401(k) · DOL Form 5500 · 2024

Joseph J. Chappell Jr., Md, PA. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
30
Participants Small participant base
38th
Percentile by assets National rank
$131,369
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tupelo Eye Clinic 401(k) Plan · Sponsored by Joseph J. Chappell Jr., Md, PA. · Mississippi · Healthcare & Social Assistance

$4M in assets, 30 participants

Joseph J. Chappell Jr., Md, PA.'s Tupelo Eye Clinic 401(k) Plan reported $4M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #6,701 in Healthcare & Social Assistance (16,916 peers)

Joseph J. Chappell Jr., Md, PA. multi-year trail

Joseph J. Chappell Jr., Md, PA.'s plans moved +54.6% in assets from 2022 to 2024; this filing shows Tupelo Eye Clinic 401(k) Plan at $4M / 30 participants.

#6,701
in Healthcare & Social Assistance (16,916 peers)
+19.7%
assets growth YoY

Tupelo Eye Clinic 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Tupelo Eye Clinic 401(k) Plan vs every filed plan by assets

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

$3,941,077 38th percentile higher than 38% 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

Tupelo Eye Clinic 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tupelo Eye Clinic 401(k) Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tupelo Eye Clinic 401(k) Plan reported participants rose from 17 in the plan year 2023 filing to 30 in the plan year 2024 filing.
  • Tupelo Eye Clinic 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Tupelo Eye Clinic 401(k) Plan reported net income fell from $744K in the plan year 2023 filing to $648K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 640664448 · Joseph J. Chappell Jr., Md, PA. PY 2024 · 401(k)

Tupelo Eye Clinic 401(k) Plan · $4M · 30 · 38th

  • EOY $4M
  • EOY 30
  • EOY 38th
  • EOY 401(k)
  • EOY near Bedford Commons Periodontics PA Profit Sharing Plan
  • EOY ind #6701

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 →

Tupelo Eye Clinic 401(k) Plan in the asset neighbourhood

Tupelo Eye Clinic 401(k) Plan$4MBedford Commons Periodontics PA Profit Sharing PlanBedford Commons Periodontics…$4MIRA Green Inc 401 (K) Profit Sharing Plan & TrustIRA Green Inc 401 (K) Profit…$4MBowlin Travel Centers, Inc. 401(k) Profit Sharing PlanBowlin Travel Centers, Inc. …$4MEnhance Management 401(k) PlanEnhance Management 401(k) Pl…$4M
End-of-year total assets ($M) among Tupelo Eye Clinic 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Joseph J. Chappell Jr., Md, PA. multi-year asset trail

Sponsor-wide plan assets over time

All Joseph J. Chappell Jr., Md, PA. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 54.600601993018195% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.55M $3.94M ▲ +54.5%
Year Plans Participants Total Assets
2022 1 16 $3M
2023 1 17 $3M
2024 1 30 $4M

Joseph J. Chappell Jr., Md, PA. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$648K
Employer EIN640664448
Plan Effective Date2000-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Mississippi

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

Tupelo Eye Clinic 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Tupelo Eye Clinic 401(k) Plan, Total assets ($M): 3.941077 · Participants: 30Tupelo Eye Clinic 401(k) PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 817.14825 · Participants: 6117Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 770.769507 · Participants: 3508Ergon 401(k) PlanV2x 401(k) Retirement Plan, Total assets ($M): 644.420569 · Participants: 6644V2x 401(k) Retirement PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 607.648166 · Participants: 3561Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 528.338892 · Participants: 2689Southern Farm Bureau and Adopting Companies 401(k) Plan
Tupelo Eye Clinic 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Tupelo Eye Clinic 401(k) Plan side-by-side with 3 peers →

Tupelo Eye Clinic 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Bedford Commons Periodontics PA Profit Sharing Plan in NH ($4M); by covered participants it is Katy Ivy Kids Inc. 401(k) Plan in TX (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Tupelo Eye Clinic 401(k) Plan assets move in 2024? ▼
Tupelo Eye Clinic 401(k) Plan grew sharply - up 19.7% during 2024, from $3M to $4M. Reported net income was $648K.
How have Joseph J. Chappell Jr., Md, PA. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joseph J. Chappell Jr., Md, PA.'s sponsor-wide assets grew 54.6%, from $3M to $4M.
Which 401(k) plans are similar in size to Tupelo Eye Clinic 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bedford Commons Periodontics PA Profit Sharing Plan in NH ($4M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Tupelo Eye Clinic 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Katy Ivy Kids Inc. 401(k) Plan in TX (30 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 640664448.

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.