Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Defined Contribution Plan for Mid-South Transportation Management, Inc.

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

Sponsored by Mid-South Transportation Management, Inc. · Tennessee · Transportation & Warehousing

What the 2023 filing shows

Defined Contribution Plan for Mid-South Transportation Management, Inc. holds $13M for 403 participants — about $31,958 per participant, up 0.2% over the 2022 plan year.

$13M
total plan assets (2022 EOY)
403
covered participants
$31,958
avg assets per participant
+0.2%
assets growth YoY
Total Assets (2023)
$13M
Participants
403
State
Industry
Transportation & Warehousing

What the Filing Says About Defined Contribution Plan for Mid-South Transportation Management, Inc.

Defined Contribution Plan for Mid-South Transportation Management, Inc. is a Profit Sharing retirement plan sponsored by Mid-South Transportation Management, Inc., headquartered in Tennessee. As of the 2022 Form 5500 filing, the plan reports $13M in total end-of-year assets and covers 403 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 621164500, and the plan has been effective since 2015-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $13M at the beginning of 2022 to $13M at year-end — a gain of 0.2%. Net assets (after liabilities) closed the year at $13M, with reported net income of $29K 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)$13M
Total Assets (End of Year)$13M
Net Assets (End of Year)$13M
Net Income$29K
Plan TypeProfit Sharing
Employer EIN621164500
Plan Effective Date2015-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mid-South Transportation Management, Inc.)

Year Plans Participants Total Assets
2022 2 605 $117M
2023 2 589 $130M
2024 1 441 $18M

Nearby Profit Sharing Plans in Tennessee

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Defined Contribution Plan for Mid-South Transportation Management, Inc.?
As of the 2022 Form 5500 filing, Defined Contribution Plan for Mid-South Transportation Management, Inc. holds $13M in total assets with 403 participants. It is sponsored by Mid-South Transportation Management, Inc..
What type of plan is Defined Contribution Plan for Mid-South Transportation Management, Inc.?
Defined Contribution Plan for Mid-South Transportation Management, Inc. is a Profit Sharing plan. It has been effective since 2015-07-01. The plan is filed with the U.S. Department of Labor under EIN 621164500.
Who sponsors the Defined Contribution Plan for Mid-South Transportation Management, Inc.?
Defined Contribution Plan for Mid-South Transportation Management, Inc. is sponsored by Mid-South Transportation Management, Inc., located in Tennessee. The sponsor's EIN is 621164500 and the plan operates in the Transportation & Warehousing industry.
How did Defined Contribution Plan for Mid-South Transportation Management, Inc. perform in 2022?
Defined Contribution Plan for Mid-South Transportation Management, Inc. grew by 0.2% during 2022, moving from $13M to $13M in total assets. Net income was $29K.
Where can I find official filings for Defined Contribution Plan for Mid-South Transportation Management, Inc.?
Official Form 5500 filings for Defined Contribution Plan for Mid-South Transportation Management, Inc. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 621164500 or plan name at efast.dol.gov.
How does Defined Contribution Plan for Mid-South Transportation Management, Inc. compare to other plans?
You can compare Defined Contribution Plan for Mid-South Transportation Management, Inc. against other Profit Sharing plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 621164500.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.