401(k) · DOL Form 5500 · 2023

Jackson Heart Clinic, P.a. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
101
Participants Small participant base
82nd
Percentile by assets National rank
$364,863
Avg per participant High balance/head
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Official DOL plan name: Jackson Heart Clinic, P.a. 401(k) Plan · Sponsored by Jackson Heart Clinic, P.a. · Mississippi · Healthcare & Social Assistance

$37M in assets, 101 participants

Jackson Heart Clinic, P.a.'s Jackson Heart Clinic, P.a. 401(k) Plan reported $37M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,985 in Healthcare & Social Assistance (17,684 peers)

Coverage in Mississippi

Jackson Heart Clinic, P.a. 401(k) Plan covers 101 participants in Mississippi, about 28% of the average Mississippi filer (state average ~366 per filing). Assets: $37M.

#14,985
in Healthcare & Social Assistance (17,684 peers)
+8.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Jackson Heart Clinic, P.a. 401(k) Plan's outsized position by total assets

Jackson Heart Clinic, P.a. 401(k) Plan vs every filed plan by assets

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

$36,851,180 Top 18% higher than 82% 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

Jackson Heart Clinic, P.a. 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. Jackson Heart Clinic, P.a. 401(k) Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jackson Heart Clinic, P.a. 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Jackson Heart Clinic, P.a. 401(k) Plan reported participants fell from 111 in the plan year 2022 filing to 101 in the plan year 2023 filing.
  • Jackson Heart Clinic, P.a. 401(k) Plan end-of-year assets rose from $34M in the plan year 2022 filing to $37M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 640528954 · Jackson Heart Clinic, P.a. PY 2023 · 401(k)

Jackson Heart Clinic, P.a. 401(k) Plan · $37M · 101 · 82nd

  • EOY $37M
  • EOY 101
  • EOY 82nd
  • EOY 401(k)
  • EOY near Tippmann Group Employees 401(k) Plan
  • EOY ind #14985

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 →

Jackson Heart Clinic, P.a. 401(k) Plan in the asset neighbourhood

Jackson Heart Clinic, P.a. 401(k) PlanJackson Heart Clinic, P.a. 4…$37MTippmann Group Employees 401(k) PlanTippmann Group Employees 401…$37MElliott-Lewis Corporation 401(k) Savings PlanElliott-Lewis Corporation 40…$37MAdvario North American LLC Defined Contribution Retirement PlanAdvario North American LLC D…$37MAltais Health Solutions 401(k) PlanAltais Health Solutions 401(…$37M
End-of-year total assets ($M) among Jackson Heart Clinic, P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mississippi filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$37M
Net Income$3M
Employer EIN640528954
Plan Effective Date1973-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jackson Heart Clinic, P.a.)

Sponsor-wide plan assets over time

All Jackson Heart Clinic, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 24.063484626150476% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34M $42.1M ▲ +24.1%
Year Plans Participants Total Assets
2022 1 111 $34M
2023 1 101 $37M
2024 1 119 $42M

Nearby 401(k) Plans in Mississippi

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

Jackson Heart Clinic, P.a. 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Jackson Heart Clinic, P.a. 401(k) Plan, Total assets ($M): 36.85118 · Participants: 101Jackson Heart Clinic, P.a. 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
Jackson Heart Clinic, P.a. 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Jackson Heart Clinic, P.a. 401(k) Plan side-by-side with 3 peers →

Jackson Heart Clinic, P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Tippmann Group Employees 401(k) Plan in IN ($37M); by covered participants it is Biocept, Inc. 401(k) Plan in NJ (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Jackson Heart Clinic, P.a. 401(k) Plan assets move in 2023? ▼
Jackson Heart Clinic, P.a. 401(k) Plan grew at a solid clip - up 8.5% during 2023, from $34M to $37M. Reported net income was $3M.
How have Jackson Heart Clinic, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jackson Heart Clinic, P.a.'s sponsor-wide assets grew 24.1%, from $34M to $42M.
Where does Jackson Heart Clinic, P.a. 401(k) Plan rank by assets among Form 5500 filers? ▼
Jackson Heart Clinic, P.a. 401(k) Plan ranks in the 82nd 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 Jackson Heart Clinic, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tippmann Group Employees 401(k) Plan in IN ($37M, 1,133 participants).
Which 401(k) plans cover a similar participant headcount to Jackson Heart Clinic, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Biocept, Inc. 401(k) Plan in NJ (101 participants, N/A 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 640528954.

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.