Money Purchase · DOL Form 5500 · 2022

Southern Mississippi Planning and Development District Money Purchase Plan

Data updated 2026-08-11

$9M
Total assets
142
Participants
62nd
Percentile by assets
$60,848
Avg per participant
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Official DOL plan name: Southern Mississippi Planning and Development District Defined Contribution Pension Plan · Sponsored by Southern Mississippi Planning and Development District · Mississippi · Other Services

$9M in assets, 142 participants

Southern Mississippi Planning and Development District's Southern Mississippi Planning and Development District Defined Contribution Pension Plan reported $9M in total assets and 142 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 62nd percentile by assets (of 139,126 plans)
  • #6,532 in Other Services (8,398 peers)

Coverage in Mississippi

Southern Mississippi Planning and Development District Defined Contribution Pension Plan covers 142 participants in Mississippi, about 39% of the average Mississippi filer (state average ~366 per filing). Assets: $9M.

$9M
total plan assets (2022 EOY)
142
covered participants
62nd
percentile by assets (of 139,126 plans)
$60,848
avg assets per participant

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Participants vs Mississippi filers

In Mississippi, the average filing covers about 366 participants across 521 plans. Southern Mississippi Planning and Development District Defined Contribution Pension Plan reports 142 participants - about 39% of that state average ($9M EOY assets).

Mississippi filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN640441554
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Mississippi Planning and Development District)

$10M$12M$14M$16M 202220232024 $11.6M $15.1M â–˛ +30.0%
Total plan assets by year, all Southern Mississippi Planning and Development District plans on file
Year Plans Participants Total Assets
2022 2 264 $12M
2023 2 275 $14M
2024 2 269 $15M

Nearby Money Purchase Plans in Mississippi

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Southern Mississippi Planning and Development District Defined Contribution Pension Plan vs. nearby Money Purchase plans in Mississippi, assets vs. participants

Southern Mississippi Planning and Development District Defined Contribution Pension Plan vs. nearby Money Purchase plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -2000200400600800 -50050100150 Total assets ($M) Participants Southern Mississippi…IBEW Local 480 Pensi…Mississippi Action f…Bolivar County Heads…Panama City Employer…The Ms Group Money P…
Southern Mississippi Planning and Development District Defined Contribution Pension Plan vs. nearby Money Purchase plans in Mississippi, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Southern Mississippi Planning and Development District Defined Contribution Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Southern Mississippi Planning and Development District Defined Contribution Pension Plan assets move in 2022?
Southern Mississippi Planning and Development District Defined Contribution Pension Plan pulled back noticeably - down 10.6% during 2022, from $10M to $9M. Reported net income was -$1M.
How have Southern Mississippi Planning and Development District plan assets changed over time?
Across 3 plan years on file (2022-2024), Southern Mississippi Planning and Development District's sponsor-wide assets grew 30.0%, from $12M to $15M.
Which Money Purchase plans are similar in size to Southern Mississippi Planning and Development District Defined Contribution Pension Plan?
Among Money Purchase plans in other states, the closest by assets is Nuestra Clinica Del Valle Inc. Employees Retirement Plan in TX ($9M, 247 participants).

Next read for Southern Mississippi Planning and Develo…

Filing takeaways

Ways to act on Southern Mississippi Planning and Development District Defined Contribution Pension Plan's numbers.

  • By total assets, Southern Mississippi Planning and Development District Defined Contribution Pension Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in Mississippi. Compare plans
  • Southern Mississippi Planning and Development District's sponsor-wide assets have grown 30.0% since 2022 across 3 plan years on file. More Other Services plans