Defined Benefit (Pension) · DOL Form 5500 · 2022
North Mississippi Health Services, Inc. Pension Plan
Data updated 2026-08-11
- $425M
- Total assets
- 2,033
- Participants
- 98th
- Percentile by assets
- $209,119
- Avg per participant
Official DOL plan name: North Mississippi Health Services Retirement Plan & Trust Agreement · Sponsored by North Mississippi Health Services, Inc. · Mississippi · Healthcare & Social Assistance
$425M in assets, 2,033 participants
North Mississippi Health Services, Inc.'s North Mississippi Health Services Retirement Plan & Trust Agreement reported $425M in total assets and 2,033 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #19,624 in Healthcare & Social Assistance (20,060 peers)
Coverage in Mississippi
North Mississippi Health Services Retirement Plan & Trust Agreement covers 2,033 participants in Mississippi, 5.5x the typical Mississippi plan (state average ~366 per filing). Assets: $425M.
- $425M
- total plan assets (2022 EOY)
- 2,033
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $209,119
- avg assets per participant
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Mississippi filers
In Mississippi, the average filing covers about 366 participants across 521 plans. North Mississippi Health Services Retirement Plan & Trust Agreement reports 2,033 participants - 5.5x that state average ($425M EOY assets).
Mississippi filing particulars
| Total Assets (Beginning of Year) | $432M |
|---|---|
| Net Assets (End of Year) | $425M |
| Net Income | -$7M |
| Employer EIN | 640653269 |
| Plan Effective Date | 1977-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (North Mississippi Health Services, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 16,375 | $1.1B |
| 2023 | 3 | 16,433 | $1.2B |
| 2024 | 3 | 16,086 | $800M |
Nearby Defined Benefit (Pension) Plans in Mississippi
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
North Mississippi Health Services Retirement Plan & Trust Agreement vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants
- Hancock Whitney Corporation Pension Plan $701M · 1,855
- Sfb Casualty Ins Co Retirement Plan $429M · 1,485
- Cadence Retirement Plan and Trust Agreement $342M · 3,874
- Sfb Life Insurance Co Retirement Plan and Trust $247M · 593
- Non-Contributory Retirement Program for Certain Employees of Blue Cross & Blue Shield of Mississippi $165M · 183
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to North Mississippi Health Services Retirement Plan & Trust Agreement by total assets, not by location.
- Dte Gas Company Retirement Plan for Employees Covered by Collective Bargaining Agreements (MI) $425M · 971
- Morgan, Lewis & Bockius LLP Cash Balance Plan (PA) $424M · 959
- Western States Insulators and Allied Workers' Pension Plan (CA) $427M · 3,332
- Allete & Affiliated Companies Retirement Plan C (MN) $427M · 187
Frequently Asked Questions
How did North Mississippi Health Services Retirement Plan & Trust Agreement assets move in 2022? ▼
How have North Mississippi Health Services, Inc. plan assets changed over time? ▼
Where does North Mississippi Health Services Retirement Plan & Trust Agreement rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to North Mississippi Health Services Retirement Plan & Trust Agreement? ▼
Next read for North Mississippi Health Services Retire…
Filing takeaways
Ways to act on North Mississippi Health Services Retirement Plan & Trust Agreement's numbers.
- By total assets, North Mississippi Health Services Retirement Plan & Trust Agreement ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Mississippi. Compare plans
- North Mississippi Health Services, Inc.'s sponsor-wide assets have declined 24.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans