Plan5500

Cleveland, 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, Cleveland, MS has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $196,571,992 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
4
Latest filing year
2023

What stands out in Cleveland

  • 6 loaded plans hold $196.6M in reported assets across 4 sponsors.
  • The largest, Lt Corporation & Affiliates Employee Stock Ownership Plan, holds 81% of reported Cleveland plan assets.
  • Plans cover 1,849 participants — about 308 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$183.4MSummed across loaded plans$183,367,658
Total reported assets$196.6M$196,571,992
Total reported participants1.8K1,849
Total reported liabilities$13.2M$13,204,334

Reported net position

Reported assets = net assets + liabilities (summed)$196.6M total assets
Net assets$183.4MLiabilities$13.2M
Contributions & income
Employer contributions$10.5M
Participant contributions$2.2M
Total income / additions$36.5M
Expenses & distributions
Benefits paid / distributions$6.9M
Total expenses$7.4M
Net increase / (decrease)$29.1M

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation2 / 6 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Cleveland, 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

Cleveland market comparison

Largest plan share of assets81%Lt Corporation & Affiliates Employee Stock Ownership Plan
Participants per plan308Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Cleveland

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

  1. 1
    Lt Corporation & Affiliates Employee Stock Ownership Plan$159.4M
    Lt Corporation, Inc. · 2023
  2. 2
    Lt Corporation & Affiliates Savings Plan$24.6M
    Lt Corporation & Affiliates · 2023
  3. 3
    Bolivar County Headstart Retirement Program$10M
    Bolivar County Community Action Program, Inc. · 2023
  4. 4
    James H Walker Keogh Plan$2.5M
    James H Walker · 2023
  5. 5
    James Wilkes Bradham, Inc. 401(K) Profit Sharing Plan$20.8K
    James Wilkes Bradham, Inc. · 2023
  6. 6
    Lt Corporation Health And Welfare Plannot reported in the loaded dataset
    Lt Corporation · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Cleveland, MS?
6 plan(s) reported by 4 sponsor(s) are loaded for Cleveland, MS.

Related Form 5500 pages