Other · DOL Form 5500 · 2022

Three Rivers Planning and Development District, Inc Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
98
Participants Small participant base
65th
Percentile by assets National rank
$104,481
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan · Sponsored by Three Rivers Planning and Development District, Inc · Mississippi · Other Services

$10M in assets, 98 participants

Three Rivers Planning and Development District, Inc's Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan reported $10M in total assets and 98 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #6,723 in Other Services (8,398 peers)

Three Rivers Planning and Development District, Inc multi-year trail

Three Rivers Planning and Development District, Inc's plans moved +23.7% in assets from 2022 to 2024; this filing shows Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan at $10M / 98 participants.

#6,723
in Other Services (8,398 peers)
-16.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan's mid-pack asset rank among Other Services and all filers

Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan vs every filed plan by assets

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

$10,239,166 Top 35% higher than 65% 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

Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan is a small filing (98 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 640507939 · Three Rivers Planning and Development District, Inc PY 2022 · Other

Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan · $10M · 98 · 65th

  • PART $10M
  • PART 98
  • PART 65th
  • PART Other
  • PART near Ceom Stock Bonus Plan and Trust
  • PART ind #6723

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 →

Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan in the asset neighbourhood

Tax Deferred Annuity Plan for Employees of Missouri Historical SocietyTax Deferred Annuity Plan fo…$10MVisiting Nurse Association Healthcare Partners of Ohio Savings PlanVisiting Nurse Association H…$10MThree Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity PlanThree Rivers Planning and De…$10MCeom Stock Bonus Plan and TrustCeom Stock Bonus Plan and Tr…$10MAlameda County Community Food Bank 403(b) PlanAlameda County Community Foo…$10M
End-of-year total assets ($M) among Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Three Rivers Planning and Development District, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Three Rivers Planning and Development District, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$22M 23.695165689099998% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.9M $22.1M ▲ +23.7%
Year Plans Participants Total Assets
2022 2 196 $18M
2023 2 184 $20M
2024 2 184 $22M

Three Rivers Planning and Development District, Inc filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN640507939
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Mississippi

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

Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan vs. nearby Other plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1000100200300400 Total assets ($M) Participants Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan, Total assets ($M): 10.239166 · Participants: 98Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity 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
Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan vs. nearby Other plans in Mississippi, assets vs. participants

Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Mississippi, the nearest Other by assets is Ceom Stock Bonus Plan and Trust in CA ($10M); by covered participants it is Albuquerque Health Care for the Homeless 403(b) Retirement Plan in NM (98 participants). Same-state nearby plans are listed separately above.

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 Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan assets move in 2022?
Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan declined sharply - down 16.1% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Three Rivers Planning and Development District, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Three Rivers Planning and Development District, Inc's sponsor-wide assets grew 23.7%, from $18M to $22M.
Which Other plans are similar in size to Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan?
Among Other plans in other states, the closest by assets is Ceom Stock Bonus Plan and Trust in CA ($10M, 34 participants).
Which Other plans cover a similar participant headcount to Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan?
Among Other plans in other states, the closest by covered participants is Albuquerque Health Care for the Homeless 403(b) Retirement Plan in NM (98 participants, $2M in assets).