401(k) · DOL Form 5500 · 2022

Magnolia Orthopaedics & Sports Medicine Clinic 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
22
Participants Small participant base
60th
Percentile by assets National rank
$362,962
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) Plan · Sponsored by Magnolia Orthopaedics & Sports Medicine Clinic · Mississippi · Healthcare & Social Assistance

$8M in assets, 22 participants

Magnolia Orthopaedics & Sports Medicine Clinic's Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) Plan reported $8M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #13,262 in Healthcare & Social Assistance (20,060 peers)

Magnolia Orthopaedics & Sports Medicine Clinic multi-year trail

Magnolia Orthopaedics & Sports Medicine Clinic's plans moved +12.5% in assets from 2022 to 2024; this filing shows Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) Plan at $8M / 22 participants.

#13,262
in Healthcare & Social Assistance (20,060 peers)
-20.3%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$7,985,158 Top 40% higher than 60% 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

Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 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. Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) Plan is a small filing (22 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 640846443 · Magnolia Orthopaedics & Sports Medicine Clinic PY 2022 · 401(k)

Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) Plan · $8M · 22 · 60th

  • BOY $8M
  • SCH 22
  • EBSA 60th
  • PART 401(k)
  • TYPE near Ms Technologies Corporation 401(k) Profit Sharing Plan
  • NET ind #13262

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 →

Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) Plan in the asset neighbourhood

Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) PlanMagnolia Orthopaedics & Spor…$8MMs Technologies Corporation 401(k) Profit Sharing PlanMs Technologies Corporation …$8MEldorado Country Club 401(k) Profit Sharing PlanEldorado Country Club 401(k)…$8MOakley Retirement Plan$8MDodgeland of Columbia, Inc. Employees 401(k) PlanDodgeland of Columbia, Inc. …$8M
End-of-year total assets ($M) among Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Magnolia Orthopaedics & Sports Medicine Clinic multi-year asset trail

Sponsor-wide plan assets over time

All Magnolia Orthopaedics & Sports Medicine Clinic plans reported in each filing year

Latest sponsor-wide plan assets
$9M 12.487717838519915% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M 202220232024 $7.99M $8.98M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 22 $8M
2023 1 23 $8M
2024 1 20 $9M

Magnolia Orthopaedics & Sports Medicine Clinic filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN640846443
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Mississippi

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

Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -2000200400600800 Total assets ($M) Participants Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) Plan, Total assets ($M): 7.985158 · Participants: 22Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 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
Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Ms Technologies Corporation 401(k) Profit Sharing Plan in MD ($8M); by covered participants it is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) Plan assets move in 2022? ▼
Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) Plan declined sharply - down 20.3% during 2022, from $10M to $8M. Reported net income was -$2M.
How have Magnolia Orthopaedics & Sports Medicine Clinic plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Magnolia Orthopaedics & Sports Medicine Clinic's sponsor-wide assets grew 12.5%, from $8M to $9M.
Which 401(k) plans are similar in size to Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ms Technologies Corporation 401(k) Profit Sharing Plan in MD ($8M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 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 640846443.

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.