Money Purchase · DOL Form 5500 · 2024

J Keith Mitchell Md Money Purchase Plan

Data updated 2026-08-25

$359K
Total assets Small plan by assets
4
Participants Small participant base
15th
Percentile by assets National rank
$89,851
Avg per participant Below avg balance/head
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Official DOL plan name: J Keith Mitchell Md Money Purchase Plan & Trust · Sponsored by J Keith Mitchell Md · Arkansas · Healthcare & Social Assistance

$359K in assets, 4 participants

J Keith Mitchell Md's J Keith Mitchell Md Money Purchase Plan & Trust reported $359K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,803 in Healthcare & Social Assistance (16,916 peers)

J Keith Mitchell Md multi-year trail

J Keith Mitchell Md's plans moved +21.3% in assets from 2022 to 2024; this filing shows J Keith Mitchell Md Money Purchase Plan & Trust at $359K / 4 participants.

#1,803
in Healthcare & Social Assistance (16,916 peers)
+9.9%
assets growth YoY

J Keith Mitchell Md Money Purchase Plan & Trust among the smaller filed plans by assets

J Keith Mitchell Md Money Purchase Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$359,403 15th percentile higher than 15% of 123,620 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 2024

J Keith Mitchell Md Money Purchase Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J Keith Mitchell Md Money Purchase Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J Keith Mitchell Md Money Purchase Plan & Trust reported participants fell from 5 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • J Keith Mitchell Md Money Purchase Plan & Trust end-of-year assets rose from $327K in the plan year 2023 filing to $359K in the plan year 2024 filing.
  • J Keith Mitchell Md Money Purchase Plan & Trust reported net income rose from $31K in the plan year 2023 filing to $32K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 710759609 · J Keith Mitchell Md PY 2024 · Money Purchase

J Keith Mitchell Md Money Purchase Plan & Trust · $359K · 4 · 15th

  • IND $359K
  • IND 4
  • IND 15th
  • IND Money Purchase
  • IND near Rivera-Ponce Retirement Plan
  • IND ind #1803

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 Arkansas →

J Keith Mitchell Md Money Purchase Plan & Trust in the asset neighbourhood

J Keith Mitchell Md Money Purchase Plan & TrustJ Keith Mitchell Md Money Pu…$359KRivera-Ponce Retirement Plan$363KDr. Benjamin Medina Profit Sharing & Money Purchase PlanDr. Benjamin Medina Profit S…$363KUfcw-Cannabis Industry Individual Account PlanUfcw-Cannabis Industry Indiv…$363KAtlantic Sales Inc Profit Sharing and Money Purchase PlanAtlantic Sales Inc Profit Sh…$364K
End-of-year total assets ($M) among J Keith Mitchell Md Money Purchase Plan & Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

J Keith Mitchell Md multi-year asset trail

Sponsor-wide plan assets over time

All J Keith Mitchell Md plans reported in each filing year

Latest sponsor-wide plan assets
$359K 21.254436512327768% vs 2022
2024 filing year
$0.28M$0.3M$0.32M$0.34M$0.36M$0.38M 202220232024 $0.3M $0.36M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 4 $296K
2023 1 5 $327K
2024 1 4 $359K

J Keith Mitchell Md filing trail (2024)

Total Assets (Beginning of Year)$327K
Net Assets (End of Year)$359K
Net Income$32K
Employer EIN710759609
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Arkansas

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

J Keith Mitchell Md Money Purchase Plan & Trust vs. nearby Money Purchase plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400 Total assets ($M) Participants J Keith Mitchell Md Money Purchase Plan & Trust, Total assets ($M): 0.359403 · Participants: 4J Keith Mitchell Md Money Purchase Plan & TrustArkansas Chapter NECA-IBEW Retirement Plan, Total assets ($M): 303.235858 · Participants: 1529Arkansas Chapter NECA-IBEW Retirement PlanUnity Health Retirement Plan, Total assets ($M): 75.27578 · Participants: 1736Unity Health Retirement PlanMississippi County Arkansas Economic Opportunity Commission, Inc. Pension, Total assets ($M): 6.156244 · Participants: 300Mississippi County Arkansas Economic Opportunity Commission, Inc. PensionSelected Funeral and Life Insurance Company Money Purchase Plan, Total assets ($M): 3.322857 · Participants: 32Selected Funeral and Life Insurance Company Money Purchase PlanJeral Wayman Hastings, Total assets ($M): 1.282522 · Participants: 2Jeral Wayman Hastings
J Keith Mitchell Md Money Purchase Plan & Trust vs. nearby Money Purchase plans in Arkansas, assets vs. participants

J Keith Mitchell Md Money Purchase Plan & Trust's out-of-state Money Purchase peers by assets and headcount

Outside Arkansas, the nearest Money Purchase by assets is Rivera-Ponce Retirement Plan in PR ($363K); by covered participants it is Linas a Sidrys Md in IL (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did J Keith Mitchell Md Money Purchase Plan & Trust assets move in 2024?
J Keith Mitchell Md Money Purchase Plan & Trust grew at a solid clip - up 9.9% during 2024, from $327K to $359K. Reported net income was $32K.
How have J Keith Mitchell Md plan assets changed over time?
Across 3 plan years on file (2022-2024), J Keith Mitchell Md's sponsor-wide assets grew 21.3%, from $296K to $359K.
Where does J Keith Mitchell Md Money Purchase Plan & Trust rank by assets among Form 5500 filers?
J Keith Mitchell Md Money Purchase Plan & Trust ranks in the 15th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to J Keith Mitchell Md Money Purchase Plan & Trust?
Among Money Purchase plans in other states, the closest by assets is Rivera-Ponce Retirement Plan in PR ($363K, 4 participants).
Which Money Purchase plans cover a similar participant headcount to J Keith Mitchell Md Money Purchase Plan & Trust?
Among Money Purchase plans in other states, the closest by covered participants is Linas a Sidrys Md in IL (4 participants, $6M in assets).