401(k) · DOL Form 5500 · 2022

Jackson Heart Clinic, P.a. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
111
Participants Small participant base
84th
Percentile by assets National rank
$305,945
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jackson Heart Clinic, P.a. 401(k) Plan · Sponsored by Jackson Heart Clinic, P.a. · Mississippi · Healthcare & Social Assistance

$34M in assets, 111 participants

Jackson Heart Clinic, P.a.'s Jackson Heart Clinic, P.a. 401(k) Plan reported $34M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,395 in Healthcare & Social Assistance (20,060 peers)

Coverage in Mississippi

Jackson Heart Clinic, P.a. 401(k) Plan covers 111 participants in Mississippi, about 30% of the average Mississippi filer (state average ~366 per filing). Assets: $34M.

#17,395
in Healthcare & Social Assistance (20,060 peers)
-19.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jackson Heart Clinic, P.a. 401(k) Plan's outsized position by total assets

Jackson Heart Clinic, P.a. 401(k) Plan vs every filed plan by assets

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

$33,959,907 Top 16% higher than 84% 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

Jackson Heart Clinic, P.a. 401(k) 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. Jackson Heart Clinic, P.a. 401(k) Plan sits mid-pack in the medium band (111 participants).

Plan-year Form 5500 strip

Filing strip 640528954 · Jackson Heart Clinic, P.a. PY 2022 · 401(k)

Jackson Heart Clinic, P.a. 401(k) Plan · $34M · 111 · 84th

  • PCT $34M
  • EIN 111
  • RANK 84th
  • PHOTO 401(k)
  • IND near Contec, Inc. 401(k) Profit Sharing Plan
  • EOY ind #17395

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 →

Jackson Heart Clinic, P.a. 401(k) Plan in the asset neighbourhood

Jackson Heart Clinic, P.a. 401(k) PlanJackson Heart Clinic, P.a. 4…$34MContec, Inc. 401(k) Profit Sharing PlanContec, Inc. 401(k) Profit S…$34MTax Analysts 401(k) Retirement PlanTax Analysts 401(k) Retireme…$34MAdhesives Research, Inc. Deferred Savings PlanAdhesives Research, Inc. Def…$34MThomas a. Brady Sports Medicine Center P.C. 401(k) Profit Sharing PlanThomas a. Brady Sports Medic…$34M
End-of-year total assets ($M) among Jackson Heart Clinic, P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Mississippi filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$34M
Net Income-$8M
Employer EIN640528954
Plan Effective Date1973-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jackson Heart Clinic, P.a.)

Sponsor-wide plan assets over time

All Jackson Heart Clinic, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 24.063484626150476% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34M $42.1M ▲ +24.1%
Year Plans Participants Total Assets
2022 1 111 $34M
2023 1 101 $37M
2024 1 119 $42M

Nearby 401(k) Plans in Mississippi

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

Jackson Heart Clinic, P.a. 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -2000200400600800 Total assets ($M) Participants Jackson Heart Clinic, P.a. 401(k) Plan, Total assets ($M): 33.959907 · Participants: 111Jackson Heart Clinic, P.a. 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
Jackson Heart Clinic, P.a. 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Jackson Heart Clinic, P.a. 401(k) Plan side-by-side with 3 peers →

Jackson Heart Clinic, P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Contec, Inc. 401(k) Profit Sharing Plan in SC ($34M); by covered participants it is Green Box Loans Inc, 401(k) Plan in CA (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Jackson Heart Clinic, P.a. 401(k) Plan assets move in 2022? ▼
Jackson Heart Clinic, P.a. 401(k) Plan declined sharply - down 19.1% during 2022, from $42M to $34M. Reported net income was -$8M.
How have Jackson Heart Clinic, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jackson Heart Clinic, P.a.'s sponsor-wide assets grew 24.1%, from $34M to $42M.
Where does Jackson Heart Clinic, P.a. 401(k) Plan rank by assets among Form 5500 filers? ▼
Jackson Heart Clinic, P.a. 401(k) Plan ranks in the 84th 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 Jackson Heart Clinic, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Contec, Inc. 401(k) Profit Sharing Plan in SC ($34M, 563 participants).
Which 401(k) plans cover a similar participant headcount to Jackson Heart Clinic, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Green Box Loans Inc, 401(k) Plan in CA (111 participants, $192K 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 640528954.

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.