My Plan Facts

Employers › Mississippi

Employer · plans filed under one EIN

Horne LLP

Ridgeland, MS · Professional, scientific and technical services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$114Mnet assets across plans
2,197participant records1,448 active
$5.1Memployer contributions, latest plan years$3,517 per active record
$393KSchedule C compensation to organisations$179.07 per participant record

Horne LLP, based in Ridgeland, Mississippi, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 2,197 participant records and $114M in net assets.

The largest is Horne LLP Profit Sharing Plan, a 401(k) plan with 1,933 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $5.1M and participant contributions $7.8M in the latest plan years; benefits paid were $19.0M. Schedule C compensation reported to service provider organisations totalled $393K.

Combined net assets moved from $25.2M in 2009 to $114M in 2024 (up 353%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Horne LLP Profit Sharing Plan401(k) plan20241,933$108M$55,682$3,590$317K
Horne LLP Puerto Rico Employees Profit Sharing Planprofit-sharing plan2024264$6.3M$24,005$2,931$76K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $25.2M2010: $29.6M2011: $31.5M2012: $36.7M2013: $44.4M2014: $47.5M2015: $47.6M2016: $54.3M2017: $65.3M2018: $61.4M2019: $67.7M2020: $70.5M2021: $84.1M2022: $84.5M2023: $108M2024: $114M$25.2M$114M20092012201620202024
Combined net assets
2009: 5742010: 5432011: 5592012: 6442013: 6712014: 7102015: 7722016: 7842017: 8342018: 8612019: 9602020: 1,3642021: 2,8232022: 2,8842023: 2,5662024: 2,1975742,8842,19720092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202422,197$114M$5.1M$7.8M
202322,566$108M$7.0M$8.3M
202222,884$84.5M$6.8M$8.3M
202122,823$84.1M$5.0M$6.0M
202011,364$70.5M$3.1M$3.6M
20191960$67.7M$1.7M$2.8M
20181861$61.4M$2.4M$2.7M
20171834$65.3M$2.4M$2.3M
20161784$54.3M$2.2M$2.2M
20151772$47.6M$2.2M$2.1M
20141710$47.5M$2.1M$1.9M
20131671$44.4M$2.0M$1.9M
20121644$36.7M$1.9M$1.7M
20111559$31.5M$1.7M$1.7M
20101543$29.6M$1.8M$1.7M
20091574$25.2M$1.9M$1.9M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Bam Advisor Services, LLCConsulting (pension)1$175,000
American Trust CompanyClaims processing; Recordkeeping and information management1$142,441
Finanxial Corp.Consulting (general); Investment advisory (participants)1$44,492
Benefit Plans Admin Services, Inc.Recordkeeping and information management; Investment management1$23,828
Bpas Trust Company of Puerto RicoTrustee (bank, trust company, or similar financial institution); Trustee (directed)1$7,651

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Bam Advisor Services, LLC$175K
American Trust Company$142K
Finanxial Corp.$44K
Benefit Plans Admin Services, Inc.$24K
Bpas Trust Company of Puerto Rico$7,651

Questions and answers

How many retirement plans does Horne LLP have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Horne LLP Profit Sharing Plan and Horne LLP Puerto Rico Employees Profit Sharing Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Horne LLP contribute to its plans?

$5,091,907 in employer contributions across these plans in their latest plan years, about $3,517 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Bam Advisor Services, LLC, American Trust Company, Finanxial Corp. and Benefit Plans Admin Services, Inc. and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.