401(k) · DOL Form 5500 · 2022

Barksdale, Joe and Magee, PLLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
34th
Percentile by assets National rank
$346,499
Avg per participant High balance/head
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Official DOL plan name: Barksdale, Joe and Magee, PLLC Profit Sharing Plan · Sponsored by Barksdale, Joe and Magee, PLLC · Mississippi · Professional & Technical Services

$2M in assets, 6 participants

Barksdale, Joe and Magee, PLLC's Barksdale, Joe and Magee, PLLC Profit Sharing Plan reported $2M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,684 in Professional & Technical Services (21,562 peers)

Barksdale, Joe and Magee, PLLC multi-year trail

Barksdale, Joe and Magee, PLLC's plans moved +21.3% in assets from 2022 to 2024; this filing shows Barksdale, Joe and Magee, PLLC Profit Sharing Plan at $2M / 6 participants.

#6,684
in Professional & Technical Services (21,562 peers)
-10.6%
assets change YoY

The plan reported a net loss of $247K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Barksdale, Joe and Magee, PLLC Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Barksdale, Joe and Magee, PLLC Profit Sharing Plan vs every filed plan by assets

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

$2,078,996 34th percentile higher than 34% 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

Barksdale, Joe and Magee, PLLC Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barksdale, Joe and Magee, PLLC Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

DOL schedule card

Filing strip 640887476 · Barksdale, Joe and Magee, PLLC PY 2022 · 401(k)

Barksdale, Joe and Magee, PLLC Profit Sharing Plan · $2M · 6 · 34th

  • NET $2M
  • BOOK 6
  • VS-ST 34th
  • BOY 401(k)
  • SCH near Rjp Packaging LLC Retirement Plan
  • EBSA ind #6684

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 →

Barksdale, Joe and Magee, PLLC Profit Sharing Plan in the asset neighbourhood

Barksdale, Joe and Magee, PLLC Profit Sharing PlanBarksdale, Joe and Magee, PL…$2MRjp Packaging LLC Retirement PlanRjp Packaging LLC Retirement…$2MMedical Staffing 401(k) Plan$2MBlocker & Wallace Service, LLC Safe Harbor 401(k) PlanBlocker & Wallace Service, L…$2MContinental Glass Systems 401(k) PlanContinental Glass Systems 40…$2M
End-of-year total assets ($M) among Barksdale, Joe and Magee, PLLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Barksdale, Joe and Magee, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Barksdale, Joe and Magee, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 21.273970705090342% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M 202220232024 $2.08M $2.52M ▲ +21.2%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 6 $2M
2024 1 5 $3M

Barksdale, Joe and Magee, PLLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$247K
Employer EIN640887476
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Mississippi

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

Barksdale, Joe and Magee, PLLC Profit Sharing Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -2000200400600800 Total assets ($M) Participants Barksdale, Joe and Magee, PLLC Profit Sharing Plan, Total assets ($M): 2.078996 · Participants: 6Barksdale, Joe and Magee, PLLC Profit Sharing 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
Barksdale, Joe and Magee, PLLC Profit Sharing Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants

Barksdale, Joe and Magee, PLLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Rjp Packaging LLC Retirement Plan in RI ($2M); by covered participants it is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Barksdale, Joe and Magee, PLLC Profit Sharing Plan assets move in 2022?
Barksdale, Joe and Magee, PLLC Profit Sharing Plan pulled back noticeably - down 10.6% during 2022, from $2M to $2M. Reported net income was -$247K.
How have Barksdale, Joe and Magee, PLLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Barksdale, Joe and Magee, PLLC's sponsor-wide assets grew 21.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Barksdale, Joe and Magee, PLLC Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Rjp Packaging LLC Retirement Plan in RI ($2M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Barksdale, Joe and Magee, PLLC Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants, $302K in assets).