401(k) · DOL Form 5500 · 2023

Mitchell Companies, LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
364
Participants Below avg headcount
77th
Percentile by assets National rank
$73,053
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mitchell Companies 401(k) Plan · Sponsored by Mitchell Companies, LLC · Mississippi · Wholesale Trade

$27M in assets, 364 participants

Mitchell Companies, LLC's Mitchell Companies 401(k) Plan reported $27M in total assets and 364 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,807 in Wholesale Trade (6,309 peers)

Where Mitchell Companies 401(k) Plan sits by assets

Mitchell Companies 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 364 participants (~$73,053/participant), up 7.9% in 2023.

#4,807
in Wholesale Trade (6,309 peers)
+7.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mitchell Companies 401(k) Plan's outsized position by total assets

Mitchell Companies 401(k) Plan vs every filed plan by assets

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

$26,591,343 Top 23% higher than 77% 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

Mitchell Companies 401(k) 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. Mitchell Companies 401(k) Plan sits mid-pack in the medium band (364 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mitchell Companies 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mitchell Companies 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Mitchell Companies 401(k) Plan reported participants rose from 353 in the plan year 2022 filing to 364 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 640917967 · Mitchell Companies, LLC PY 2023 · 401(k)

Mitchell Companies 401(k) Plan · $27M · 364 · 77th

  • EIN $27M
  • EIN 364
  • EIN 77th
  • EIN 401(k)
  • EIN near First National Corporation 401(k) Plan
  • EIN ind #4807

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 Wholesale Trade retirement plans → · Plans in Mississippi →

Mitchell Companies 401(k) Plan in the asset neighbourhood

Carrefour Associates LLC P/S 401(k) PlanCarrefour Associates LLC P/S…$27MMitchell Companies 401(k) PlanMitchell Companies 401(k) Pl…$27MFirst National Corporation 401(k) PlanFirst National Corporation 4…$27MLegacy Partners Retirement PlanLegacy Partners Retirement P…$27MAccupac, Inc. 401(k) Plan$27M
End-of-year total assets ($M) among Mitchell Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$27M
Net Income$2M
Employer EIN640917967
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mitchell Companies, LLC)

Sponsor-wide plan assets over time

All Mitchell Companies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 8.220802925999482% vs 2022
2024 filing year
$22M$24M$26M$28M 202220232024 $24.7M $22.6M ▼ -8.2%
Year Plans Participants Total Assets
2022 1 353 $25M
2023 1 364 $27M
2024 1 364 $23M

Nearby 401(k) Plans in Mississippi

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

Mitchell Companies 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -20002004006008001000 Total assets ($M) Participants Mitchell Companies 401(k) Plan, Total assets ($M): 26.591343 · Participants: 364Mitchell Companies 401(k) 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
Mitchell Companies 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Mitchell Companies 401(k) Plan side-by-side with 3 peers →

Mitchell Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is First National Corporation 401(k) Plan in VA ($27M); by covered participants it is Marathon Sports LLC 401(k) Profit Sharing Plan & Trust in MA (364 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (364 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 Mitchell Companies 401(k) Plan assets move in 2023? ▼
Mitchell Companies 401(k) Plan grew at a solid clip - up 7.9% during 2023, from $25M to $27M. Reported net income was $2M.
How have Mitchell Companies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mitchell Companies, LLC's sponsor-wide assets declined 8.2%, from $25M to $23M.
Where does Mitchell Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
Mitchell Companies 401(k) Plan ranks in the 77th 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 Mitchell Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is First National Corporation 401(k) Plan in VA ($27M, 213 participants).
Which 401(k) plans cover a similar participant headcount to Mitchell Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marathon Sports LLC 401(k) Profit Sharing Plan & Trust in MA (364 participants, $2M 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 640917967.

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.