Other · DOL Form 5500 · 2022
Winston County Medical Foundation Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 254
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $36,177
- Avg per participant Low balance/head
Official DOL plan name: Winston County Medical Foundation 403(b) Retirement Plan · Sponsored by Winston County Medical Foundation · Mississippi · Healthcare & Social Assistance
$9M in assets, 254 participants
Winston County Medical Foundation's Winston County Medical Foundation 403(b) Retirement Plan reported $9M in total assets and 254 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.
- #13,789 in Healthcare & Social Assistance (20,060 peers)
Winston County Medical Foundation multi-year trail
Winston County Medical Foundation's plans moved +25.5% in assets from 2022 to 2024; this filing shows Winston County Medical Foundation 403(b) Retirement Plan at $9M / 254 participants.
- #13,789
- in Healthcare & Social Assistance (20,060 peers)
- -23.2%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Winston County Medical Foundation 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Winston County Medical Foundation 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,188,840 Top 37% higher than 63% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Winston County Medical Foundation 403(b) Retirement 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. Winston County Medical Foundation 403(b) Retirement Plan sits mid-pack in the medium band (254 participants).
EBSA filing schedule strip
Filing strip 646010402 · Winston County Medical Foundation PY 2022 · Other
Winston County Medical Foundation 403(b) Retirement Plan · $9M · 254 · 63rd
- PCT $9M
- PCT 254
- PCT 63rd
- PCT Other
- PCT near Central Counties Health Centers Tax Sheltered Annuity Plan
- PCT ind #13789
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 Healthcare & Social Assistance retirement plans → · Plans in Mississippi →
Winston County Medical Foundation 403(b) Retirement Plan in the asset neighbourhood
Winston County Medical Foundation multi-year asset trail
Sponsor-wide plan assets over time
All Winston County Medical Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 25.508334022575212% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 254 | $9M |
| 2023 | 1 | 234 | $10M |
| 2024 | 1 | 245 | $12M |
Winston County Medical Foundation filing trail (2022)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$3M |
| Employer EIN | 646010402 |
| Plan Effective Date | 1993-10-12 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Mississippi
Peer Other plans, same state, same plan type, ranked by total assets.
- North Mississippi Health Services 403(b) Plan $340M · 7,169
- Mississippi Methodist Hospital and Rehabilitation Center Retirement Plan $47M · 711
- King's Daughters Medical Center Retirement Plan $37M · 702
- Anderson Regional Medical Center 403(b) Plan $29M · 1,475
- Madison Ridgeland Academy 403(b) DC Plan $11M · 206
Winston County Medical Foundation 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Mississippi, the nearest Other by assets is Central Counties Health Centers Tax Sheltered Annuity Plan in IL ($9M); by covered participants it is Knoxville Hospital and Clinics Tax Sheltered Annuity Plan in IA (254 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (254 participants); asset peers above are excluded.
- Knoxville Hospital and Clinics Tax Sheltered Annuity Plan (IA) 254 · 0 off
- Randolph College Defined Contribution & Tax Deferred Annuity Retirement Plan (VA) 254 · 0 off
- Akron Summit Community Action, Inc. 403b Tax Deferred Annuity Plan (OH) 254 · 0 off
- The Western Pennsylvania School for the Deaf 403(b) Plan (PA) 254 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.