401(k) · DOL Form 5500 · 2022

Watkins, Ward & Stafford, PLLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
103
Participants Small participant base
76th
Percentile by assets National rank
$176,198
Avg per participant Above avg balance/head
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Official DOL plan name: Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan · Sponsored by Watkins, Ward & Stafford, PLLC · Mississippi · Professional & Technical Services

$18M in assets, 103 participants

Watkins, Ward & Stafford, PLLC's Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan reported $18M in total assets and 103 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #16,356 in Professional & Technical Services (21,562 peers)

Coverage in Mississippi

Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan covers 103 participants in Mississippi, about 28% of the average Mississippi filer (state average ~366 per filing). Assets: $18M.

#16,356
in Professional & Technical Services (21,562 peers)
-13.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan's outsized position by total assets

Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan vs every filed plan by assets

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

$18,148,411 Top 24% higher than 76% 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

Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan sits mid-pack in the medium band (103 participants).

Form 5500 schedule snapshot

Filing strip 640394922 · Watkins, Ward & Stafford, PLLC PY 2022 · 401(k)

Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan · $18M · 103 · 76th

  • SCH $18M
  • SCH 103
  • SCH 76th
  • SCH 401(k)
  • SCH near Capital Newspapers Employee Savings Plan
  • SCH ind #16356

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 →

Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan in the asset neighbourhood

Watkins, Ward & Stafford, PLLC 401(k) Salary Savings PlanWatkins, Ward & Stafford, PL…$18MCapital Newspapers Employee Savings PlanCapital Newspapers Employee …$18MJmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and TrustJmg Financial Group, Ltd. Pr…$18MCrystal Bridges Museum of American Art, Inc. 401(k) Profit Sharing PlanCrystal Bridges Museum of Am…$18MJerome's Furniture Warehouse 401(k) Savings PlanJerome's Furniture Warehouse…$18M
End-of-year total assets ($M) among Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Mississippi filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$18M
Net Income-$3M
Employer EIN640394922
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Watkins, Ward & Stafford, PLLC)

Sponsor-wide plan assets over time

All Watkins, Ward & Stafford, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 37.60251517336697% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.2M $25M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 103 $18M
2023 1 120 $22M
2024 1 125 $25M

Nearby 401(k) Plans in Mississippi

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

Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -2000200400600800 Total assets ($M) Participants Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan, Total assets ($M): 18.148411 · Participants: 103Watkins, Ward & Stafford, PLLC 401(k) Salary Savings 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
Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan side-by-side with 3 peers →

Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Capital Newspapers Employee Savings Plan in NC ($18M); by covered participants it is Widen Enterprises LLC in WI (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan assets move in 2022? ▼
Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan pulled back noticeably - down 13.7% during 2022, from $21M to $18M. Reported net income was -$3M.
How have Watkins, Ward & Stafford, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Watkins, Ward & Stafford, PLLC's sponsor-wide assets grew 37.6%, from $18M to $25M.
Where does Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan rank by assets among Form 5500 filers? ▼
Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Capital Newspapers Employee Savings Plan in NC ($18M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Widen Enterprises LLC in WI (103 participants, N/A 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 640394922.

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.