Profit Sharing · DOL Form 5500 · 2023
Golden Triangle Planning and Development District, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 115
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $113,827
- Avg per participant Below avg balance/head
Official DOL plan name: Golden Triangle Planning and Development District, Inc. Tax-Sheltered Annuity Plan · Sponsored by Golden Triangle Planning and Development District, Inc. · Mississippi · Other Services
$13M in assets, 115 participants
Golden Triangle Planning and Development District, Inc.'s Golden Triangle Planning and Development District, Inc. Tax-Sheltered Annuity Plan reported $13M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #6,290 in Other Services (7,857 peers)
Coverage in Mississippi
Golden Triangle Planning and Development District, Inc. Tax-Sheltered Annuity Plan covers 115 participants in Mississippi, about 31% of the average Mississippi filer (state average ~366 per filing). Assets: $13M.
- #6,290
- in Other Services (7,857 peers)
- +5.0%
- assets growth YoY
Golden Triangle Planning and Development District, Inc. Tax-Sheltered Annuity Plan's mid-pack asset rank among Other Services and all filers
Golden Triangle Planning and Development District, Inc. Tax-Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,090,153 Top 36% higher than 64% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Golden Triangle Planning and Development District, Inc. Tax-Sheltered Annuity 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. Golden Triangle Planning and Development District, Inc. Tax-Sheltered Annuity Plan sits mid-pack in the medium band (115 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Golden Triangle Planning and Development District, Inc. Tax-Sheltered Annuity Plan reported net income rose from -$1M in the plan year 2022 filing to $626K in the plan year 2023 filing.
- Golden Triangle Planning and Development District, Inc. Tax-Sheltered Annuity Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Golden Triangle Planning and Development District, Inc. Tax-Sheltered Annuity Plan reported participants fell from 117 in the plan year 2022 filing to 115 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 640508015 · Golden Triangle Planning and Development District, Inc. PY 2023 · Profit Sharing
Golden Triangle Planning and Development District, Inc. Tax-Sheltered Annuity Plan · $13M · 115 · 64th
- BOOK $13M
- VS-ST 115
- BOY 64th
- SCH Profit Sharing
- EBSA near Kimelman & Baird, LLC Profit Sharing Plan
- PART ind #6290
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 →
Golden Triangle Planning and Development District, Inc. Tax-Sheltered Annuity Plan in the asset neighbourhood
Mississippi filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $626K |
| Employer EIN | 640508015 |
| Plan Effective Date | 1976-06-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Golden Triangle Planning and Development District, Inc.)
Sponsor-wide plan assets over time
All Golden Triangle Planning and Development District, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 11.182779600780464% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 117 | $12M |
| 2023 | 1 | 115 | $13M |
| 2024 | 1 | 104 | $14M |
Nearby Profit Sharing Plans in Mississippi
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- North Mississippi Health Services Employer Savings Plan $335M · 7,302
- Anderson Regional Medical Center Retirement Savings Plan $32M · 1,515
- Belhaven University 403(b) Plan $28M · 332
- Institute of Community Services, Inc. Retirement Plan $20M · 783
- Radiology Associates of Oxford, P.a. Retirement Plan $15M · 6
Golden Triangle Planning and Development District, Inc. Tax-Sheltered Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Mississippi, the nearest Profit Sharing by assets is Kimelman & Baird, LLC Profit Sharing Plan in NY ($13M); by covered participants it is North Platte Physical Therapy Services, Inc. Profit Sharing Plan in WY (115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (115 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.