Plan5500

Petal, 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, Petal, MS has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $8,408,155 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Petal

  • 4 loaded plans hold $8.4M in reported assets across 4 sponsors.
  • The largest, Richton Tie And Timber, LLC 401(K) Plan And Trust, holds 71% of reported Petal plan assets.
  • Plans cover 38 participants — about 10 per plan.
  • 75% 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$8.4MSummed across loaded plans$8,408,155
Total reported assets$8.4M$8,408,155
Total reported participants38
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.4M total assets
Net assets$8.4MLiabilities$0
Contributions & income
Employer contributions$17.5K
Participant contributions$149.9K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.6M
Net increase / (decrease)$611.6K

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation0 / 4 ()

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

Petal market comparison

Largest plan share of assets71%Richton Tie And Timber, LLC 401(K) Plan And Trust
Participants per plan10Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Petal

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

  1. 1
    Richton Tie And Timber, LLC 401(K) Plan And Trust$6M
    Richton Tie And Timber, LLC · 2023
  2. 2
    Dr Barbara Mauldin 401k Plan$2.3M
    Dr Barbara Mauldin · 2023
  3. 3
    The Ms Group Money Purchase Plan And Trust$127.1K
    The Ms Group · 2023
  4. 4
    Thach & Thach Retirement Plannot reported in the loaded dataset
    Thach & Thach · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages