401(k) · DOL Form 5500 · 2023

Office Management Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
165
Participants Small participant base
67th
Percentile by assets National rank
$88,907
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Office Management Systems, Inc. 401(k) and Profit Sharing Plan · Sponsored by Office Management Systems, Inc. · Mississippi · Professional & Technical Services

$15M in assets, 165 participants

Office Management Systems, Inc.'s Office Management Systems, Inc. 401(k) and Profit Sharing Plan reported $15M in total assets and 165 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,422 in Professional & Technical Services (20,321 peers)

Coverage in Mississippi

Office Management Systems, Inc. 401(k) and Profit Sharing Plan covers 165 participants in Mississippi, about 45% of the average Mississippi filer (state average ~366 per filing). Assets: $15M.

#13,422
in Professional & Technical Services (20,321 peers)
+6.7%
assets growth YoY

Office Management Systems, Inc. 401(k) and Profit Sharing Plan's outsized position by total assets

Office Management Systems, Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$14,669,622 Top 33% higher than 67% 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

Office Management Systems, Inc. 401(k) and Profit Sharing 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. Office Management Systems, Inc. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Office Management Systems, Inc. 401(k) and Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $918K in the plan year 2023 filing.
  • Office Management Systems, Inc. 401(k) and Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Office Management Systems, Inc. 401(k) and Profit Sharing Plan reported participants rose from 162 in the plan year 2022 filing to 165 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 640679888 · Office Management Systems, Inc. PY 2023 · 401(k)

Office Management Systems, Inc. 401(k) and Profit Sharing Plan · $15M · 165 · 67th

  • 5500 $15M
  • 5500 165
  • 5500 67th
  • 5500 401(k)
  • 5500 near Butler Bros. 401(k) Plan
  • 5500 ind #13422

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 →

Office Management Systems, Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood

Office Management Systems, Inc. 401(k) and Profit Sharing PlanOffice Management Systems, I…$15MButler Bros. 401(k) Plan$15MRed-Rochester, LLC Retirement PlanRed-Rochester, LLC Retiremen…$15MGreater Family Health 401(k) PlanGreater Family Health 401(k)…$15MOzarks Community Hospital 401(k) Profit Sharing PlanOzarks Community Hospital 40…$15M
End-of-year total assets ($M) among Office Management Systems, Inc. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mississippi filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$918K
Employer EIN640679888
Plan Effective Date1990-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Office Management Systems, Inc.)

Sponsor-wide plan assets over time

All Office Management Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 20.330751402909787% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.8M $16.6M ▲ +20.4%
Year Plans Participants Total Assets
2022 1 162 $14M
2023 1 165 $15M
2024 1 165 $17M

Nearby 401(k) Plans in Mississippi

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

Office Management Systems, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Office Management Systems, Inc. 401(k) and Profit Sharing Plan, Total assets ($M): 14.669622 · Participants: 165Office Management Systems, Inc. 401(k) and 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
Office Management Systems, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Office Management Systems, Inc. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Office Management Systems, Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Butler Bros. 401(k) Plan in ME ($15M); by covered participants it is Fruitsmart 401(k) Plan in WA (165 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Office Management Systems, Inc. 401(k) and Profit Sharing Plan assets move in 2023? ▼
Office Management Systems, Inc. 401(k) and Profit Sharing Plan grew at a solid clip - up 6.7% during 2023, from $14M to $15M. Reported net income was $918K.
How have Office Management Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Office Management Systems, Inc.'s sponsor-wide assets grew 20.3%, from $14M to $17M.
Which 401(k) plans are similar in size to Office Management Systems, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Butler Bros. 401(k) Plan in ME ($15M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Office Management Systems, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fruitsmart 401(k) Plan in WA (165 participants, $3M 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 640679888.

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.