Other · DOL Form 5500 · 2023
James H Walker Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 33rd
- Percentile by assets National rank
Official DOL plan name: James H Walker Keogh Plan · Sponsored by James H Walker · Mississippi · Professional & Technical Services
$2M in assets, N/A participants
James H Walker's James H Walker Keogh Plan reported $2M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.
- #6,011 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
James H Walker Keogh Plan holds $2M for N/A participants, in the lower half of filed plans by assets.
- #6,011
- in Professional & Technical Services (20,321 peers)
- -0.7%
- assets change YoY
The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
James H Walker Keogh Plan among the smaller filed plans by assets
James H Walker Keogh Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,484,438 33rd percentile higher than 33% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- James H Walker Keogh Plan reported net income fell from -$12K in the plan year 2022 filing to -$18K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 640713970 · James H Walker PY 2023 · Other
James H Walker Keogh Plan · $2M · N/A · 33rd
- BOOK $2M
- VS-ST N/A
- BOY 33rd
- SCH Other
- EBSA near 403(b) Thrift Plan of Community Seniorserv, Inc
- PART ind #6011
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 →
James H Walker Keogh Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$18K |
| Employer EIN | 640713970 |
| Plan Effective Date | 1984-10-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (James H Walker)
Sponsor-wide plan assets over time
All James H Walker plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 0.7177115710610382% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $3M |
| 2023 | 1 | N/A | $2M |
Nearby Other Plans in Mississippi
Peer Other plans, same state, same plan type, ranked by total assets.
- North Mississippi Health Services 403(b) Plan $390M · 7,294
- Mississippi Methodist Hospital and Rehabilitation Center Retirement Plan $53M · 756
- King's Daughters Medical Center Retirement Plan $41M · 729
- Anderson Regional Medical Center 403(b) Plan $35M · 1,515
- Employee Benefit Plan of Summit Plastics, Inc. $17M · 203
James H Walker Keogh Plan's closest out-of-state Other peers by assets
Outside Mississippi, the nearest Other by end-of-year assets is 403(b) Thrift Plan of Community Seniorserv, Inc in CA at $2M (this filing: $2M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.