Plan5500

Mccomb, 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, Mccomb, MS has 10 loaded benefit plan(s) reported by 8 plan sponsor(s), with $27,529,978 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
8
Latest filing year
2023

What stands out in Mccomb

  • 10 loaded plans hold $27.5M in reported assets across 8 sponsors.
  • The largest, First Bank Employee Stock Ownership Plan And Trust, holds 51% of reported Mccomb plan assets.
  • Plans cover 1,275 participants — about 128 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 30% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$27.5MSummed across loaded plans$27,528,360
Total reported assets$27.5M$27,529,978
Total reported participants1.3K1,275
Total reported liabilities$1.6K$1,618

Reported net position

Reported assets = net assets + liabilities (summed)$27.5M total assets
Net assets$27.5MLiabilities$1.6K
Contributions & income
Employer contributions$491.3K
Participant contributions$897.6K
Total income / additions$5.1M
Expenses & distributions
Benefits paid / distributions$2.9M
Total expenses$2.9M
Net increase / (decrease)$2.2M

Data coverage

Plans with financial statements5 / 10 (50%)
Plans with provider compensation3 / 10 (30%)

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

Mccomb market comparison

Largest plan share of assets51%First Bank Employee Stock Ownership Plan And Trust
Participants per plan128Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Mccomb

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

  1. 1
    First Bank Employee Stock Ownership Plan And Trust$14M
    First Bank · 2023
  2. 2
    Craddock Oil Company, Inc. Profit Sharing Plan$5.2M
    Craddock Oil Company, Inc. · 2023
  3. 3
    The Day Group, Inc. 401(K) Profit Sharing Plan$4.3M
    The Day Group, LLC · 2023
  4. 4
    St. Luke Home Health Retirement Savings Plan$3.7M
    St. Luke Foundation · 2023
  5. 5
    Van R Simmons Dmd P A Profit Sharing Plan$312.3K
    Van R Simmons Dmd P A · 2023
  6. 6
    Croft LLC Group Medical Insurance Hrly Programnot reported in the loaded dataset
    Croft LLC · 2023
  7. 7
    First Bank Life Insurance Plannot reported in the loaded dataset
    First Bank · 2023
  8. 8
    Croft LLCnot reported in the loaded dataset
    Croft LLC · 2023
  9. 9
    Croft LLCnot reported in the loaded dataset
    Croft LLC · 2023
  10. 10
    St. Luke Home Health Agency Health And Welfare Benefit Plannot reported in the loaded dataset
    St. Luke Home Health Services, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Mccomb, MS?
10 plan(s) reported by 8 sponsor(s) are loaded for Mccomb, MS.

Related Form 5500 pages