Money Purchase
2023 plan-year Money Purchase DOL Form 5500

BOLIVAR COUNTY HEADSTART RETIREMENT PROGRAM

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

BOLIVAR COUNTY COMMUNITY ACTION PROGRAM, INC.

This Money Purchase plan holds $10M in total assets and serves 216 participants as of 2023. It is sponsored by BOLIVAR COUNTY COMMUNITY ACTION PROGRAM, INC. in Mississippi. The plan reported positive net income of $211K for the year.

Total Assets (2023)
$10M
Participants
216
State
Industry
Educational Services

What the Filing Says About BOLIVAR COUNTY HEADSTART RETIREMENT PROGRAM

BOLIVAR COUNTY HEADSTART RETIREMENT PROGRAM is a Money Purchase retirement plan sponsored by BOLIVAR COUNTY COMMUNITY ACTION PROGRAM, INC., headquartered in Mississippi. As of the 2023 Form 5500 filing, the plan reports $10M in total end-of-year assets and covers 216 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 640434535, and the plan has been effective since 1982-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $10M at the beginning of 2023 to $10M at year-end — a gain of 2.1%. Net assets (after liabilities) closed the year at $10M, with reported net income of $211K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$10M
Total Assets (End of Year)$10M
Net Assets (End of Year)$10M
Net Income$211K
Plan TypeMoney Purchase
Employer EIN640434535
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (BOLIVAR COUNTY COMMUNITY ACTION PROGRAM, INC.)

Year Plans Participants Total Assets
2022 1 200 $10M
2023 1 216 $10M
2024 1 260 $10M

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Frequently Asked Questions

How much money is in the BOLIVAR COUNTY HEADSTART RETIREMENT PROGRAM?
As of the 2023 Form 5500 filing, BOLIVAR COUNTY HEADSTART RETIREMENT PROGRAM holds $10M in total assets with 216 participants. It is sponsored by BOLIVAR COUNTY COMMUNITY ACTION PROGRAM, INC..
What type of plan is BOLIVAR COUNTY HEADSTART RETIREMENT PROGRAM?
BOLIVAR COUNTY HEADSTART RETIREMENT PROGRAM is a Money Purchase plan. It has been effective since 1982-01-01. The plan is filed with the U.S. Department of Labor under EIN 640434535.
Who sponsors the BOLIVAR COUNTY HEADSTART RETIREMENT PROGRAM?
BOLIVAR COUNTY HEADSTART RETIREMENT PROGRAM is sponsored by BOLIVAR COUNTY COMMUNITY ACTION PROGRAM, INC., located in Mississippi. The sponsor's EIN is 640434535 and the plan operates in the Educational Services industry.
How did BOLIVAR COUNTY HEADSTART RETIREMENT PROGRAM perform in 2023?
BOLIVAR COUNTY HEADSTART RETIREMENT PROGRAM grew by 2.1% during 2023, moving from $10M to $10M in total assets. Net income was $211K.
Where can I find official filings for BOLIVAR COUNTY HEADSTART RETIREMENT PROGRAM?
Official Form 5500 filings for BOLIVAR COUNTY HEADSTART RETIREMENT PROGRAM are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 640434535 or plan name at efast.dol.gov.
How does BOLIVAR COUNTY HEADSTART RETIREMENT PROGRAM compare to other plans?
You can compare BOLIVAR COUNTY HEADSTART RETIREMENT PROGRAM against other Money Purchase plans on the plan type page, or view plans in Mississippi on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 640434535.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.