Money Purchase · DOL Form 5500 · 2024
The Ms Group Money Purchase Plan
Data updated 2026-08-25
- $134K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $44,603
- Avg per participant Low balance/head
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.
- #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.
- #1,315
- in Professional & Technical Services (20,173 peers)
- +5.3%
- assets growth YoY
The Ms Group Money Purchase Plan and Trust among the smaller filed plans by assets
The Ms Group Money Purchase Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$133,810 8th percentile higher than 8% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Ms Group Money Purchase Plan and 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. The Ms Group Money Purchase Plan and Trust is a micro filing (3 participants), the leftmost band.
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.
DOL schedule card
Filing strip 640822610 · The Ms Group PY 2024 · Money Purchase
The Ms Group Money Purchase Plan and Trust · $134K · 3 · 8th
- TYPE $134K
- NET 3
- BOOK 8th
- VS-ST Money Purchase
- BOY near Phoenix Retirement Plan
- SCH ind #1315
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 →
The Ms Group Money Purchase Plan and Trust in the asset neighbourhood
The Ms Group multi-year asset trail
Sponsor-wide plan assets over time
All The Ms Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $134K 17.854815127974774% vs 2022
- 2024 filing year
| 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.
- 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
The Ms Group Money Purchase Plan and Trust's out-of-state Money Purchase peers by assets and headcount
Outside Mississippi, the nearest Money Purchase by assets is Phoenix Retirement Plan in PR ($133K); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($134K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Ansonics Profit Sharing Plan (OR) 3 · 0 off
- Jim G. Taylor, O.D., P.C. Profit Sharing Plan (TN) 3 · 0 off
- Software Plus Money Purchase (MI) 3 · 0 off
- Software Plus P-S Plan (MI) 3 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.