Other · DOL Form 5500 · 2023
Southern Mississippi Planning and Development District Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 128
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $29,393
- Avg per participant Low balance/head
Official DOL plan name: Southern Mississippi Planning and Development District 403(b) Plan · Sponsored by Southern Mississippi Planning and Development District · Mississippi · Other Services
$4M in assets, 128 participants
Southern Mississippi Planning and Development District's Southern Mississippi Planning and Development District 403(b) Plan reported $4M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #4,898 in Other Services (7,857 peers)
Coverage in Mississippi
Southern Mississippi Planning and Development District 403(b) Plan covers 128 participants in Mississippi, about 35% of the average Mississippi filer (state average ~366 per filing). Assets: $4M.
- #4,898
- in Other Services (7,857 peers)
- +27.0%
- assets growth YoY
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 2023 · DOL Form 5500
$3,762,282 39th percentile higher than 39% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Southern Mississippi Planning and Development District 403(b) Plan among mid-size filed plans by headcount
Plan-year 2023 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 (128 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southern Mississippi Planning and Development District 403(b) Plan reported net income rose from -$55K in the plan year 2022 filing to $799K in the plan year 2023 filing.
- Southern Mississippi Planning and Development District 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Southern Mississippi Planning and Development District 403(b) Plan reported participants rose from 122 in the plan year 2022 filing to 128 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 640441554 · Southern Mississippi Planning and Development District PY 2023 · Other
Southern Mississippi Planning and Development District 403(b) Plan · $4M · 128 · 39th
- 5500 $4M
- ASSETS 128
- PCT 39th
- EIN Other
- RANK near 403(b) Thrift Plan for Employees of Ep!C
- PHOTO ind #4898
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
Mississippi filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $799K |
| Employer EIN | 640441554 |
| Plan Effective Date | 2018-10-01 |
| Filing Status | FILING 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
| 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.
- North Mississippi Health Services 403(b) Plan $390M · 7,294
- Mississippi Methodist Hospital and Rehabilitation Center Retirement Plan $53M · 756
- King's Daughters Medical Center Retirement Plan $41M · 729
- Anderson Regional Medical Center 403(b) Plan $35M · 1,515
- Employee Benefit Plan of Summit Plastics, Inc. $17M · 203
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 403(b) Thrift Plan for Employees of Ep!C in IL ($4M); by covered participants it is Intellisurvey 401(k) Plan in CA (128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (128 participants); asset peers above are excluded.
- Intellisurvey 401(k) Plan (CA) 128 · 0 off
- Marin Academy Defined Contribution Retirement Plan (CA) 128 · 0 off
- Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians (MD) 128 · 0 off
- South Peninsula Hospital 403(b) Plan for Non-Union Employees (AK) 128 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.