Profit Sharing · DOL Form 5500 · 2023

North Mississippi Orthodontic Associates, P.a. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
34th
Percentile by assets National rank
$327,399
Avg per participant High balance/head
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Official DOL plan name: North Mississippi Orthodontic Associates, P.a. Employees' Profit Sharing Plan · Sponsored by North Mississippi Orthodontic Associates, P.a. · Mississippi · Healthcare & Social Assistance

$3M in assets, 8 participants

North Mississippi Orthodontic Associates, P.a.'s North Mississippi Orthodontic Associates, P.a. Employees' Profit Sharing Plan reported $3M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,992 in Healthcare & Social Assistance (17,684 peers)

North Mississippi Orthodontic Associates, P.a. multi-year trail

North Mississippi Orthodontic Associates, P.a.'s plans moved +34.1% in assets from 2022 to 2024; this filing shows North Mississippi Orthodontic Associates, P.a. Employees' Profit Sharing Plan at $3M / 8 participants.

#5,992
in Healthcare & Social Assistance (17,684 peers)
+17.8%
assets growth YoY

North Mississippi Orthodontic Associates, P.a. Employees' Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

North Mississippi Orthodontic Associates, P.a. Employees' Profit Sharing Plan vs every filed plan by assets

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

$2,619,194 34th percentile higher than 34% 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

North Mississippi Orthodontic Associates, P.a. Employees' 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. North Mississippi Orthodontic Associates, P.a. Employees' Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • North Mississippi Orthodontic Associates, P.a. Employees' Profit Sharing Plan reported net income rose from -$155K in the plan year 2022 filing to $396K in the plan year 2023 filing.
  • North Mississippi Orthodontic Associates, P.a. Employees' Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • North Mississippi Orthodontic Associates, P.a. Employees' Profit Sharing Plan reported participants fell from 9 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 640516173 · North Mississippi Orthodontic Associates, P.a. PY 2023 · Profit Sharing

North Mississippi Orthodontic Associates, P.a. Employees' Profit Sharing Plan · $3M · 8 · 34th

  • PART $3M
  • TYPE 8
  • NET 34th
  • BOOK Profit Sharing
  • VS-ST near A Second Chance, Inc. Retirement Plan
  • BOY ind #5992

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 Healthcare & Social Assistance retirement plans → · Plans in Mississippi →

North Mississippi Orthodontic Associates, P.a. Employees' Profit Sharing Plan in the asset neighbourhood

North Mississippi Orthodontic Associates, P.a. Employees' Profit Sharing PlanNorth Mississippi Orthodonti…$3MA Second Chance, Inc. Retirement PlanA Second Chance, Inc. Retire…$3MPremier Pest Solutions Corporation Retirement PlanPremier Pest Solutions Corpo…$3MD & S International, Inc. Employees' Profit Sharing Plan & TrustD & S International, Inc. Em…$3MReinhard Funeral Home Inc Profit Sharing PlanReinhard Funeral Home Inc Pr…$3M
End-of-year total assets ($M) among North Mississippi Orthodontic Associates, P.a. Employees' Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

North Mississippi Orthodontic Associates, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All North Mississippi Orthodontic Associates, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 34.100474399219515% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.22M $2.98M ▲ +34.2%
Year Plans Participants Total Assets
2022 1 9 $2M
2023 1 8 $3M
2024 1 8 $3M

North Mississippi Orthodontic Associates, P.a. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$396K
Employer EIN640516173
Plan Effective Date1973-02-28
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Mississippi

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

North Mississippi Orthodontic Associates, P.a. Employees' Profit Sharing Plan vs. nearby Profit Sharing plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1000100200300400 Total assets ($M) Participants North Mississippi Orthodontic Associates, P.a. Employees' Profit Sharing Plan, Total assets ($M): 2.619194 · Participants: 8North Mississippi Orthodontic Associates, P.a. Employees' Profit Sharing PlanNorth Mississippi Health Services Employer Savings Plan, Total assets ($M): 334.531613 · Participants: 7302North Mississippi Health Services Employer Savings PlanAnderson Regional Medical Center Retirement Savings Plan, Total assets ($M): 32.356191 · Participants: 1515Anderson Regional Medical Center Retirement Savings PlanBelhaven University 403(b) Plan, Total assets ($M): 27.510915 · Participants: 332Belhaven University 403(b) PlanInstitute of Community Services, Inc. Retirement Plan, Total assets ($M): 20.038729 · Participants: 783Institute of Community Services, Inc. Retirement PlanRadiology Associates of Oxford, P.a. Retirement Plan, Total assets ($M): 15.475196 · Participants: 6Radiology Associates of Oxford, P.a. Retirement Plan
North Mississippi Orthodontic Associates, P.a. Employees' Profit Sharing Plan vs. nearby Profit Sharing plans in Mississippi, assets vs. participants

North Mississippi Orthodontic Associates, P.a. Employees' Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Mississippi, the nearest Profit Sharing by assets is A Second Chance, Inc. Retirement Plan in PA ($3M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

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 North Mississippi Orthodontic Associates, P.a. Employees' Profit Sharing Plan assets move in 2023?
North Mississippi Orthodontic Associates, P.a. Employees' Profit Sharing Plan grew sharply - up 17.8% during 2023, from $2M to $3M. Reported net income was $396K.
How have North Mississippi Orthodontic Associates, P.a. plan assets changed over time?
Across 3 plan years on file (2022-2024), North Mississippi Orthodontic Associates, P.a.'s sponsor-wide assets grew 34.1%, from $2M to $3M.
Which Profit Sharing plans are similar in size to North Mississippi Orthodontic Associates, P.a. Employees' Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is A Second Chance, Inc. Retirement Plan in PA ($3M, 157 participants).
Which Profit Sharing plans cover a similar participant headcount to North Mississippi Orthodontic Associates, P.a. Employees' Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $424K in assets).