Other · DOL Form 5500 · 2023
Three Rivers Planning and Development District, Inc Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 92
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $127,117
- Avg per participant Near avg balance/head
Official DOL plan name: Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan · Sponsored by Three Rivers Planning and Development District, Inc · Mississippi · Other Services
$12M in assets, 92 participants
Three Rivers Planning and Development District, Inc's Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan reported $12M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #6,170 in Other Services (7,857 peers)
Three Rivers Planning and Development District, Inc multi-year trail
Three Rivers Planning and Development District, Inc's plans moved +23.7% in assets from 2022 to 2024; this filing shows Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan at $12M / 92 participants.
- #6,170
- in Other Services (7,857 peers)
- +14.2%
- assets growth YoY
Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan's mid-pack asset rank among Other Services and all filers
Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,694,739 Top 38% higher than 62% 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
Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan is a small filing (92 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan reported participants fell from 98 in the plan year 2022 filing to 92 in the plan year 2023 filing.
DOL schedule card
Filing strip 640507939 · Three Rivers Planning and Development District, Inc PY 2023 · Other
Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan · $12M · 92 · 62nd
- BOOK $12M
- BOOK 92
- BOOK 62nd
- BOOK Other
- BOOK near Institute on Aging 403(b) Plan
- BOOK ind #6170
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 →
Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan in the asset neighbourhood
Three Rivers Planning and Development District, Inc multi-year asset trail
Sponsor-wide plan assets over time
All Three Rivers Planning and Development District, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 23.695165689099998% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 196 | $18M |
| 2023 | 2 | 184 | $20M |
| 2024 | 2 | 184 | $22M |
Three Rivers Planning and Development District, Inc filing trail (2023)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $1M |
| Employer EIN | 640507939 |
| Plan Effective Date | 1978-01-01 |
| 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 $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
Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Mississippi, the nearest Other by assets is Institute on Aging 403(b) Plan in CA ($12M); by covered participants it is Seattle Foundation Defined Contribution Retirement Plan in WA (92 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Institute on Aging 403(b) Plan (CA) $12M · 649
- Hemsi 403(b) Plan (AL) $12M · 273
- The Benedictine School for Exceptional Children, Inc. 403(b) Plan (MD) $12M · 357
- Ronald Reagan Presidential Foundation 403(b) DC Plan (CA) $12M · 110
Similar participant headcount
Nearest other-state filings by covered participants (92 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.