Plan5500

Iuka, 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, Iuka, MS has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $21,036,665 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Iuka

  • 3 loaded plans hold $21M in reported assets across 3 sponsors.
  • The largest, Retirement Plan For Employees Of Tishomingo County Electric Power Association, holds 100% of reported Iuka plan assets.
  • Plans cover 175 participants — about 58 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$21MSummed across loaded plans$21,036,665
Total reported assets$21M$21,036,665
Total reported participants175
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$21M total assets
Net assets$21MLiabilities—
Contributions & income
Employer contributions$1.1M
Participant contributions$88K
Total income / additions$4.8M
Expenses & distributions
Benefits paid / distributions$6.6M
Total expenses$6.6M
Net increase / (decrease)-$1.8M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Iuka market comparison

Largest plan share of assets100%Retirement Plan For Employees Of Tishomingo County Electric Power Association
Participants per plan58Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Iuka

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

  1. 1
    Retirement Plan For Employees Of Tishomingo County Electric Power Association$20.9M
    Tishomingo County Electric Power Association · 2023
  2. 2
    Segars Clinic Pa Profit Sharing Trust$102.4K
    Segars Clinic Pa · 2023
  3. 3
    First American National Bank Employee Stock Ownership Plan And Trust$0
    First American National Bank · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Iuka, MS?
3 plan(s) reported by 3 sponsor(s) are loaded for Iuka, MS.

Related Form 5500 pages