Other · DOL Form 5500 · 2023

Three Rivers Planning and Development District, Inc Retirement Plan

Data updated 2026-08-11

$12M
Total assets
92
Participants
62nd
Percentile by assets
$127,117
Avg per participant
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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.

  • 62nd percentile by assets (of 127,072 plans)
  • #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.

$12M
total plan assets (2023 EOY)
92
covered participants
62nd
percentile by assets (of 127,072 plans)
$127,117
avg assets per participant

Where Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan sits by total assets

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

This plan $0 $2,010,000,000 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 2023

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.

See the national 2022→2023 release diff →

State
Mississippi
Industry
Other Services

Three Rivers Planning and Development District, Inc across 3 plan years on file

Across the 3 plan years Three Rivers Planning and Development District, Inc has on file (2022-2024), sponsor-wide plan assets have moved from $18M to $22M, a gain of 23.7%, while reported participants moved from 196 to 184 (-6.1%). Peak year by sponsor assets: 2024 ($22M); trough: 2022 ($18M).

Three Rivers Planning and Development District, Inc multi-year asset trail

$16M$18M$20M$22M$24M 202220232024 $17.9M $22.1M ▲ +23.7%
Total plan assets by year, all Three Rivers Planning and Development District, Inc plans on file
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 EIN640507939
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Mississippi

Peer Other plans, same state, same plan type, ranked by total assets.

Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan vs. nearby Other plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1000100200300400500 Total assets ($M) Participants Three Rivers Plannin…, Total assets ($M): 11.694739 · Participants: 92Three Rivers Plannin…North Mississippi He…, Total assets ($M): 389.928695 · Participants: 7294North Mississippi He…Mississippi Methodis…, Total assets ($M): 53.168475 · Participants: 756Mississippi Methodis…King's Daughters Med…, Total assets ($M): 40.612029 · Participants: 729King's Daughters Med…Anderson Regional Me…, Total assets ($M): 34.644101 · Participants: 1515Anderson Regional Me…Employee Benefit Pla…, Total assets ($M): 17.426109 · Participants: 203Employee Benefit Pla…
Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan vs. nearby Other plans in Mississippi, assets vs. participants
Compare Three Rivers Planning and Development Di… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan assets move in 2023? ▼
Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan grew at a solid clip - up 14.2% during 2023, from $10M to $12M. Reported net income was $1M.
How have Three Rivers Planning and Development District, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Three Rivers Planning and Development District, Inc's sponsor-wide assets grew 23.7%, from $18M to $22M.
Which Other plans are similar in size to Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Institute on Aging 403(b) Plan in CA ($12M, 649 participants).

Next read for Three Rivers Planning and Development Di…

Multi-year trail

Ways to act on Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan's numbers.

  • By total assets, Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Mississippi. Compare plans
  • Three Rivers Planning and Development District, Inc's sponsor-wide assets have grown 23.7% since 2022 across 3 plan years on file. More Other Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 640507939.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.