Money Purchase · DOL Form 5500 · 2024
The Ms Group Money Purchase Plan
Data updated 2026-08-11
- $134K
- Total assets
- 3
- Participants
- 8th
- Percentile by assets
- $44,603
- Avg per participant
Official DOL plan name: The Ms Group Money Purchase Plan and Trust · Sponsored by The Ms Group · Mississippi · Professional & Technical Services
$134K in assets, 3 participants
The Ms Group's The Ms Group Money Purchase Plan and Trust reported $134K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 8th 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.
- 8th percentile by assets (of 123,622 plans)
- #1,315 in Professional & Technical Services (20,173 peers)
The Ms Group multi-year trail
The Ms Group's plans moved +17.9% in assets from 2022 to 2024; this filing shows The Ms Group Money Purchase Plan and Trust at $134K / 3 participants.
- $134K
- total plan assets (2024 EOY)
- 3
- covered participants
- 8th
- percentile by assets (of 123,622 plans)
- $44,603
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Ms Group Money Purchase Plan and Trust reported net income fell from $14K in the plan year 2023 filing to $7K in the plan year 2024 filing.
- The Ms Group Money Purchase Plan and Trust end-of-year assets rose from $127K in the plan year 2023 filing to $134K in the plan year 2024 filing.
The Ms Group across 3 plan years on file
Across the 3 plan years The Ms Group has on file (2022-2024), sponsor-wide plan assets have moved from $114K to $134K, a gain of 17.9%, while reported participants moved from 3 to 3 (+0.0%). Peak year by sponsor assets: 2024 ($134K); trough: 2022 ($114K).
The Ms Group multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $114K |
| 2023 | 1 | 3 | $127K |
| 2024 | 1 | 3 | $134K |
The Ms Group filing trail (2024)
| Total Assets (Beginning of Year) | $127K |
|---|---|
| Net Assets (End of Year) | $134K |
| Net Income | $7K |
| Employer EIN | 640822610 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Mississippi
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
The Ms Group Money Purchase Plan and Trust vs. nearby Money Purchase plans in Mississippi, assets vs. participants
- IBEW Local 480 Pension Plan $123M · 516
- Southern Mississippi Planning and Development District Defined Contribution Pension Plan $11M · 143
- Bolivar County Headstart Retirement Program $10M · 260
- Gsc-Ila Defined Contribution Plan $2M · 232
- Panama City Employers-Ala Local Number 1482 Money Purchase Pension Plan $182K · 31
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to The Ms Group Money Purchase Plan and Trust by total assets, not by location.
- Phoenix Retirement Plan (PR) $133K · 2
- Teaneck Federal Credit Union Pension Plan (NJ) $135K · 1
- Retirement Plan of Richard P. Mellon 1965 Trust (PA) $135K · 6
- Laboratorio Clinico Loiza Valley, Inc. Retirement Plan (PR) $136K · 9
Frequently Asked Questions
How did The Ms Group Money Purchase Plan and Trust assets move in 2024? ▼
How have The Ms Group plan assets changed over time? ▼
Where does The Ms Group Money Purchase Plan and Trust rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to The Ms Group Money Purchase Plan and Trust? ▼
Next read for The Ms Group Money Purchase Plan and Tru…
Multi-year trail
Ways to act on The Ms Group Money Purchase Plan and Trust's numbers.
- By total assets, The Ms Group Money Purchase Plan and Trust ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Mississippi. Compare plans
- The Ms Group's sponsor-wide assets have grown 17.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans