Retzer Resources, Inc. 401(k) Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Retzer Resources, Inc. · Mississippi · Food Services & Accommodation
What the 2023 filing shows
Retzer Resources, Inc. 401(k) Plan holds $102K for 1,297 participants — about $79 per participant, down 97.7% over the 2023 plan year.
- $102K
- total plan assets (2023 EOY)
- 1,297
- covered participants
- $79
- avg assets per participant
- -97.7%
- assets change YoY
What the Filing Says About Retzer Resources, Inc. 401(k) Plan
Retzer Resources, Inc. 401(k) Plan is a Profit Sharing retirement plan sponsored by Retzer Resources, Inc., headquartered in Mississippi. As of the 2023 Form 5500 filing, the plan reports $102K in total end-of-year assets and covers 1,297 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 640531354, and the plan has been effective since 2008-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $4M at the beginning of 2023 to $102K at year-end — a decline of 97.7%. Net assets (after liabilities) closed the year at $102K, with reported net income of $579K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $4M |
| Total Assets (End of Year) | $102K |
| Net Assets (End of Year) | $102K |
| Net Income | $579K |
| Plan Type | Profit Sharing |
| Employer EIN | 640531354 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Retzer Resources, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,521 | $4M |
| 2023 | 1 | 1,297 | $102K |
Nearby Profit Sharing Plans in Mississippi
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- North Mississippi Health Services 403(b) Plan $390M · 7,294
- The Taylor Group, Inc. 401(k) Plan $102M · 1,094
- Mississippi Methodist Hospital and Rehabilitation Center Retirement Plan $53M · 756
- King's Daughters Medical Center Retirement Plan $41M · 729
- First National Bankers Bankshares, Inc. 401(k) Plan $35M · 153
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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 640531354.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.