Money Purchase · DOL Form 5500 · 2023

J Keith Mitchell Md Money Purchase Plan

Data updated 2026-08-25

$327K
Total assets Small plan by assets
5
Participants Small participant base
14th
Percentile by assets National rank
$65,398
Avg per participant Low balance/head
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Official DOL plan name: J Keith Mitchell Md Money Purchase Plan & Trust · Sponsored by J Keith Mitchell Md · Arkansas · Healthcare & Social Assistance

$327K in assets, 5 participants

J Keith Mitchell Md's J Keith Mitchell Md Money Purchase Plan & Trust reported $327K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,791 in Healthcare & Social Assistance (17,684 peers)

J Keith Mitchell Md multi-year trail

J Keith Mitchell Md's plans moved +21.3% in assets from 2022 to 2024; this filing shows J Keith Mitchell Md Money Purchase Plan & Trust at $327K / 5 participants.

#1,791
in Healthcare & Social Assistance (17,684 peers)
+10.3%
assets growth YoY

J Keith Mitchell Md Money Purchase Plan & Trust among the smaller filed plans by assets

J Keith Mitchell Md Money Purchase Plan & Trust vs every filed plan by assets

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

$326,992 14th percentile higher than 14% 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

J Keith Mitchell Md Money Purchase Plan & 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. J Keith Mitchell Md Money Purchase Plan & Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J Keith Mitchell Md Money Purchase Plan & Trust reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • J Keith Mitchell Md Money Purchase Plan & Trust reported net income fell from $36K in the plan year 2022 filing to $31K in the plan year 2023 filing.
  • J Keith Mitchell Md Money Purchase Plan & Trust end-of-year assets rose from $296K in the plan year 2022 filing to $327K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 710759609 · J Keith Mitchell Md PY 2023 · Money Purchase

J Keith Mitchell Md Money Purchase Plan & Trust · $327K · 5 · 14th

  • VS-ST $327K
  • VS-ST 5
  • VS-ST 14th
  • VS-ST Money Purchase
  • VS-ST near Badger Trading Co. Inc. Profit Sharing Trust
  • VS-ST ind #1791

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 Arkansas →

J Keith Mitchell Md Money Purchase Plan & Trust in the asset neighbourhood

J Keith Mitchell Md Money Purchase Plan & TrustJ Keith Mitchell Md Money Pu…$327KBadger Trading Co. Inc. Profit Sharing TrustBadger Trading Co. Inc. Prof…$326KHector D. Pagan Marrero Retirement PlanHector D. Pagan Marrero Reti…$325KElectrical Workers Local No. 294 Supplemental Unemployment Benefit FundElectrical Workers Local No.…$330KPersonnel Administration Services Inc Employees Pension TrustPersonnel Administration Ser…$325K
End-of-year total assets ($M) among J Keith Mitchell Md Money Purchase Plan & Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

J Keith Mitchell Md multi-year asset trail

Sponsor-wide plan assets over time

All J Keith Mitchell Md plans reported in each filing year

Latest sponsor-wide plan assets
$359K 21.254436512327768% vs 2022
2024 filing year
$0.28M$0.3M$0.32M$0.34M$0.36M$0.38M 202220232024 $0.3M $0.36M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 4 $296K
2023 1 5 $327K
2024 1 4 $359K

J Keith Mitchell Md filing trail (2023)

Total Assets (Beginning of Year)$296K
Net Assets (End of Year)$327K
Net Income$31K
Employer EIN710759609
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Arkansas

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

J Keith Mitchell Md Money Purchase Plan & Trust vs. nearby Money Purchase plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300 Total assets ($M) Participants J Keith Mitchell Md Money Purchase Plan & Trust, Total assets ($M): 0.326992 · Participants: 5J Keith Mitchell Md Money Purchase Plan & TrustArkansas Chapter NECA-IBEW Retirement Plan, Total assets ($M): 265.362158 · Participants: 1178Arkansas Chapter NECA-IBEW Retirement PlanUnity Health Retirement Plan, Total assets ($M): 66.262118 · Participants: 1617Unity Health Retirement PlanMississippi County Arkansas Economic Opportunity Commission, Inc. Pension, Total assets ($M): 5.20855 · Participants: 285Mississippi County Arkansas Economic Opportunity Commission, Inc. PensionJeral Wayman Hastings, Total assets ($M): 1.230175 · Participants: 2Jeral Wayman HastingsPine Bluff Cotton Belt Federal Credit Union Pension Plan & Trust, Total assets ($M): 0.636814 · Participants: 22Pine Bluff Cotton Belt Federal Credit Union Pension Plan & Trust
J Keith Mitchell Md Money Purchase Plan & Trust vs. nearby Money Purchase plans in Arkansas, assets vs. participants
Compare J Keith Mitchell Md Money Purchase Plan & Trust side-by-side with 3 peers →

J Keith Mitchell Md Money Purchase Plan & Trust's out-of-state Money Purchase peers by assets and headcount

Outside Arkansas, the nearest Money Purchase by assets is Badger Trading Co. Inc. Profit Sharing Trust in AZ ($326K); by covered participants it is Jim G. Taylor, O.D., P.C. Profit Sharing Plan in TN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 J Keith Mitchell Md Money Purchase Plan & Trust assets move in 2023? ▼
J Keith Mitchell Md Money Purchase Plan & Trust grew at a solid clip - up 10.3% during 2023, from $296K to $327K. Reported net income was $31K.
How have J Keith Mitchell Md plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J Keith Mitchell Md's sponsor-wide assets grew 21.3%, from $296K to $359K.
Where does J Keith Mitchell Md Money Purchase Plan & Trust rank by assets among Form 5500 filers? ▼
J Keith Mitchell Md Money Purchase Plan & Trust ranks in the 14th 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 J Keith Mitchell Md Money Purchase Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Badger Trading Co. Inc. Profit Sharing Trust in AZ ($326K, 1 participant).
Which Money Purchase plans cover a similar participant headcount to J Keith Mitchell Md Money Purchase Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Jim G. Taylor, O.D., P.C. Profit Sharing Plan in TN (5 participants, $925K 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 710759609.

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.