Mitchell Companies 401(k) Plan

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Mitchell Companies, LLC · Mississippi · Wholesale Trade

What the 2023 filing shows

Mitchell Companies 401(k) Plan holds $25M for 353 participants — about $69,841 per participant, down 16.2% over the 2022 plan year.

$25M
total plan assets (2022 EOY): 353
covered participants: $69,841
avg assets per participant: -16.2%
assets change YoY

The plan reported a net loss of $5M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)

$25M

Participants

353

State

Mississippi

Industry

Wholesale Trade

What the Filing Says About Mitchell Companies 401(k) Plan

Mitchell Companies 401(k) Plan is a 401(k) retirement plan sponsored by Mitchell Companies, LLC, headquartered in Mississippi. As of the 2022 Form 5500 filing, the plan reports $25M in total end-of-year assets and covers 353 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 640917967, and the plan has been effective since 1981-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $29M at the beginning of 2022 to $25M at year-end — a decline of 16.2%. Net assets (after liabilities) closed the year at $25M, with reported net income of $-4,762,704 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$29M
Total Assets (End of Year)	$25M
Net Assets (End of Year)	$25M
Net Income	$-4,762,704
Plan Type	401(k)
Employer EIN	640917967
Plan Effective Date	1981-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Mitchell Companies, LLC)

Year	Plans	Participants	Total Assets
2022	1	353	$25M
2023	1	364	$27M
2024	1	364	$23M

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Compare Mitchell Companies 401(k) Plan side-by-side with 3 peers →

Related Data

Guides

Frequently Asked Questions

How much money is in the Mitchell Companies 401(k) Plan? ▼

As of the 2022 Form 5500 filing, Mitchell Companies 401(k) Plan holds $25M in total assets with 353 participants. It is sponsored by Mitchell Companies, LLC.

What type of plan is Mitchell Companies 401(k) Plan? ▼

Mitchell Companies 401(k) Plan is a 401(k) plan. It has been effective since 1981-07-01. The plan is filed with the U.S. Department of Labor under EIN 640917967.

Who sponsors the Mitchell Companies 401(k) Plan? ▼

Mitchell Companies 401(k) Plan is sponsored by Mitchell Companies, LLC, located in Mississippi. The sponsor's EIN is 640917967 and the plan operates in the Wholesale Trade industry.

How did Mitchell Companies 401(k) Plan perform in 2022? ▼

Mitchell Companies 401(k) Plan declined by 16.2% during 2022, moving from $29M to $25M in total assets. Net income was $-4,762,704.

Where can I find official filings for Mitchell Companies 401(k) Plan? ▼

Official Form 5500 filings for Mitchell Companies 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 640917967 or plan name at efast.dol.gov.

How does Mitchell Companies 401(k) Plan compare to other plans? ▼

You can compare Mitchell Companies 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Mississippi on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.