Defined Benefit (Pension) · DOL Form 5500 · 2022

Terry C. Smith, M.D., P.a. Pension Plan

Data updated 2026-08-11

$6M
Total assets
2
Participants
55th
Percentile by assets
$3.1M
Avg per participant
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Official DOL plan name: Terry C. Smith, M.D., P.a. Retirement Plan · Sponsored by Terry C. Smith, M.D., P.a. · Mississippi · Healthcare & Social Assistance

$6M in assets, 2 participants

Terry C. Smith, M.D., P.a.'s Terry C. Smith, M.D., P.a. Retirement Plan reported $6M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • 55th percentile by assets (of 139,126 plans)
  • #12,236 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

Terry C. Smith, M.D., P.a. Retirement Plan holds $6M for 2 participants - about $3.1M per participant, above the median plan by assets.

$6M
total plan assets (2022 EOY)
2
covered participants
55th
percentile by assets (of 139,126 plans)
$3.1M
avg assets per participant

Defined Benefit (Pension) filing for Terry C. Smith, M.D., P.a. Retirement Plan

Defined Benefit (Pension) filing for plan year 2022: EIN 721384583 ; effective since 2004-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$168K
Employer EIN721384583
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Terry C. Smith, M.D., P.a.)

$6.2M$6.25M$6.3M$6.35M 202220232024 $6.23M $6.32M ▲ +1.4%
Total plan assets by year, all Terry C. Smith, M.D., P.a. plans on file
Year Plans Participants Total Assets
2022 1 2 $6M
2023 1 2 $6M
2024 1 2 $6M

Nearby Defined Benefit (Pension) Plans in Mississippi

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Terry C. Smith, M.D., P.a. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants

Terry C. Smith, M.D., P.a. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600800 Total assets ($M) Participants Terry C. Smith, M.D.…Hancock Whitney Corp…Sfb Casualty Ins Co …North Mississippi He…Cadence Retirement P…Sfb Life Insurance C…
Terry C. Smith, M.D., P.a. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Terry C. Smith, M.D., P.a. Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Terry C. Smith, M.D., P.a. Retirement Plan assets move in 2022?
Terry C. Smith, M.D., P.a. Retirement Plan edged up modestly - up 2.8% during 2022, from $6M to $6M. Reported net income was $168K.
How have Terry C. Smith, M.D., P.a. plan assets changed over time?
Across 3 plan years on file (2022-2024), Terry C. Smith, M.D., P.a.'s sponsor-wide assets grew 1.6%, from $6M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Terry C. Smith, M.D., P.a. Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Momentum Technologies, Inc. Pension Plan in NJ ($6M, 5 participants).

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Filing takeaways

Ways to act on Terry C. Smith, M.D., P.a. Retirement Plan's numbers.