Other · DOL Form 5500 · 2023

Jackson Preparatory School Foundation Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
75
Participants Small participant base
53rd
Percentile by assets National rank
$105,051
Avg per participant Below avg balance/head
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Official DOL plan name: Jackson Preparatory School Tax-Deferred Annuity Tda Plan · Sponsored by Jackson Preparatory School Foundation · Mississippi · Educational Services

$8M in assets, 75 participants

Jackson Preparatory School Foundation's Jackson Preparatory School Tax-Deferred Annuity Tda Plan reported $8M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #1,383 in Educational Services (3,735 peers)

What the 2023 filing shows

Jackson Preparatory School Tax-Deferred Annuity Tda Plan holds $8M for 75 participants - about $105,051 per participant, above the median plan by assets.

#1,383
in Educational Services (3,735 peers)
+2.3%
assets growth YoY

Jackson Preparatory School Tax-Deferred Annuity Tda Plan's mid-pack asset rank among Educational Services and all filers

Jackson Preparatory School Tax-Deferred Annuity Tda Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,878,846 Top 47% higher than 53% of 127,068 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 2023

Jackson Preparatory School Tax-Deferred Annuity Tda 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. Jackson Preparatory School Tax-Deferred Annuity Tda Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jackson Preparatory School Tax-Deferred Annuity Tda Plan reported net income fell from $579K in the plan year 2022 filing to $177K in the plan year 2023 filing.
  • Jackson Preparatory School Tax-Deferred Annuity Tda Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 570889451 · Jackson Preparatory School Foundation PY 2023 · Other

Jackson Preparatory School Tax-Deferred Annuity Tda Plan · $8M · 75 · 53rd

  • EOY $8M
  • EOY 75
  • EOY 53rd
  • EOY Other
  • EOY near Mid-State Health Center 403(b) Plan
  • EOY ind #1383

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 Educational Services retirement plans → · Plans in Mississippi →

Jackson Preparatory School Tax-Deferred Annuity Tda Plan in the asset neighbourhood

Cincinnati Nature Center 403(b) PlanCincinnati Nature Center 403…$8MJackson Preparatory School Tax-Deferred Annuity Tda PlanJackson Preparatory School T…$8MMid-State Health Center 403(b) PlanMid-State Health Center 403(…$8MArea Agency on Aging District 7 403b PlanArea Agency on Aging Distric…$8MHealth Resources in Action, Inc. 401a DC PlanHealth Resources in Action, …$8M
End-of-year total assets ($M) among Jackson Preparatory School Tax-Deferred Annuity Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$177K
Employer EIN570889451
Plan Effective Date1999-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jackson Preparatory School Foundation)

Sponsor-wide plan assets over time

All Jackson Preparatory School Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$14M 2.3006430552732864% vs 2022
2023 filing year
$13.4M$13.5M$13.6M$13.7M$13.8M$13.9M 20222023 $13.5M $13.8M ▲ +2.3%
Year Plans Participants Total Assets
2022 2 184 $14M
2023 2 179 $14M

Nearby Other Plans in Mississippi

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

Jackson Preparatory School Tax-Deferred Annuity Tda Plan vs. nearby Other plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1000100200300400500 Total assets ($M) Participants Jackson Preparatory School Tax-Deferred Annuity Tda Plan, Total assets ($M): 7.878846 · Participants: 75Jackson Preparatory School Tax-Deferred Annuity Tda PlanNorth Mississippi Health Services 403(b) Plan, Total assets ($M): 389.928695 · Participants: 7294North Mississippi Health Services 403(b) PlanMississippi Methodist Hospital and Rehabilitation Center Retirement Plan, Total assets ($M): 53.168475 · Participants: 756Mississippi Methodist Hospital and Rehabilitation Center Retirement PlanKing's Daughters Medical Center Retirement Plan, Total assets ($M): 40.612029 · Participants: 729King's Daughters Medical Center Retirement PlanAnderson Regional Medical Center 403(b) Plan, Total assets ($M): 34.644101 · Participants: 1515Anderson Regional Medical Center 403(b) PlanEmployee Benefit Plan of Summit Plastics, Inc., Total assets ($M): 17.426109 · Participants: 203Employee Benefit Plan of Summit Plastics, Inc.
Jackson Preparatory School Tax-Deferred Annuity Tda Plan vs. nearby Other plans in Mississippi, assets vs. participants
Compare Jackson Preparatory School Tax-Deferred Annuity Tda Plan side-by-side with 3 peers →

Jackson Preparatory School Tax-Deferred Annuity Tda Plan's out-of-state Other peers by assets and headcount

Outside Mississippi, the nearest Other by assets is Mid-State Health Center 403(b) Plan in NH ($8M); by covered participants it is Mulherin Lumber Company Stock Bonus Plan & Trust in GA (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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.

Frequently Asked Questions

How did Jackson Preparatory School Tax-Deferred Annuity Tda Plan assets move in 2023? ▼
Jackson Preparatory School Tax-Deferred Annuity Tda Plan edged up modestly - up 2.3% during 2023, from $8M to $8M. Reported net income was $177K.
How have Jackson Preparatory School Foundation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Jackson Preparatory School Foundation's sponsor-wide assets grew 2.3%, from $14M to $14M.
Which Other plans are similar in size to Jackson Preparatory School Tax-Deferred Annuity Tda Plan? ▼
Among Other plans in other states, the closest by assets is Mid-State Health Center 403(b) Plan in NH ($8M, 164 participants).
Which Other plans cover a similar participant headcount to Jackson Preparatory School Tax-Deferred Annuity Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is Mulherin Lumber Company Stock Bonus Plan & Trust in GA (75 participants, N/A in assets).

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 570889451.

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.