Other · DOL Form 5500 · 2022

Southern Mississippi Planning and Development District Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
122
Participants Small participant base
40th
Percentile by assets National rank
$24,292
Avg per participant Low balance/head
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Official DOL plan name: Southern Mississippi Planning and Development District 403(b) Plan · Sponsored by Southern Mississippi Planning and Development District · Mississippi · Other Services

$3M in assets, 122 participants

Southern Mississippi Planning and Development District's Southern Mississippi Planning and Development District 403(b) Plan reported $3M in total assets and 122 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #5,196 in Other Services (8,398 peers)

Coverage in Mississippi

Southern Mississippi Planning and Development District 403(b) Plan covers 122 participants in Mississippi, about 33% of the average Mississippi filer (state average ~366 per filing). Assets: $3M.

#5,196
in Other Services (8,398 peers)
-1.8%
assets change YoY

The plan reported a net loss of $55K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southern Mississippi Planning and Development District 403(b) Plan's mid-pack asset rank among Other Services and all filers

Southern Mississippi Planning and Development District 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,963,581 40th percentile higher than 40% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Southern Mississippi Planning and Development District 403(b) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Mississippi Planning and Development District 403(b) Plan sits mid-pack in the medium band (122 participants).

DOL schedule card

Filing strip 640441554 · Southern Mississippi Planning and Development District PY 2022 · Other

Southern Mississippi Planning and Development District 403(b) Plan · $3M · 122 · 40th

  • EIN $3M
  • EIN 122
  • EIN 40th
  • EIN Other
  • EIN near Pioneer Center for Human Services 403b Plan
  • EIN ind #5196

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Mississippi →

Southern Mississippi Planning and Development District 403(b) Plan in the asset neighbourhood

Residential Homes for the Developmentally Disabled, Inc. Tax Deferred Annuity PlanResidential Homes for the De…$3MSouthern Mississippi Planning and Development District 403(b) PlanSouthern Mississippi Plannin…$3MPioneer Center for Human Services 403b PlanPioneer Center for Human Ser…$3MGoodwill Columbus 403(b) Retirement PlanGoodwill Columbus 403(b) Ret…$3MDavid Raines Community Health Center Tda PlanDavid Raines Community Healt…$3M
End-of-year total assets ($M) among Southern Mississippi Planning and Development District 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Mississippi filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$55K
Employer EIN640441554
Plan Effective Date2018-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Mississippi Planning and Development District)

Sponsor-wide plan assets over time

All Southern Mississippi Planning and Development District plans reported in each filing year

Latest sponsor-wide plan assets
$15M 29.9853524886507% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.6M $15.1M ▲ +30.0%
Year Plans Participants Total Assets
2022 2 264 $12M
2023 2 275 $14M
2024 2 269 $15M

Nearby Other Plans in Mississippi

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

Southern Mississippi Planning and Development District 403(b) Plan vs. nearby Other plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1000100200300400 Total assets ($M) Participants Southern Mississippi Planning and Development District 403(b) Plan, Total assets ($M): 2.963581 · Participants: 122Southern Mississippi Planning and Development District 403(b) PlanNorth Mississippi Health Services 403(b) Plan, Total assets ($M): 340.09792 · Participants: 7169North Mississippi Health Services 403(b) PlanMississippi Methodist Hospital and Rehabilitation Center Retirement Plan, Total assets ($M): 46.925614 · Participants: 711Mississippi Methodist Hospital and Rehabilitation Center Retirement PlanKing's Daughters Medical Center Retirement Plan, Total assets ($M): 36.51949 · Participants: 702King's Daughters Medical Center Retirement PlanAnderson Regional Medical Center 403(b) Plan, Total assets ($M): 28.87092 · Participants: 1475Anderson Regional Medical Center 403(b) PlanMadison Ridgeland Academy 403(b) DC Plan, Total assets ($M): 11.196619 · Participants: 206Madison Ridgeland Academy 403(b) DC Plan
Southern Mississippi Planning and Development District 403(b) Plan vs. nearby Other plans in Mississippi, assets vs. participants
Compare Southern Mississippi Planning and Development District 403(b) Plan side-by-side with 3 peers →

Southern Mississippi Planning and Development District 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Mississippi, the nearest Other by assets is Pioneer Center for Human Services 403b Plan in IL ($3M); by covered participants it is Intellisurvey 401(k) Plan in CA (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southern Mississippi Planning and Development District 403(b) Plan assets move in 2022? ▼
Southern Mississippi Planning and Development District 403(b) Plan edged down modestly - down 1.8% during 2022, from $3M to $3M. Reported net income was -$55K.
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 Other plans are similar in size to Southern Mississippi Planning and Development District 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Pioneer Center for Human Services 403b Plan in IL ($3M, 192 participants).
Which Other plans cover a similar participant headcount to Southern Mississippi Planning and Development District 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Intellisurvey 401(k) Plan in CA (122 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 640441554.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.