Plan5500

Southaven, 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, Southaven, MS has 14 loaded benefit plan(s) reported by 13 plan sponsor(s), with $21,733,233 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
14
Plan sponsors
13
Latest filing year
2023

What stands out in Southaven

  • 14 loaded plans hold $21.7M in reported assets across 13 sponsors.
  • The largest, Whitmor, Inc. Employees' Profit Sharing Plan, holds 31% of reported Southaven plan assets.
  • Plans cover 845 participants — about 60 per plan.
  • 86% of loaded plans report full Schedule H/I financial statements.
  • 21% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$21.7MSummed across loaded plans$21,733,233
Total reported assets$21.7M$21,733,233
Total reported participants845
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$21.7M total assets
Net assets$21.7MLiabilities$0
Contributions & income
Employer contributions$575.8K
Participant contributions$1.4M
Total income / additions$3.2M
Expenses & distributions
Benefits paid / distributions$2.7M
Total expenses$2.7M
Net increase / (decrease)$501.3K

Data coverage

Plans with financial statements12 / 14 (86%)
Plans with provider compensation3 / 14 (21%)

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

Southaven market comparison

Largest plan share of assets31%Whitmor, Inc. Employees' Profit Sharing Plan
Participants per plan60Average across loaded plans
Plan sponsors13
Ranked by reported assets

Largest loaded plans in Southaven

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

  1. 1
    Whitmor, Inc. Employees' Profit Sharing Plan$6.8M
    Whitmor, Inc. · 2023
  2. 2
    Employee Benefit Plan Of Hr New Hire, LLC$6.7M
    Hr New Hire, LLC · 2023
  3. 3
    Shadow Enterprises, Inc. 401(K) Plan$3M
    Shadow Enterprises, Inc. · 2023
  4. 4
    Eric L. Sappenfield Profit Sharing Plan$2.1M
    Eric L. Sappenfield, Pllc · 2023
  5. 5
    Desoto Collision Center LLC 401(K) Profit Sharing Plan & Trust$1.3M
    Desoto Collision Center LLC · 2023
  6. 6
    Country Ford, Inc$996.4K
    Country Ford, Inc · 2023
  7. 7
    Guardian Title, LLC 401(K) Profit Sharing Plan$354.4K
    Guardian Title, LLC · 2023
  8. 8
    Davson Management, Inc. 401k Profit Sharing Plan$288.7K
    Davson Management, Inc. · 2023
  9. 9
    Mimery Incorporated 401(K) Plan$79.3K
    Mimery Incorporated · 2023
  10. 10
    Healthy Helping Inc. Retirement Plan$77.8K
    Healthy Helping Inc. · 2023
  11. 11
    Vanguard Enterprises, Inc 401(K) Plan$0
    Vanguard Enterprises, Inc · 2023
  12. 12
    Spotlight Concepts Inc. Retirement Plan$0
    Spotlight Concepts Inc. · 2023
  13. 13
    Whitmor, Inc. Welfare Plannot reported in the loaded dataset
    Whitmor, Inc. · 2023
  14. 14
    Stationserv Holdings, LLC Health & Welfare Benefitsnot reported in the loaded dataset
    Stationserv Holdings, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Southaven, MS?
14 plan(s) reported by 13 sponsor(s) are loaded for Southaven, MS.

Related Form 5500 pages