401(k) · DOL Form 5500 · 2023

Golden Age, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
281
Participants Below avg headcount
30th
Percentile by assets National rank
$7,133
Avg per participant Low balance/head
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Official DOL plan name: 401(a) Thrift Plan of Golden Age, Inc. · Sponsored by Golden Age, Inc. · Mississippi · Healthcare & Social Assistance

$2M in assets, 281 participants

Golden Age, Inc.'s 401(a) Thrift Plan of Golden Age, Inc. reported $2M in total assets and 281 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,131 in Healthcare & Social Assistance (17,684 peers)

Golden Age, Inc. multi-year trail

Golden Age, Inc.'s plans moved +10.2% in assets from 2022 to 2024; this filing shows 401(a) Thrift Plan of Golden Age, Inc. at $2M / 281 participants.

#5,131
in Healthcare & Social Assistance (17,684 peers)
-2.0%
assets change YoY

The plan reported a net loss of $41K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

401(a) Thrift Plan of Golden Age, Inc. among the smaller filed plans by assets

401(a) Thrift Plan of Golden Age, Inc. vs every filed plan by assets

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

$2,004,241 30th percentile higher than 30% 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

401(a) Thrift Plan of Golden Age, Inc. 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. 401(a) Thrift Plan of Golden Age, Inc. sits mid-pack in the medium band (281 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 401(a) Thrift Plan of Golden Age, Inc. reported net income rose from -$109K in the plan year 2022 filing to -$41K in the plan year 2023 filing.
  • 401(a) Thrift Plan of Golden Age, Inc. reported participants rose from 258 in the plan year 2022 filing to 281 in the plan year 2023 filing.
  • 401(a) Thrift Plan of Golden Age, Inc. end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 640339632 · Golden Age, Inc. PY 2023 · 401(k)

401(a) Thrift Plan of Golden Age, Inc. · $2M · 281 · 30th

  • PHOTO $2M
  • IND 281
  • EOY 30th
  • 5500 401(k)
  • ASSETS near Recoverytrek LLC 401(k) Profit Sharing Plan and Trust
  • PCT ind #5131

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 →

401(a) Thrift Plan of Golden Age, Inc. in the asset neighbourhood

401(a) Thrift Plan of Golden Age, Inc.401(a) Thrift Plan of Golden…$2MRecoverytrek LLC 401(k) Profit Sharing Plan and TrustRecoverytrek LLC 401(k) Prof…$2MServomation Refreshments, Inc. 401(k) PlanServomation Refreshments, In…$2MMesker Mbm 401(k) Plan$2MGoodwill Industries of New Mexico 403(b) PlanGoodwill Industries of New M…$2M
End-of-year total assets ($M) among 401(a) Thrift Plan of Golden Age, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Golden Age, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Golden Age, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 10.227482642794845% vs 2022
2024 filing year
$3.8M$4M$4.2M$4.4M 202220232024 $3.92M $4.33M ▲ +10.5%
Year Plans Participants Total Assets
2022 2 529 $4M
2023 2 541 $4M
2024 2 533 $4M

Golden Age, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$41K
Employer EIN640339632
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Mississippi

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

401(a) Thrift Plan of Golden Age, Inc. vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants 401(a) Thrift Plan of Golden Age, Inc., Total assets ($M): 2.004241 · Participants: 281401(a) Thrift Plan of Golden Age, Inc.Cadence 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
401(a) Thrift Plan of Golden Age, Inc. vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare 401(a) Thrift Plan of Golden Age, Inc. side-by-side with 3 peers →

401(a) Thrift Plan of Golden Age, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Recoverytrek LLC 401(k) Profit Sharing Plan and Trust in VA ($2M); by covered participants it is Toyota & Honda of Santa Maria 401(k) Plan & Trust in CA (281 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (281 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 401(a) Thrift Plan of Golden Age, Inc. assets move in 2023? ▼
401(a) Thrift Plan of Golden Age, Inc. edged down modestly - down 2.0% during 2023, from $2M to $2M. Reported net income was -$41K.
How have Golden Age, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Golden Age, Inc.'s sponsor-wide assets grew 10.2%, from $4M to $4M.
Which 401(k) plans are similar in size to 401(a) Thrift Plan of Golden Age, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Recoverytrek LLC 401(k) Profit Sharing Plan and Trust in VA ($2M, 28 participants).
Which 401(k) plans cover a similar participant headcount to 401(a) Thrift Plan of Golden Age, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Toyota & Honda of Santa Maria 401(k) Plan & Trust in CA (281 participants, $12M 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 640339632.

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.