401(k) · DOL Form 5500 · 2024

Jackson Heart Clinic, P.a. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
119
Participants Small participant base
82nd
Percentile by assets National rank
$354,049
Avg per participant High balance/head
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Official DOL plan name: Jackson Heart Clinic, P.a. 401(k) Plan · Sponsored by Jackson Heart Clinic, P.a. · Mississippi · Healthcare & Social Assistance

$42M in assets, 119 participants

Jackson Heart Clinic, P.a.'s Jackson Heart Clinic, P.a. 401(k) Plan reported $42M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,321 in Healthcare & Social Assistance (16,916 peers)

Coverage in Mississippi

Jackson Heart Clinic, P.a. 401(k) Plan covers 119 participants in Mississippi, about 32% of the average Mississippi filer (state average ~366 per filing). Assets: $42M.

#14,321
in Healthcare & Social Assistance (16,916 peers)
+14.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Jackson Heart Clinic, P.a. 401(k) Plan's outsized position by total assets

Jackson Heart Clinic, P.a. 401(k) Plan vs every filed plan by assets

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

$42,131,844 Top 18% higher than 82% 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

Jackson Heart Clinic, P.a. 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. Jackson Heart Clinic, P.a. 401(k) Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jackson Heart Clinic, P.a. 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Jackson Heart Clinic, P.a. 401(k) Plan reported participants rose from 101 in the plan year 2023 filing to 119 in the plan year 2024 filing.
  • Jackson Heart Clinic, P.a. 401(k) Plan end-of-year assets rose from $37M in the plan year 2023 filing to $42M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 640528954 · Jackson Heart Clinic, P.a. PY 2024 · 401(k)

Jackson Heart Clinic, P.a. 401(k) Plan · $42M · 119 · 82nd

  • ASSETS $42M
  • ASSETS 119
  • ASSETS 82nd
  • ASSETS 401(k)
  • ASSETS near Smithers-Oasis Company Retirement Savings Plan
  • ASSETS ind #14321

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 →

Jackson Heart Clinic, P.a. 401(k) Plan in the asset neighbourhood

Jackson Heart Clinic, P.a. 401(k) PlanJackson Heart Clinic, P.a. 4…$42MSmithers-Oasis Company Retirement Savings PlanSmithers-Oasis Company Retir…$42MI.a.T.S.E. Local 11 Section 401(k) PlanI.a.T.S.E. Local 11 Section …$42MRevolution Medicines, Inc. 401(k) Savings PlanRevolution Medicines, Inc. 4…$42MPiston Group 401(k) Plan$42M
End-of-year total assets ($M) among Jackson Heart Clinic, P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mississippi filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$42M
Net Income$5M
Employer EIN640528954
Plan Effective Date1973-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jackson Heart Clinic, P.a.)

Sponsor-wide plan assets over time

All Jackson Heart Clinic, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 24.063484626150476% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34M $42.1M ▲ +24.1%
Year Plans Participants Total Assets
2022 1 111 $34M
2023 1 101 $37M
2024 1 119 $42M

Nearby 401(k) Plans in Mississippi

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

Jackson Heart Clinic, P.a. 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 02004006008001000 Total assets ($M) Participants Jackson Heart Clinic, P.a. 401(k) Plan, Total assets ($M): 42.131844 · Participants: 119Jackson Heart Clinic, P.a. 401(k) 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
Jackson Heart Clinic, P.a. 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Jackson Heart Clinic, P.a. 401(k) Plan side-by-side with 3 peers →

Jackson Heart Clinic, P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Smithers-Oasis Company Retirement Savings Plan in OH ($42M); by covered participants it is Culy Contracting LLC Retirement Savings Plan in IN (119 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Jackson Heart Clinic, P.a. 401(k) Plan assets move in 2024? ▼
Jackson Heart Clinic, P.a. 401(k) Plan grew at a solid clip - up 14.3% during 2024, from $37M to $42M. Reported net income was $5M.
How have Jackson Heart Clinic, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jackson Heart Clinic, P.a.'s sponsor-wide assets grew 24.1%, from $34M to $42M.
Where does Jackson Heart Clinic, P.a. 401(k) Plan rank by assets among Form 5500 filers? ▼
Jackson Heart Clinic, P.a. 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jackson Heart Clinic, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smithers-Oasis Company Retirement Savings Plan in OH ($42M, 257 participants).
Which 401(k) plans cover a similar participant headcount to Jackson Heart Clinic, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Culy Contracting LLC Retirement Savings Plan in IN (119 participants, N/A 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 640528954.

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.