Plan5500

New Albany, 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, New Albany, MS has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $19,968,518 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 New Albany

  • 4 loaded plans hold $20M in reported assets across 4 sponsors.
  • The largest, Bna Bank Employee Stock Ownership Plan, holds 53% of reported New Albany plan assets.
  • Plans cover 988 participants — about 247 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$19MSummed across loaded plans$19,010,771
Total reported assets$20M$19,968,518
Total reported participants988
Total reported liabilities$957.7K$957,747

Reported net position

Reported assets = net assets + liabilities (summed)$20M total assets
Net assets$19MLiabilities$957.7K
Contributions & income
Employer contributions$1.1M
Participant contributions$955.7K
Total income / additions$3.9M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.1M
Net increase / (decrease)$2.8M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

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

New Albany market comparison

Largest plan share of assets53%Bna Bank Employee Stock Ownership Plan
Participants per plan247Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in New Albany

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

  1. 1
    Bna Bank Employee Stock Ownership Plan$10.6M
    Bna Bank · 2023
  2. 2
    Diversity-Vuteq 401(K) Plan$5.3M
    Diversity-Vuteq, LLC · 2023
  3. 3
    Super Saver Drugs, Inc. Profit Sharing Plan$4.1M
    Ssd LLC · 2023
  4. 4
    Kevin Charles Fine Upholstery Furniture Employee Benefits Plannot reported in the loaded dataset
    Kevin Charles Fine Upholstery Furniture · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages