Other · DOL Form 5500 · 2023
Winston County Medical Foundation Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 234
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $43,177
- Avg per participant Low balance/head
Official DOL plan name: Winston County Medical Foundation 403(b) Retirement Plan · Sponsored by Winston County Medical Foundation · Mississippi · Healthcare & Social Assistance
$10M in assets, 234 participants
Winston County Medical Foundation's Winston County Medical Foundation 403(b) Retirement Plan reported $10M in total assets and 234 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #11,387 in Healthcare & Social Assistance (17,684 peers)
Winston County Medical Foundation multi-year trail
Winston County Medical Foundation's plans moved +25.5% in assets from 2022 to 2024; this filing shows Winston County Medical Foundation 403(b) Retirement Plan at $10M / 234 participants.
- #11,387
- in Healthcare & Social Assistance (17,684 peers)
- +10.0%
- assets growth YoY
Winston County Medical Foundation 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Winston County Medical Foundation 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,103,403 Top 41% higher than 59% 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
Winston County Medical Foundation 403(b) Retirement 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. Winston County Medical Foundation 403(b) Retirement Plan sits mid-pack in the medium band (234 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Winston County Medical Foundation 403(b) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $915K in the plan year 2023 filing.
- Winston County Medical Foundation 403(b) Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Winston County Medical Foundation 403(b) Retirement Plan reported participants fell from 254 in the plan year 2022 filing to 234 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 646010402 · Winston County Medical Foundation PY 2023 · Other
Winston County Medical Foundation 403(b) Retirement Plan · $10M · 234 · 59th
- VS-ST $10M
- VS-ST 234
- VS-ST 59th
- VS-ST Other
- VS-ST near 403(b) Thrift Plan for Minnesota Diversified Industries, Inc.
- VS-ST ind #11387
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 →
Winston County Medical Foundation 403(b) Retirement Plan in the asset neighbourhood
Winston County Medical Foundation multi-year asset trail
Sponsor-wide plan assets over time
All Winston County Medical Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 25.508334022575212% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 254 | $9M |
| 2023 | 1 | 234 | $10M |
| 2024 | 1 | 245 | $12M |
Winston County Medical Foundation filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $915K |
| Employer EIN | 646010402 |
| Plan Effective Date | 1993-10-12 |
| 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
Winston County Medical Foundation 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Mississippi, the nearest Other by assets is 403(b) Thrift Plan for Minnesota Diversified Industries, Inc. in MN ($10M); by covered participants it is Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan in NJ (234 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (234 participants); asset peers above are excluded.
- Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan (NJ) 234 · 0 off
- Wesleyan School Retirement Plan (GA) 234 · 0 off
- Cincinnati Country Day School Tiaa Cref Retirement Plan (OH) 234 · 0 off
- Brodstone Memorial Hospital Tax Deferred Annuity Plan (NE) 234 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.