401(k) · DOL Form 5500 · 2024

Barksdale, Joe and Magee, PLLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
5
Participants Small participant base
32nd
Percentile by assets National rank
$504,256
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Barksdale, Joe and Magee, PLLC Profit Sharing Plan · Sponsored by Barksdale, Joe and Magee, PLLC · Mississippi · Professional & Technical Services

$3M in assets, 5 participants

Barksdale, Joe and Magee, PLLC's Barksdale, Joe and Magee, PLLC Profit Sharing Plan reported $3M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,690 in Professional & Technical Services (20,173 peers)

Barksdale, Joe and Magee, PLLC multi-year trail

Barksdale, Joe and Magee, PLLC's plans moved +21.3% in assets from 2022 to 2024; this filing shows Barksdale, Joe and Magee, PLLC Profit Sharing Plan at $3M / 5 participants.

#5,690
in Professional & Technical Services (20,173 peers)
+19.9%
assets growth YoY

Barksdale, Joe and Magee, PLLC Profit Sharing Plan among the smaller filed plans by assets

Barksdale, Joe and Magee, PLLC Profit Sharing Plan vs every filed plan by assets

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

$2,521,281 32nd percentile higher than 32% 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

Barksdale, Joe and Magee, PLLC Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barksdale, Joe and Magee, PLLC Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Barksdale, Joe and Magee, PLLC Profit Sharing Plan reported net income rose from $24K in the plan year 2023 filing to $418K in the plan year 2024 filing.
  • Barksdale, Joe and Magee, PLLC Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Barksdale, Joe and Magee, PLLC Profit Sharing Plan reported participants fell from 6 in the plan year 2023 filing to 5 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 640887476 · Barksdale, Joe and Magee, PLLC PY 2024 · 401(k)

Barksdale, Joe and Magee, PLLC Profit Sharing Plan · $3M · 5 · 32nd

  • RANK $3M
  • RANK 5
  • RANK 32nd
  • RANK 401(k)
  • RANK near Trilla R. Cajulis, D.D.S., Inc., 401(k) Profit Sharing Plan
  • RANK ind #5690

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 Professional & Technical Services retirement plans → · Plans in Mississippi →

Barksdale, Joe and Magee, PLLC Profit Sharing Plan in the asset neighbourhood

Barksdale, Joe and Magee, PLLC Profit Sharing PlanBarksdale, Joe and Magee, PL…$3MTrilla R. Cajulis, D.D.S., Inc., 401(k) Profit Sharing PlanTrilla R. Cajulis, D.D.S., I…$3MNail Alliance 401(k) Plan$3MWachusett Healthcare 401(k) PlanWachusett Healthcare 401(k) …$3MVogue Recovery Center 401(k) PlanVogue Recovery Center 401(k)…$3M
End-of-year total assets ($M) among Barksdale, Joe and Magee, PLLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Barksdale, Joe and Magee, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Barksdale, Joe and Magee, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 21.273970705090342% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M 202220232024 $2.08M $2.52M ▲ +21.2%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 6 $2M
2024 1 5 $3M

Barksdale, Joe and Magee, PLLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$418K
Employer EIN640887476
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Mississippi

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

Barksdale, Joe and Magee, PLLC Profit Sharing Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Barksdale, Joe and Magee, PLLC Profit Sharing Plan, Total assets ($M): 2.521281 · Participants: 5Barksdale, Joe and Magee, PLLC Profit Sharing 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
Barksdale, Joe and Magee, PLLC Profit Sharing Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Barksdale, Joe and Magee, PLLC Profit Sharing Plan side-by-side with 3 peers →

Barksdale, Joe and Magee, PLLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Trilla R. Cajulis, D.D.S., Inc., 401(k) Profit Sharing Plan in CA ($3M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Barksdale, Joe and Magee, PLLC Profit Sharing Plan assets move in 2024? ▼
Barksdale, Joe and Magee, PLLC Profit Sharing Plan grew sharply - up 19.9% during 2024, from $2M to $3M. Reported net income was $418K.
How have Barksdale, Joe and Magee, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barksdale, Joe and Magee, PLLC's sponsor-wide assets grew 21.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Barksdale, Joe and Magee, PLLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trilla R. Cajulis, D.D.S., Inc., 401(k) Profit Sharing Plan in CA ($3M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Barksdale, Joe and Magee, PLLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 participants, N/A 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 640887476.

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.