401(k) · DOL Form 5500 · 2023

Puckett Machinery Company 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
457
Participants Below avg headcount
84th
Percentile by assets National rank
$95,213
Avg per participant Below avg balance/head
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Official DOL plan name: Puckett Machinery Company 401(k) Retirement Savings Plan and Trust · Sponsored by Puckett Machinery Company · Mississippi · Other Services

$44M in assets, 457 participants

Puckett Machinery Company's Puckett Machinery Company 401(k) Retirement Savings Plan and Trust reported $44M in total assets and 457 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,278 in Other Services (7,857 peers)

Where Puckett Machinery Company 401(k) Retirement Savings Plan and Trust sits by assets

Puckett Machinery Company 401(k) Retirement Savings Plan and Trust sits in the top quartile of all filed plans by assets, $44M for 457 participants (~$95,213/participant), up 17.1% in 2023.

#7,278
in Other Services (7,857 peers)
+17.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Puckett Machinery Company 401(k) Retirement Savings Plan and Trust's outsized position by total assets

Puckett Machinery Company 401(k) Retirement Savings Plan and Trust vs every filed plan by assets

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

$43,512,223 Top 16% higher than 84% 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

Puckett Machinery Company 401(k) Retirement Savings Plan and Trust 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. Puckett Machinery Company 401(k) Retirement Savings Plan and Trust sits mid-pack in the medium band (457 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Puckett Machinery Company 401(k) Retirement Savings Plan and Trust reported net income rose from -$7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Puckett Machinery Company 401(k) Retirement Savings Plan and Trust end-of-year assets rose from $37M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Puckett Machinery Company 401(k) Retirement Savings Plan and Trust reported participants rose from 435 in the plan year 2022 filing to 457 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 640395517 · Puckett Machinery Company PY 2023 · 401(k)

Puckett Machinery Company 401(k) Retirement Savings Plan and Trust · $44M · 457 · 84th

  • BOY $44M
  • SCH 457
  • EBSA 84th
  • PART 401(k)
  • TYPE near Piedmont Plastic Surgery, P.a. 401(k) Plan
  • NET ind #7278

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 Other Services retirement plans → · Plans in Mississippi →

Puckett Machinery Company 401(k) Retirement Savings Plan and Trust in the asset neighbourhood

Puckett Machinery Company 401(k) Retirement Savings Plan and TrustPuckett Machinery Company 40…$44MPiedmont Plastic Surgery, P.a. 401(k) PlanPiedmont Plastic Surgery, P.…$44MUnited Ohio Insurance Company 401(k) Savings PlanUnited Ohio Insurance Compan…$44MGalloway, Inc. and Affiliated Employers 401(k) Savings PlanGalloway, Inc. and Affiliate…$44MQuench USA, Inc. 401(k) Profit Sharing Plan & TrustQuench USA, Inc. 401(k) Prof…$44M
End-of-year total assets ($M) among Puckett Machinery Company 401(k) Retirement Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$44M
Net Income$6M
Employer EIN640395517
Plan Effective Date1957-09-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Puckett Machinery Company)

Sponsor-wide plan assets over time

All Puckett Machinery Company plans reported in each filing year

Latest sponsor-wide plan assets
$51M 36.234247209104375% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.2M $50.6M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 435 $37M
2023 1 457 $44M
2024 1 524 $51M

Nearby 401(k) Plans in Mississippi

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

Puckett Machinery Company 401(k) Retirement Savings Plan and Trust vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 02000400060008000 02004006008001000 Total assets ($M) Participants Puckett Machinery Company 401(k) Retirement Savings Plan and Trust, Total assets ($M): 43.512223 · Participants: 457Puckett Machinery Company 401(k) Retirement Savings Plan and TrustCadence 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
Puckett Machinery Company 401(k) Retirement Savings Plan and Trust vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Puckett Machinery Company 401(k) Retirement Savings Plan and Trust side-by-side with 3 peers →

Puckett Machinery Company 401(k) Retirement Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Piedmont Plastic Surgery, P.a. 401(k) Plan in NC ($44M); by covered participants it is Tol 401(k) Retirement Plan in TX (457 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (457 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 Puckett Machinery Company 401(k) Retirement Savings Plan and Trust assets move in 2023? ▼
Puckett Machinery Company 401(k) Retirement Savings Plan and Trust grew sharply - up 17.1% during 2023, from $37M to $44M. Reported net income was $6M.
How have Puckett Machinery Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Puckett Machinery Company's sponsor-wide assets grew 36.2%, from $37M to $51M.
Where does Puckett Machinery Company 401(k) Retirement Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Puckett Machinery Company 401(k) Retirement Savings Plan and Trust ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Puckett Machinery Company 401(k) Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Piedmont Plastic Surgery, P.a. 401(k) Plan in NC ($44M, 478 participants).
Which 401(k) plans cover a similar participant headcount to Puckett Machinery Company 401(k) Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Tol 401(k) Retirement Plan in TX (457 participants, $4M 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 640395517.

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.