Brookhaven, 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, Brookhaven, MS has 8 loaded benefit plan(s) reported by 5 plan sponsor(s), with $44,536,779 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 8
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $44,536,779
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $44,536,779
Contributions & income
- Employer contributions
- $1,277,630
- Participant contributions
- $2,135,453
- Total income / additions
- $11,864,949
Expenses & distributions
- Benefits paid / distributions
- $6,999,508
- Total expenses
- $7,199,711
- Net increase / (decrease)
- $4,665,238
Coverage
- Total reported participants
- 2,219
- Plans with financial statements
- 4
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Brookhaven, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| King'S Daughters Medical Center Retirement Plan | King'S Daughters Medical Center | $40,612,029 | 2023 |
| Hurst Review Services, Inc. 401(K) Plan | Hurst Review Services, Inc. | $3,518,441 | 2023 |
| Bank Of Brookhaven Employee Stock Ownership Plan | Bank Of Brookhaven | $282,793 | 2023 |
| Endeavor Holdings, Inc. 401(K) Profit Sharing Plan | Endeavor Holdings, Inc. | $123,516 | 2023 |
| King'S Daughters Medical Center Health & Welfare Benefits Plan | Kings Daughters Medical Center | not reported in the loaded dataset | 2023 |
| Kdmc Group Life | King'S Daughters Medical Center | not reported in the loaded dataset | 2023 |
| Lincoln National Life Insurance Voluntary Life | King'S Daughters Medical Center | not reported in the loaded dataset | 2023 |
| Dickerson & Bowen, Inc Welfare Benefit Plan | Dickerson & Bowen, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Brookhaven → · Brookhaven plans by participants → · Brookhaven plans with financial data → · Brookhaven plans with provider compensation → · $1B+ plans in Brookhaven →
Related Form 5500 pages
- All MS Form 5500 filings
- King'S Daughters Medical Center Retirement Plan (plan 001)
- King'S Daughters Medical Center — all reported plans
- Hurst Review Services, Inc. 401(K) Plan (plan 001)
- Hurst Review Services, Inc. — all reported plans
- Bank Of Brookhaven Employee Stock Ownership Plan (plan 002)
- Bank Of Brookhaven — all reported plans
- Endeavor Holdings, Inc. 401(K) Profit Sharing Plan (plan 001)
- Endeavor Holdings, Inc. — all reported plans
- King'S Daughters Medical Center Health & Welfare Benefits Plan (plan 508)
- Kdmc Group Life (plan 502)
- Lincoln National Life Insurance Voluntary Life (plan 507)
- Dickerson & Bowen, Inc Welfare Benefit Plan (plan 501)
- Dickerson & Bowen, Inc. — all reported plans
- Methodology
- Data sources