401(k) · DOL Form 5500 · 2024

Natchez Ford Lincoln Mercury, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 111
Participants Small participant base: 27th
Percentile by assets National rank: $14,530
Avg per participant Low balance/head

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Official DOL plan name: Natchez Ford 401(k) Plan · Sponsored by Natchez Ford Lincoln Mercury, Inc. · Mississippi · Retail Trade

$2M in assets, 111 participants

Natchez Ford Lincoln Mercury, Inc.'s Natchez Ford 401(k) Plan reported $2M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

#3,219 in Retail Trade (8,048 peers)

Coverage in Mississippi

Natchez Ford 401(k) Plan covers 111 participants in Mississippi, about 30% of the average Mississippi filer (state average ~366 per filing). Assets: $2M.

#3,219
in Retail Trade (8,048 peers): +9.4%
assets growth YoY

Natchez Ford 401(k) Plan among the smaller filed plans by assets

Natchez Ford 401(k) Plan vs every filed plan by assets

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

$1,612,862 27th percentile higher than 27% 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

Natchez Ford 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Natchez Ford 401(k) Plan sits mid-pack in the medium band (111 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Natchez Ford 401(k) Plan reported net income fell from $175K in the plan year 2023 filing to $138K in the plan year 2024 filing.
Natchez Ford 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Natchez Ford 401(k) Plan reported participants fell from 114 in the plan year 2023 filing to 111 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 640798235 · Natchez Ford Lincoln Mercury, Inc. PY 2024 · 401(k)

Natchez Ford 401(k) Plan · $2M · 111 · 27th

NET $2M
NET 111
NET 27th
NET 401(k)
NET near Alterra Advisors 401(k) Plan
NET ind #3219

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 Retail Trade retirement plans → · Plans in Mississippi →

End-of-year total assets ($M) among Natchez Ford 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mississippi filing particulars

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$138K
Employer EIN	640798235
Plan Effective Date	1998-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Natchez Ford Lincoln Mercury, Inc.)

Latest sponsor-wide plan assets: $2M 24.13190663065789% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	106	$1M
2023	1	114	$1M
2024	1	111	$2M

Nearby 401(k) Plans in Mississippi

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

Natchez Ford 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants

Cadence 401(k) Profit-Sharing Plan $817M · 6,117
Ergon 401(k) Plan $771M · 3,508
V2x 401(k) Retirement Plan $644M · 6,644
Hancock Whitney Corporation 401(k) Savings Plan $608M · 3,561
Southern Farm Bureau and Adopting Companies 401(k) Plan $528M · 2,689

Compare Natchez Ford 401(k) Plan side-by-side with 3 peers →

Natchez Ford 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Alterra Advisors 401(k) Plan in WA ($2M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Alterra Advisors 401(k) Plan (WA) $2M · 12
Rek Partners, Inc. 401(k)Plan (OH) $2M · 8
Elk Lake Resort & Marina, Inc. 401(k) Plan (OR) $2M · 14
Abc Supply Company Union Employees' Savings & Retirement Plan (WI) $2M · 28

Similar participant headcount

Nearest other-state filings by covered participants (111 participants); asset peers above are excluded.

R.N. Industries Trucking, Inc. Profit Sharing Plan (UT) 111 · 0 off
Freedom Homecare Inc 401(k) Profit Sharing Plan & Trust (IL) 111 · 0 off
Boettcher-Hlavinka 401(k) Plan (TX) 111 · 0 off
Architectural Glass & Metal 401(k) Plan (IN) 111 · 0 off

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 Natchez Ford 401(k) Plan assets move in 2024? ▼

Natchez Ford 401(k) Plan grew at a solid clip - up 9.4% during 2024, from $1M to $2M. Reported net income was $138K.

How have Natchez Ford Lincoln Mercury, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Natchez Ford Lincoln Mercury, Inc.'s sponsor-wide assets grew 24.1%, from $1M to $2M.

Which 401(k) plans are similar in size to Natchez Ford 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Alterra Advisors 401(k) Plan in WA ($2M, 12 participants).

Which 401(k) plans cover a similar participant headcount to Natchez Ford 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants, $2M 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 640798235.