401(k) · DOL Form 5500 · 2024
Magnolia Orthopaedics & Sports Medicine Clinic 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $449,116
- Avg per participant High balance/head
Official DOL plan name: Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) Plan · Sponsored by Magnolia Orthopaedics & Sports Medicine Clinic · Mississippi · Healthcare & Social Assistance
$9M in assets, 20 participants
Magnolia Orthopaedics & Sports Medicine Clinic's Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) Plan reported $9M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.
- #9,924 in Healthcare & Social Assistance (16,916 peers)
Magnolia Orthopaedics & Sports Medicine Clinic multi-year trail
Magnolia Orthopaedics & Sports Medicine Clinic's plans moved +12.5% in assets from 2022 to 2024; this filing shows Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) Plan at $9M / 20 participants.
- #9,924
- in Healthcare & Social Assistance (16,916 peers)
- +16.1%
- assets growth YoY
Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,982,322 Top 47% higher than 53% 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
Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) Plan is a small filing (20 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) Plan reported net income rose from -$249K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) Plan reported participants fell from 23 in the plan year 2023 filing to 20 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 640846443 · Magnolia Orthopaedics & Sports Medicine Clinic PY 2024 · 401(k)
Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) Plan · $9M · 20 · 53rd
- 5500 $9M
- 5500 20
- 5500 53rd
- 5500 401(k)
- 5500 near Goodwill Industries of Fort Worth 401(k) Plan
- 5500 ind #9924
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 Healthcare & Social Assistance retirement plans → · Plans in Mississippi →
Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) Plan in the asset neighbourhood
Magnolia Orthopaedics & Sports Medicine Clinic multi-year asset trail
Sponsor-wide plan assets over time
All Magnolia Orthopaedics & Sports Medicine Clinic plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 12.487717838519915% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 22 | $8M |
| 2023 | 1 | 23 | $8M |
| 2024 | 1 | 20 | $9M |
Magnolia Orthopaedics & Sports Medicine Clinic filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 640846443 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Mississippi
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Mississippi, the nearest 401(k) by assets is Goodwill Industries of Fort Worth 401(k) Plan in TX ($9M); by covered participants it is Aae 401(k) Retirement Plan in MN (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Goodwill Industries of Fort Worth 401(k) Plan (TX) $9M · 425
- Co-Op 401(k) Plan (WI) $9M · 94
- The Thornhill Companies 401(k) Plan (CA) $9M · 134
- Recode Therapeutics 401(k) Plan (CA) $9M · 123
Similar participant headcount
Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.
- Aae 401(k) Retirement Plan (MN) 20 · 0 off
- Pips & Bounce, Inc. 401(k) Profit Sharing Plan (OR) 20 · 0 off
- Aspects Holdings, Inc. 401(k) Plan (AL) 20 · 0 off
- Northwest Analytics, Inc. 401(k) Plan (OR) 20 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.