401(k) · DOL Form 5500 · 2023

Natchez Ford Lincoln Mercury, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 114
Participants Small participant base: 27th
Percentile by assets National rank: $12,935
Avg per participant Low balance/head

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Official DOL plan name: Natchez Ford 401(k) Plan · Sponsored by Natchez Ford Lincoln Mercury, Inc. · Mississippi · Retail Trade

$1M in assets, 114 participants

Natchez Ford Lincoln Mercury, Inc.'s Natchez Ford 401(k) Plan reported $1M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

#3,330 in Retail Trade (8,414 peers)

Coverage in Mississippi

Natchez Ford 401(k) Plan covers 114 participants in Mississippi, about 31% of the average Mississippi filer (state average ~366 per filing). Assets: $1M.

#3,330
in Retail Trade (8,414 peers): +13.5%
assets growth YoY

Natchez Ford 401(k) Plan among the smaller filed plans by assets

Natchez Ford 401(k) Plan vs every filed plan by assets

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

$1,474,611 27th percentile higher than 27% 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

Natchez Ford 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Natchez Ford 401(k) Plan sits mid-pack in the medium band (114 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Natchez Ford 401(k) Plan reported net income rose from -$32K in the plan year 2022 filing to $175K in the plan year 2023 filing.
Natchez Ford 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Natchez Ford 401(k) Plan reported participants rose from 106 in the plan year 2022 filing to 114 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 640798235 · Natchez Ford Lincoln Mercury, Inc. PY 2023 · 401(k)

Natchez Ford 401(k) Plan · $1M · 114 · 27th

VS-ST $1M
BOY 114
SCH 27th
EBSA 401(k)
PART near Bruce P. Frederick, Cpa, PC Flexible 401(k) Psp
TYPE ind #3330

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 Retail Trade retirement plans → · Plans in Mississippi →

End-of-year total assets ($M) among Natchez Ford 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mississippi filing particulars

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	$175K
Employer EIN	640798235
Plan Effective Date	1998-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Natchez Ford Lincoln Mercury, Inc.)

Latest sponsor-wide plan assets: $2M 24.13190663065789% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	106	$1M
2023	1	114	$1M
2024	1	111	$2M

Nearby 401(k) Plans in Mississippi

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

Natchez Ford 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants

Cadence 401(k) Profit-Sharing Plan $797M · 6,578
Ergon 401(k) Plan $651M · 3,214
Hancock Whitney Corporation 401(k) Savings Plan $543M · 3,545
V2x 401(k) Retirement Plan $538M · 6,807
Southern Farm Bureau and Adopting Companies 401(k) Plan $477M · 2,657

Compare Natchez Ford 401(k) Plan side-by-side with 3 peers →

Natchez Ford 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Bruce P. Frederick, Cpa, PC Flexible 401(k) Psp in OR ($1M); by covered participants it is Austin Medical Center 403b Plan in MN (114 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Bruce P. Frederick, Cpa, PC Flexible 401(k) Psp (OR) $1M · 3
Spur Productions Inc 401(k) Profit Sharing Plan & Trust (NY) $1M · 1
Monarch Communities Management LLC 401(k) Plan (NY) $1M · 186
L. a. Signs, Inc. Pension Transfer Trust Plan (CA) $1M · 7

Similar participant headcount

Nearest other-state filings by covered participants (114 participants); asset peers above are excluded.

Austin Medical Center 403b Plan (MN) 114 · 0 off
Kam-Way 401(k) Plan (WA) 114 · 0 off
Contributor Development Partnership, Pbc Retirement Plan (MA) 114 · 0 off
Grand Lodge of Iowa 401(k) Retirement Plan (IA) 114 · 0 off

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 Natchez Ford 401(k) Plan assets move in 2023? ▼

Natchez Ford 401(k) Plan grew at a solid clip - up 13.5% during 2023, from $1M to $1M. Reported net income was $175K.

How have Natchez Ford Lincoln Mercury, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Natchez Ford Lincoln Mercury, Inc.'s sponsor-wide assets grew 24.1%, from $1M to $2M.

Which 401(k) plans are similar in size to Natchez Ford 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Bruce P. Frederick, Cpa, PC Flexible 401(k) Psp in OR ($1M, 3 participants).

Which 401(k) plans cover a similar participant headcount to Natchez Ford 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Austin Medical Center 403b Plan in MN (114 participants, N/A 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 640798235.