Defined Benefit (Pension) · DOL Form 5500 · 2023
North Mississippi Health Services, Inc. Pension Plan
Data updated 2026-08-25
- $492M
- Total assets Above avg plan size
- 1,837
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $267,656
- Avg per participant High balance/head
Official DOL plan name: North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement · Sponsored by North Mississippi Health Services, Inc. · Mississippi · Healthcare & Social Assistance
$492M in assets, 1,837 participants
North Mississippi Health Services, Inc.'s North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement reported $492M in total assets and 1,837 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #17,257 in Healthcare & Social Assistance (17,684 peers)
Coverage in Mississippi
North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement covers 1,837 participants in Mississippi, 5.0x the typical Mississippi plan (state average ~366 per filing). Assets: $492M.
- #17,257
- in Healthcare & Social Assistance (17,684 peers)
- +15.7%
- assets growth YoY
- 4.9×
- vs typical plan assets (national mean)
North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement's outsized position by total assets
North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$491,683,623 Top 3% higher than 97% 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
North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement lands in the large band (1,837 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement reported net income rose from -$7M in the plan year 2022 filing to $67M in the plan year 2023 filing.
- North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement end-of-year assets rose from $425M in the plan year 2022 filing to $492M in the plan year 2023 filing.
- North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement reported participants fell from 2,033 in the plan year 2022 filing to 1,837 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 640653269 · North Mississippi Health Services, Inc. PY 2023 · Defined Benefit (Pension)
North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement · $492M · 1,837 · 97th
- EIN $492M
- EIN 1,837
- EIN 97th
- EIN Defined Benefit (Pension)
- EIN near Sbera Pension Plan as Adopted by Eastern Bank
- EIN ind #17257
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 →
North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement in the asset neighbourhood
Mississippi filing particulars
| Total Assets (Beginning of Year) | $425M |
|---|---|
| Net Assets (End of Year) | $492M |
| Net Income | $67M |
| Employer EIN | 640653269 |
| Plan Effective Date | 1977-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (North Mississippi Health Services, Inc.)
Sponsor-wide plan assets over time
All North Mississippi Health Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $800M 24.047577379409624% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 16,375 | $1.1B |
| 2023 | 3 | 16,433 | $1.2B |
| 2024 | 3 | 16,086 | $800M |
Nearby Defined Benefit (Pension) Plans in Mississippi
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Hancock Whitney Corporation Pension Plan $746M · 1,723
- Sfb Casualty Ins Co Retirement Plan $431M · 1,492
- Cadence Retirement Plan and Trust Agreement $338M · 4,758
- Southern Farm Bureau Life Insurance Company Retirement Plan $230M · 607
- Pension Plan for Employees of Central Service Association $175M · 450
North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Mississippi, the nearest Defined Benefit (Pension) by assets is Sbera Pension Plan as Adopted by Eastern Bank in MA ($490M); by covered participants it is Curtiss Wright Corporation Retirement Plan in NJ (1,837 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($492M here).
- Sbera Pension Plan as Adopted by Eastern Bank (MA) $490M · 1,534
- Kinder Morgan Retirement Plan B (TX) $494M · 7,005
- Bss Retirement Plan (WA) $490M · 142
- Vns Health Care Pension Plan (NY) $489M · 3,781
Similar participant headcount
Nearest other-state filings by covered participants (1,837 participants); asset peers above are excluded.
- Curtiss Wright Corporation Retirement Plan (NJ) 1,837 · 0 off
- Bwxt Retirement Plan (VA) 1,837 · 0 off
- United States Cold Storage, Inc. Pension Plan (NJ) 1,836 · 1 off
- Riverside Health System Retirement Income Plan (VA) 1,839 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.