401(k) · DOL Form 5500 · 2024

Watkins, Ward & Stafford, PLLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
125
Participants Small participant base
74th
Percentile by assets National rank
$199,781
Avg per participant Above avg balance/head
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Official DOL plan name: Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan · Sponsored by Watkins, Ward & Stafford, PLLC · Mississippi · Professional & Technical Services

$25M in assets, 125 participants

Watkins, Ward & Stafford, PLLC's Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan reported $25M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #14,944 in Professional & Technical Services (20,173 peers)

Coverage in Mississippi

Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan covers 125 participants in Mississippi, about 34% of the average Mississippi filer (state average ~366 per filing). Assets: $25M.

#14,944
in Professional & Technical Services (20,173 peers)
+14.7%
assets growth YoY

Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan's outsized position by total assets

Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan vs every filed plan by assets

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

$24,972,670 Top 26% higher than 74% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Watkins, Ward & Stafford, PLLC 401(k) Salary Savings 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. Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan end-of-year assets rose from $22M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan reported participants rose from 120 in the plan year 2023 filing to 125 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 640394922 · Watkins, Ward & Stafford, PLLC PY 2024 · 401(k)

Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan · $25M · 125 · 74th

  • TYPE $25M
  • TYPE 125
  • TYPE 74th
  • TYPE 401(k)
  • TYPE near Pennakem Employees' Savings Plan
  • TYPE ind #14944

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 →

Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan in the asset neighbourhood

Yates Insurance Agency, Inc. Profit Sharing PlanYates Insurance Agency, Inc.…$25MWatkins, Ward & Stafford, PLLC 401(k) Salary Savings PlanWatkins, Ward & Stafford, PL…$25MPennakem Employees' Savings PlanPennakem Employees' Savings …$25MThomas Howell Ferguson, P.a. 401(k) PlanThomas Howell Ferguson, P.a.…$25MMarkey's Audio-Visual 401(k) PlanMarkey's Audio-Visual 401(k)…$25M
End-of-year total assets ($M) among Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mississippi filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN640394922
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Watkins, Ward & Stafford, PLLC)

Sponsor-wide plan assets over time

All Watkins, Ward & Stafford, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 37.60251517336697% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.2M $25M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 103 $18M
2023 1 120 $22M
2024 1 125 $25M

Nearby 401(k) Plans in Mississippi

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

Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan, Total assets ($M): 24.97267 · Participants: 125Watkins, Ward & Stafford, PLLC 401(k) Salary Savings PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 817.14825 · Participants: 6117Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 770.769507 · Participants: 3508Ergon 401(k) PlanV2x 401(k) Retirement Plan, Total assets ($M): 644.420569 · Participants: 6644V2x 401(k) Retirement PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 607.648166 · Participants: 3561Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 528.338892 · Participants: 2689Southern Farm Bureau and Adopting Companies 401(k) Plan
Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan side-by-side with 3 peers →

Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Pennakem Employees' Savings Plan in TN ($25M); by covered participants it is Portland Forge Interim Manufacturing Plan in IN (125 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (125 participants); asset peers above are excluded.

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 Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan assets move in 2024? ▼
Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan grew at a solid clip - up 14.7% during 2024, from $22M to $25M. Reported net income was $3M.
How have Watkins, Ward & Stafford, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Watkins, Ward & Stafford, PLLC's sponsor-wide assets grew 37.6%, from $18M to $25M.
Which 401(k) plans are similar in size to Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pennakem Employees' Savings Plan in TN ($25M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Portland Forge Interim Manufacturing Plan in IN (125 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 640394922.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.