Defined Benefit (Pension) · DOL Form 5500 · 2022

North Mississippi Health Services, Inc. Pension Plan

Data updated 2026-08-25

$425M
Total assets Above avg plan size
2,033
Participants Near avg headcount
98th
Percentile by assets National rank
$209,119
Avg per participant Above avg balance/head
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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.

  • #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.

#19,624
in Healthcare & Social Assistance (20,060 peers)
-1.6%
assets change YoY
4.3×
vs typical plan assets (national mean)

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.

North Mississippi Health Services Retirement Plan & Trust Agreement's outsized position by total assets

North Mississippi Health Services Retirement Plan & Trust Agreement vs every filed plan by assets

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

$425,139,749 Top 2% higher than 98% 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

North Mississippi Health Services Retirement Plan & Trust Agreement's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Mississippi Health Services Retirement Plan & Trust Agreement lands in the large band (2,033 participants).

Published 5500 schedule card

Filing strip 640653269 · North Mississippi Health Services, Inc. PY 2022 · Defined Benefit (Pension)

North Mississippi Health Services Retirement Plan & Trust Agreement · $425M · 2,033 · 98th

  • PHOTO $425M
  • IND 2,033
  • EOY 98th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Dte Gas Company Retirement Plan for Employees Covered by Collective Bargaining Agreements
  • PCT ind #19624

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 →

North Mississippi Health Services Retirement Plan & Trust Agreement in the asset neighbourhood

Allete & Affiliated Companies Retirement Plan CAllete & Affiliated Companie…$427MWestern States Insulators and Allied Workers' Pension PlanWestern States Insulators an…$427MNorth Mississippi Health Services Retirement Plan & Trust AgreementNorth Mississippi Health Ser…$425MDte Gas Company Retirement Plan for Employees Covered by Collective Bargaining AgreementsDte Gas Company Retirement P…$425MMorgan, Lewis & Bockius LLP Cash Balance PlanMorgan, Lewis & Bockius LLP …$424M
End-of-year total assets ($M) among North Mississippi Health Services Retirement Plan & Trust Agreement and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Mississippi filing particulars

Total Assets (Beginning of Year)$432M
Net Assets (End of Year)$425M
Net Income-$7M
Employer EIN640653269
Plan Effective Date1977-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North Mississippi Health Services, Inc.)

Sponsor-wide plan assets over time

All North Mississippi Health Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$800M 24.047577379409624% vs 2022
2024 filing year
$0.6B$0.8B$1B$1.2B$1.4B 202220232024 $1.05B $0.8B ▼ -23.8%
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 Scatter plot of 6 data points. -1000010002000300040005000 0200400600800 Total assets ($M) Participants North Mississippi Health Services Retirement Plan & Trust Agreement, Total assets ($M): 425.139749 · Participants: 2033North Mississippi Health Services Retirement Plan & Trust AgreementHancock Whitney Corporation Pension Plan, Total assets ($M): 700.534746 · Participants: 1855Hancock Whitney Corporation Pension PlanSfb Casualty Ins Co Retirement Plan, Total assets ($M): 429.098015 · Participants: 1485Sfb Casualty Ins Co Retirement PlanCadence Retirement Plan and Trust Agreement, Total assets ($M): 341.628698 · Participants: 3874Cadence Retirement Plan and Trust AgreementSfb Life Insurance Co Retirement Plan and Trust, Total assets ($M): 247.444325 · Participants: 593Sfb Life Insurance Co Retirement Plan and TrustNon-Contributory Retirement Program for Certain Employees of Blue Cross & Blue Shield of Mississippi, Total assets ($M): 164.797945 · Participants: 183Non-Contributory Retirement Program for Certain Employees of Blue Cross & Blue Shield of Mississippi
North Mississippi Health Services Retirement Plan & Trust Agreement vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants

North Mississippi Health Services Retirement Plan & Trust Agreement's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Mississippi, the nearest Defined Benefit (Pension) by assets is Dte Gas Company Retirement Plan for Employees Covered by Collective Bargaining Agreements in MI ($425M); by covered participants it is Permanente Physicians Retirement Plan for Mapmg in CA (2,035 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,033 participants); asset peers above are excluded.

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 North Mississippi Health Services Retirement Plan & Trust Agreement assets move in 2022? ▼
North Mississippi Health Services Retirement Plan & Trust Agreement edged down modestly - down 1.6% during 2022, from $432M to $425M. Reported net income was -$7M.
How have North Mississippi Health Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Mississippi Health Services, Inc.'s sponsor-wide assets declined 24.0%, from $1.1B to $800M.
Where does North Mississippi Health Services Retirement Plan & Trust Agreement rank by assets among Form 5500 filers? ▼
North Mississippi Health Services Retirement Plan & Trust Agreement ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to North Mississippi Health Services Retirement Plan & Trust Agreement? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Dte Gas Company Retirement Plan for Employees Covered by Collective Bargaining Agreements in MI ($425M, 971 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to North Mississippi Health Services Retirement Plan & Trust Agreement? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Permanente Physicians Retirement Plan for Mapmg in CA (2,035 participants, $783M in assets).