401(k) · DOL Form 5500 · 2023

Barksdale, Joe and Magee, PLLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
31st
Percentile by assets National rank
$350,491
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Barksdale, Joe and Magee, PLLC Profit Sharing Plan · Sponsored by Barksdale, Joe and Magee, PLLC · Mississippi · Professional & Technical Services

$2M in assets, 6 participants

Barksdale, Joe and Magee, PLLC's Barksdale, Joe and Magee, PLLC Profit Sharing Plan reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,510 in Professional & Technical Services (20,321 peers)

Barksdale, Joe and Magee, PLLC multi-year trail

Barksdale, Joe and Magee, PLLC's plans moved +21.3% in assets from 2022 to 2024; this filing shows Barksdale, Joe and Magee, PLLC Profit Sharing Plan at $2M / 6 participants.

#5,510
in Professional & Technical Services (20,321 peers)
+1.2%
assets growth YoY

Barksdale, Joe and Magee, PLLC Profit Sharing Plan among the smaller filed plans by assets

Barksdale, Joe and Magee, PLLC Profit Sharing Plan vs every filed plan by assets

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

$2,102,947 31st percentile higher than 31% 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

Barksdale, Joe and Magee, PLLC Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barksdale, Joe and Magee, PLLC Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Barksdale, Joe and Magee, PLLC Profit Sharing Plan reported net income rose from -$247K in the plan year 2022 filing to $24K in the plan year 2023 filing.
  • Barksdale, Joe and Magee, PLLC Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 640887476 · Barksdale, Joe and Magee, PLLC PY 2023 · 401(k)

Barksdale, Joe and Magee, PLLC Profit Sharing Plan · $2M · 6 · 31st

  • PHOTO $2M
  • PHOTO 6
  • PHOTO 31st
  • PHOTO 401(k)
  • PHOTO near The Corry Fabrication 401(k) Savings Plan
  • PHOTO ind #5510

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 →

Barksdale, Joe and Magee, PLLC Profit Sharing Plan in the asset neighbourhood

Barksdale, Joe and Magee, PLLC Profit Sharing PlanBarksdale, Joe and Magee, PL…$2MThe Corry Fabrication 401(k) Savings PlanThe Corry Fabrication 401(k)…$2MTobacco Merchants Association of the US Inc. Savings PlanTobacco Merchants Associatio…$2MSteve Williams, Inc. 401(k) PlanSteve Williams, Inc. 401(k) …$2MPearson Ford, Inc. 401(k) PlanPearson Ford, Inc. 401(k) Pl…$2M
End-of-year total assets ($M) among Barksdale, Joe and Magee, PLLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Barksdale, Joe and Magee, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Barksdale, Joe and Magee, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 21.273970705090342% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M 202220232024 $2.08M $2.52M ▲ +21.2%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 6 $2M
2024 1 5 $3M

Barksdale, Joe and Magee, PLLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$24K
Employer EIN640887476
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Mississippi

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

Barksdale, Joe and Magee, PLLC Profit Sharing Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Barksdale, Joe and Magee, PLLC Profit Sharing Plan, Total assets ($M): 2.102947 · Participants: 6Barksdale, Joe and Magee, PLLC Profit Sharing PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corporation 401(k) Savings PlanV2x 401(k) Retirement Plan, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retirement PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau and Adopting Companies 401(k) Plan
Barksdale, Joe and Magee, PLLC Profit Sharing Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Barksdale, Joe and Magee, PLLC Profit Sharing Plan side-by-side with 3 peers →

Barksdale, Joe and Magee, PLLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is The Corry Fabrication 401(k) Savings Plan in PA ($2M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Barksdale, Joe and Magee, PLLC Profit Sharing Plan assets move in 2023? ▼
Barksdale, Joe and Magee, PLLC Profit Sharing Plan edged up modestly - up 1.2% during 2023, from $2M to $2M. Reported net income was $24K.
How have Barksdale, Joe and Magee, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barksdale, Joe and Magee, PLLC's sponsor-wide assets grew 21.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Barksdale, Joe and Magee, PLLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Corry Fabrication 401(k) Savings Plan in PA ($2M, 93 participants).
Which 401(k) plans cover a similar participant headcount to Barksdale, Joe and Magee, PLLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 640887476.

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.