

  • ASSETS $3M
  • PCT 16
  • EIN 38th
  • RANK 401(k)
  • PHOTO near Tri-Valley Plumbing & Heating, Inc. 401(k) Profit Sharing Plan
  • IND ind #8048

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 Healthcare & Social Assistance retirement plans → · Plans in Mississippi →

Tupelo Eye Clinic 401(k) Plan in the asset neighbourhood

Tupelo Eye Clinic 401(k) Plan$3MTri-Valley Plumbing & Heating, Inc. 401(k) Profit Sharing PlanTri-Valley Plumbing & Heatin…$3MLacerta Group, LLC 401(k) PlanLacerta Group, LLC 401(k) Pl…$3MSouth Texas Community Living Corporation 401(k) PlanSouth Texas Community Living…$3MMas Medical Staffing Corp.$3M
End-of-year total assets ($M) among Tupelo Eye Clinic 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Joseph J. Chappell Jr., Md, PA. multi-year asset trail

Sponsor-wide plan assets over time

All Joseph J. Chappell Jr., Md, PA. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 54.600601993018195% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.55M $3.94M ▲ +54.5%
Year Plans Participants Total Assets
2022 1 16 $3M
2023 1 17 $3M
2024 1 30 $4M

Joseph J. Chappell Jr., Md, PA. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$755K
Employer EIN640664448
Plan Effective Date2000-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Mississippi

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Tupelo Eye Clinic 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -2000200400600800 Total assets ($M) Participants Tupelo Eye Clinic 401(k) Plan, Total assets ($M): 2.549199 · Participants: 16Tupelo Eye Clinic 401(k) PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 717.418669 · Participants: 6553Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 560.12104 · Participants: 3038Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 467.614065 · Participants: 3323Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 432.693601 · Participants: 2626Southern Farm Bureau and Adopting Companies 401(k) PlanTrustmark 401(k) Plan, Total assets ($M): 344.903275 · Participants: 2730Trustmark 401(k) Plan
Tupelo Eye Clinic 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Tupelo Eye Clinic 401(k) Plan side-by-side with 3 peers →

Tupelo Eye Clinic 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Tri-Valley Plumbing & Heating, Inc. 401(k) Profit Sharing Plan in NY ($3M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.

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 Tupelo Eye Clinic 401(k) Plan assets move in 2022? ▼
Tupelo Eye Clinic 401(k) Plan declined sharply - down 22.8% during 2022, from $3M to $3M. Reported net income was -$755K.
How have Joseph J. Chappell Jr., Md, PA. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joseph J. Chappell Jr., Md, PA.'s sponsor-wide assets grew 54.6%, from $3M to $4M.
Which 401(k) plans are similar in size to Tupelo Eye Clinic 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tri-Valley Plumbing & Heating, Inc. 401(k) Profit Sharing Plan in NY ($3M, 25 participants).
Which 401(k) plans cover a similar participant headcount to Tupelo Eye Clinic 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 640664448.

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.