Money Purchase · DOL Form 5500 · 2023

The Ms Group Money Purchase Plan

Data updated 2026-08-25

$127K
Total assets Small plan by assets
3
Participants Small participant base
8th
Percentile by assets National rank
$42,364
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Ms Group Money Purchase Plan and Trust · Sponsored by The Ms Group · Mississippi · Professional & Technical Services

$127K in assets, 3 participants

The Ms Group's The Ms Group Money Purchase Plan and Trust reported $127K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,289 in Professional & Technical Services (20,321 peers)

The Ms Group multi-year trail

The Ms Group's plans moved +17.9% in assets from 2022 to 2024; this filing shows The Ms Group Money Purchase Plan and Trust at $127K / 3 participants.

#1,289
in Professional & Technical Services (20,321 peers)
+11.9%
assets growth YoY

The Ms Group Money Purchase Plan and Trust among the smaller filed plans by assets

The Ms Group Money Purchase Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$127,091 8th percentile higher than 8% of 127,068 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 2023

The Ms Group Money Purchase Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Ms Group Money Purchase Plan and Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Ms Group Money Purchase Plan and Trust reported net income rose from -$317 in the plan year 2022 filing to $14K in the plan year 2023 filing.
  • The Ms Group Money Purchase Plan and Trust end-of-year assets rose from $114K in the plan year 2022 filing to $127K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 640822610 · The Ms Group PY 2023 · Money Purchase

The Ms Group Money Purchase Plan and Trust · $127K · 3 · 8th

  • RANK $127K
  • RANK 3
  • RANK 8th
  • RANK Money Purchase
  • RANK near Blas Delgado Ortiz Profit Sharing Plan
  • RANK ind #1289

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 →

The Ms Group Money Purchase Plan and Trust in the asset neighbourhood

The Ms Group Money Purchase Plan and TrustThe Ms Group Money Purchase …$127KBlas Delgado Ortiz Profit Sharing PlanBlas Delgado Ortiz Profit Sh…$130KPhoenix Retirement Plan$132KNorth Star Asset Management Money Purchase Pension PlanNorth Star Asset Management …$132KDickey Supply Co Employee Retirement FundDickey Supply Co Employee Re…$123K
End-of-year total assets ($M) among The Ms Group Money Purchase Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

The Ms Group multi-year asset trail

Sponsor-wide plan assets over time

All The Ms Group plans reported in each filing year

Latest sponsor-wide plan assets
$134K 17.854815127974774% vs 2022
2024 filing year
$0.1M$0.11M$0.12M$0.13M$0.14M 202220232024 $0.11M $0.13M ▲ +18.2%
Year Plans Participants Total Assets
2022 1 3 $114K
2023 1 3 $127K
2024 1 3 $134K

The Ms Group filing trail (2023)

Total Assets (Beginning of Year)$114K
Net Assets (End of Year)$127K
Net Income$14K
Employer EIN640822610
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Mississippi

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

The Ms Group Money Purchase Plan and Trust vs. nearby Money Purchase plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 -50050100150 Total assets ($M) Participants The Ms Group Money Purchase Plan and Trust, Total assets ($M): 0.127091 · Participants: 3The Ms Group Money Purchase Plan and TrustIBEW Local 480 Pension Plan, Total assets ($M): 111.828447 · Participants: 485IBEW Local 480 Pension PlanMississippi Action for Progress, Inc Retirement Plan, Total assets ($M): 21.809193 · Participants: 844Mississippi Action for Progress, Inc Retirement PlanSouthern Mississippi Planning and Development District Defined Contribution Pension Plan, Total assets ($M): 10.203126 · Participants: 147Southern Mississippi Planning and Development District Defined Contribution Pension PlanBolivar County Headstart Retirement Program, Total assets ($M): 10.025088 · Participants: 216Bolivar County Headstart Retirement ProgramPanama City Employers-Ala Local Number 1482 Money, Total assets ($M): 2.555361 · Participants: 38Panama City Employers-Ala Local Number 1482 Money
The Ms Group Money Purchase Plan and Trust vs. nearby Money Purchase plans in Mississippi, assets vs. participants
Compare The Ms Group Money Purchase Plan and Trust side-by-side with 3 peers →

The Ms Group Money Purchase Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside Mississippi, the nearest Money Purchase by assets is Blas Delgado Ortiz Profit Sharing Plan in PR ($130K); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($127K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Ms Group Money Purchase Plan and Trust assets move in 2023? ▼
The Ms Group Money Purchase Plan and Trust grew at a solid clip - up 11.9% during 2023, from $114K to $127K. Reported net income was $14K.
How have The Ms Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Ms Group's sponsor-wide assets grew 17.9%, from $114K to $134K.
Where does The Ms Group Money Purchase Plan and Trust rank by assets among Form 5500 filers? ▼
The Ms Group Money Purchase Plan and Trust ranks in the 8th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to The Ms Group Money Purchase Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Blas Delgado Ortiz Profit Sharing Plan in PR ($130K, 5 participants).
Which Money Purchase plans cover a similar participant headcount to The Ms Group Money Purchase Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Ansonics Profit Sharing Plan in OR (3 participants, $462K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 640822610.

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.