401(k) · DOL Form 5500 · 2023

Watkins, Ward & Stafford, PLLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
120
Participants Small participant base
74th
Percentile by assets National rank
$181,418
Avg per participant Above avg balance/head
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Official DOL plan name: Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan · Sponsored by Watkins, Ward & Stafford, PLLC · Mississippi · Professional & Technical Services

$22M in assets, 120 participants

Watkins, Ward & Stafford, PLLC's Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan reported $22M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,075 in Professional & Technical Services (20,321 peers)

Coverage in Mississippi

Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan covers 120 participants in Mississippi, about 33% of the average Mississippi filer (state average ~366 per filing). Assets: $22M.

#15,075
in Professional & Technical Services (20,321 peers)
+20.0%
assets growth YoY

Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan's outsized position by total assets

Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan vs every filed plan by assets

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

$21,770,117 Top 26% higher than 74% 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

Watkins, Ward & Stafford, PLLC 401(k) Salary Savings 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. Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan reported participants rose from 103 in the plan year 2022 filing to 120 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 640394922 · Watkins, Ward & Stafford, PLLC PY 2023 · 401(k)

Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan · $22M · 120 · 74th

  • BOY $22M
  • BOY 120
  • BOY 74th
  • BOY 401(k)
  • BOY near Mitek Systems, Inc. 401(k) Savings Plan
  • BOY ind #15075

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 →

Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan in the asset neighbourhood

Watkins, Ward & Stafford, PLLC 401(k) Salary Savings PlanWatkins, Ward & Stafford, PL…$22MMitek Systems, Inc. 401(k) Savings PlanMitek Systems, Inc. 401(k) S…$22MPrairie Band Potawatomi Entertainment Corporation 401(k) PlanPrairie Band Potawatomi Ente…$22MUniversal Fibers, Inc. Associates Savings PlanUniversal Fibers, Inc. Assoc…$22MYour Building Centers, Inc. Capital Accumulation 401(k) PlanYour Building Centers, Inc. …$22M
End-of-year total assets ($M) among Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mississippi filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN640394922
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Watkins, Ward & Stafford, PLLC)

Sponsor-wide plan assets over time

All Watkins, Ward & Stafford, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 37.60251517336697% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.2M $25M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 103 $18M
2023 1 120 $22M
2024 1 125 $25M

Nearby 401(k) Plans in Mississippi

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

Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan, Total assets ($M): 21.770117 · Participants: 120Watkins, Ward & Stafford, PLLC 401(k) Salary Savings 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
Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan side-by-side with 3 peers →

Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Mitek Systems, Inc. 401(k) Savings Plan in CA ($22M); by covered participants it is Southwest Hazard Control, Inc. Employees' Savings and Profit Sharing Plan in AZ (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan assets move in 2023? ▼
Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan grew sharply - up 20.0% during 2023, from $18M to $22M. Reported net income was $4M.
How have Watkins, Ward & Stafford, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Watkins, Ward & Stafford, PLLC's sponsor-wide assets grew 37.6%, from $18M to $25M.
Which 401(k) plans are similar in size to Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mitek Systems, Inc. 401(k) Savings Plan in CA ($22M, 148 participants).
Which 401(k) plans cover a similar participant headcount to Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southwest Hazard Control, Inc. Employees' Savings and Profit Sharing Plan in AZ (120 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 640394922.

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.