Profit Sharing · DOL Form 5500 · 2023

Golden Triangle Planning and Development District, Inc. Profit Sharing Plan

Data updated 2026-08-11

$13M
Total assets
115
Participants
64th
Percentile by assets
$113,827
Avg per participant
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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.

  • 64th percentile by assets (of 127,072 plans)
  • #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.

$13M
total plan assets (2023 EOY)
115
covered participants
64th
percentile by assets (of 127,072 plans)
$113,827
avg assets per participant

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.

See the national 2022→2023 release diff →

State
Industry

Participants vs Mississippi filers

In Mississippi, the average filing covers about 366 participants across 521 plans. Golden Triangle Planning and Development District, Inc. Tax-Sheltered Annuity Plan reports 115 participants - about 31% of that state average ($13M EOY assets).

Mississippi filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$626K
Employer EIN640508015
Plan Effective Date1976-06-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Golden Triangle Planning and Development District, Inc.)

$12M$12.5M$13M$13.5M$14M 202220232024 $12.5M $13.9M ▲ +11.2%
Total plan assets by year, all Golden Triangle Planning and Development District, Inc. plans on file
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.

Golden Triangle Planning and Development District, Inc. Tax-Sheltered Annuity Plan vs. nearby Profit Sharing plans in Mississippi, assets vs. participants

Golden Triangle Planning and Development District, Inc. Tax-Sheltered Annuity Plan vs. nearby Profit Sharing plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1000100200300400 Total assets ($M) Participants Golden Triangle Plan…North Mississippi He…Anderson Regional Me…Belhaven University …Institute of Communi…Radiology Associates…
Golden Triangle Planning and Development District, Inc. Tax-Sheltered Annuity Plan vs. nearby Profit Sharing plans in Mississippi, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Golden Triangle Planning and Development District, Inc. Tax-Sheltered Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Golden Triangle Planning and Development District, Inc. Tax-Sheltered Annuity Plan assets move in 2023?
Golden Triangle Planning and Development District, Inc. Tax-Sheltered Annuity Plan grew at a solid clip - up 5.0% during 2023, from $12M to $13M. Reported net income was $626K.
How have Golden Triangle Planning and Development District, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Golden Triangle Planning and Development District, Inc.'s sponsor-wide assets grew 11.2%, from $12M to $14M.
Which Profit Sharing plans are similar in size to Golden Triangle Planning and Development District, Inc. Tax-Sheltered Annuity Plan?
Among Profit Sharing plans in other states, the closest by assets is Kimelman & Baird, LLC Profit Sharing Plan in NY ($13M, 7 participants).

Next read for Golden Triangle Planning and Development…

Filing takeaways

Ways to act on Golden Triangle Planning and Development District, Inc. Tax-Sheltered Annuity Plan's numbers.

  • By total assets, Golden Triangle Planning and Development District, Inc. Tax-Sheltered Annuity Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in Mississippi. Compare plans
  • Golden Triangle Planning and Development District, Inc.'s sponsor-wide assets have grown 11.2% since 2022 across 3 plan years on file. More Other Services plans