Plan5500

Amory, MS Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Amory, MS has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $11,982,042 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Amory

  • 2 loaded plans hold $12M in reported assets across 2 sponsors.
  • The largest, Physicians & Surgeons Clinic Ob/Gyn, Pllc, Profit Sharing Plan, holds 100% of reported Amory plan assets.
  • Plans cover 326 participants — about 163 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12MSummed across loaded plans$11,982,042
Total reported assets$12M$11,982,042
Total reported participants326
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12M total assets
Net assets$12MLiabilities$0
Contributions & income
Employer contributions$586.7K
Participant contributions$444.7K
Total income / additions$2.6M
Expenses & distributions
Benefits paid / distributions$384.7K
Total expenses$431.4K
Net increase / (decrease)$2.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Amory, MS plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Amory market comparison

Largest plan share of assets100%Physicians & Surgeons Clinic Ob/Gyn, Pllc, Profit Sharing Plan
Participants per plan163Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Amory

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Physicians & Surgeons Clinic Ob/Gyn, Pllc, Profit Sharing Plan$12M
    Physicians & Surgeons Clinic Ob/Gyn, Pllc · 2023
  2. 2
    Nautic Star, LLCnot reported in the loaded dataset
    Nauticstar, L.L.C. · 2023

Largest plans in Amory → · Amory plans by participants → · Amory plans with financial data → · Amory plans with provider compensation → · $1B+ plans in Amory →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Amory, MS?
2 plan(s) reported by 2 sponsor(s) are loaded for Amory, MS.

Related Form 5500 pages