Plan5500

Blue Mountain, 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, Blue Mountain, MS has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $3,202,418 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
1
Latest filing year
2023

What stands out in Blue Mountain

  • 2 loaded plans hold $3.2M in reported assets across 1 sponsors.
  • The largest, Big M Transportation 401(K) Plan, holds 100% of reported Blue Mountain plan assets.
  • Plans cover 798 participants — about 399 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$3.2MSummed across loaded plans$3,202,418
Total reported assets$3.2M$3,202,418
Total reported participants798
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.2M total assets
Net assets$3.2MLiabilities$0
Contributions & income
Employer contributions$197.9K
Participant contributions$1.2M
Total income / additions$1.8M
Expenses & distributions
Benefits paid / distributions$521.2K
Total expenses$579K
Net increase / (decrease)$1.2M

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 Blue Mountain, 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

Blue Mountain market comparison

Largest plan share of assets100%Big M Transportation 401(K) Plan
Participants per plan399Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Blue Mountain

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

  1. 1
    Big M Transportation 401(K) Plan$3.2M
    Big M Transportation, Inc. · 2023
  2. 2
    Big M Transporation, Inc. 6341 B Highway 15 Blue Mountain, Ms 38610not reported in the loaded dataset
    Big M Transportation Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Blue Mountain, MS?
2 plan(s) reported by 1 sponsor(s) are loaded for Blue Mountain, MS.

Related Form 5500 pages