Defined Benefit (Pension) · DOL Form 5500 · 2023

Pearl River Valley Electric Power Association Pension Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
124
Participants Small participant base
87th
Percentile by assets National rank
$474,557
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Pearl River Valley Electric Power Association · Sponsored by Pearl River Valley Electric Power Association · Mississippi · Utilities

$59M in assets, 124 participants

Pearl River Valley Electric Power Association's Retirement Plan for Employees of Pearl River Valley Electric Power Association reported $59M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #395 in Utilities (721 peers)

Coverage in Mississippi

Retirement Plan for Employees of Pearl River Valley Electric Power Association covers 124 participants in Mississippi, about 34% of the average Mississippi filer (state average ~366 per filing). Assets: $59M.

#395
in Utilities (721 peers)
+14.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Retirement Plan for Employees of Pearl River Valley Electric Power Association's outsized position by total assets

Retirement Plan for Employees of Pearl River Valley Electric Power Association vs every filed plan by assets

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

$58,845,006 Top 13% higher than 87% 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

Retirement Plan for Employees of Pearl River Valley Electric Power Association 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. Retirement Plan for Employees of Pearl River Valley Electric Power Association sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of Pearl River Valley Electric Power Association reported net income rose from $2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Retirement Plan for Employees of Pearl River Valley Electric Power Association end-of-year assets rose from $52M in the plan year 2022 filing to $59M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 640219645 · Pearl River Valley Electric Power Association PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of Pearl River Valley Electric Power Association · $59M · 124 · 87th

  • ASSETS $59M
  • PCT 124
  • EIN 87th
  • RANK Defined Benefit (Pension)
  • PHOTO near Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust
  • IND ind #395

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 Utilities retirement plans → · Plans in Mississippi →

Retirement Plan for Employees of Pearl River Valley Electric Power Association in the asset neighbourhood

Chicago Title & Trust Company Pension PlanChicago Title & Trust Compan…$59MRetirement Plan for Employees of Pearl River Valley Electric Power AssociationRetirement Plan for Employee…$59MCoastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and TrustCoastal Federal Credit Union…$59MDoosan Pension Plan Number OneDoosan Pension Plan Number O…$59MLaw Companies Group, Inc. Pension PlanLaw Companies Group, Inc. Pe…$59M
End-of-year total assets ($M) among Retirement Plan for Employees of Pearl River Valley Electric Power Association and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Mississippi filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$59M
Net Income$7M
Employer EIN640219645
Plan Effective Date1961-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pearl River Valley Electric Power Association)

Sponsor-wide plan assets over time

All Pearl River Valley Electric Power Association plans reported in each filing year

Latest sponsor-wide plan assets
$102M 21.216052766519653% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $84.1M $102M ▲ +21.2%
Year Plans Participants Total Assets
2022 2 241 $84M
2023 2 247 $95M
2024 2 250 $102M

Nearby Defined Benefit (Pension) Plans in Mississippi

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Pearl River Valley Electric Power Association vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -20000200040006000 0200400600800 Total assets ($M) Participants Retirement Plan for Employees of Pearl River Valley Electric Power Association, Total assets ($M): 58.845006 · Participants: 124Retirement Plan for Employees of Pearl River Valley Electric Power AssociationHancock Whitney Corporation Pension Plan, Total assets ($M): 745.772396 · Participants: 1723Hancock Whitney Corporation Pension PlanNorth Mississippi Health Services, Inc. Retirement Plan & Trust Agreement, Total assets ($M): 491.683623 · Participants: 1837North Mississippi Health Services, Inc. Retirement Plan & Trust AgreementSfb Casualty Ins Co Retirement Plan, Total assets ($M): 430.75458 · Participants: 1492Sfb Casualty Ins Co Retirement PlanCadence Retirement Plan and Trust Agreement, Total assets ($M): 337.803252 · Participants: 4758Cadence Retirement Plan and Trust AgreementSouthern Farm Bureau Life Insurance Company Retirement Plan, Total assets ($M): 229.947844 · Participants: 607Southern Farm Bureau Life Insurance Company Retirement Plan
Retirement Plan for Employees of Pearl River Valley Electric Power Association vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants
Compare Retirement Plan for Employees of Pearl River Valley Electric Power Association side-by-side with 3 peers →

Retirement Plan for Employees of Pearl River Valley Electric Power Association's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Mississippi, the nearest Defined Benefit (Pension) by assets is Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust in NC ($59M); by covered participants it is Orthocarolina Cash Balance Pension Plan in NC (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Retirement Plan for Employees of Pearl River Valley Electric Power Association assets move in 2023? ▼
Retirement Plan for Employees of Pearl River Valley Electric Power Association grew at a solid clip - up 14.1% during 2023, from $52M to $59M. Reported net income was $7M.
How have Pearl River Valley Electric Power Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pearl River Valley Electric Power Association's sponsor-wide assets grew 21.2%, from $84M to $102M.
Where does Retirement Plan for Employees of Pearl River Valley Electric Power Association rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Pearl River Valley Electric Power Association ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Pearl River Valley Electric Power Association? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust in NC ($59M, 523 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Pearl River Valley Electric Power Association? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Orthocarolina Cash Balance Pension Plan in NC (124 participants, $31M 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 640219645.

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.