Plan5500

Kosciusko, 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, Kosciusko, MS has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $7,512,914 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 Kosciusko

  • 6 loaded plans hold $7.5M in reported assets across 4 sponsors.
  • The largest, Ivey Mechanical Company Employee Benefit Plan, holds 41% of reported Kosciusko plan assets.
  • Plans cover 1,492 participants — about 249 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.5MSummed across loaded plans$7,512,914
Total reported assets$7.5M$7,512,914
Total reported participants1.5K1,492
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.5M total assets
Net assets$7.5MLiabilities$0
Contributions & income
Employer contributions$5.5M
Participant contributions$2.7M
Total income / additions$9.1M
Expenses & distributions
Benefits paid / distributions$7.5M
Total expenses$9.2M
Net increase / (decrease)-$141K

Data coverage

Plans with financial statements3 / 6 (50%)
Plans with provider compensation3 / 6 (50%)

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

Kosciusko market comparison

Largest plan share of assets41%Ivey Mechanical Company Employee Benefit Plan
Participants per plan249Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Kosciusko

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

  1. 1
    Ivey Mechanical Company Employee Benefit Plan$3.1M
    Ivey Mechanical Company, LLC · 2023
  2. 2
    Attala Holdings LLC Retirement Plan$2.6M
    Attala Steel Industries, LLC · 2023
  3. 3
    Mitchell Metal Products, Inc. Profit Sharing Plan$1.8M
    Mitchell Metal Products, Inc. · 2023
  4. 4
    Potter & Sims Foods, Inc. Health Care Plannot reported in the loaded dataset
    Potter & Sims Foods, Inc. · 2023
  5. 5
    Attala Holdings, LLC Life Plannot reported in the loaded dataset
    Attala Holdings, LLC · 2023
  6. 6
    Attala Holdings, LLC Health Plannot reported in the loaded dataset
    Attala Holdings, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages