Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

NORTH MISSISSIPPI HEALTH SERVICES, INC. RETIREMENT PLAN & TRUST AGREEMENT

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

NORTH MISSISSIPPI HEALTH SERVICES, INC.

This Defined Benefit (Pension) plan holds $492M in total assets and serves 1,837 participants as of 2023. It is sponsored by NORTH MISSISSIPPI HEALTH SERVICES, INC. in Mississippi. The plan reported positive net income of $67M for the year.

Total Assets (2023)
$492M
Participants
1,837
State
Industry
Healthcare & Social Assistance

What the Filing Says About NORTH MISSISSIPPI HEALTH SERVICES, INC. RETIREMENT PLAN & TRUST AGREEMENT

NORTH MISSISSIPPI HEALTH SERVICES, INC. RETIREMENT PLAN & TRUST AGREEMENT is a Defined Benefit (Pension) retirement plan sponsored by NORTH MISSISSIPPI HEALTH SERVICES, INC., headquartered in Mississippi. As of the 2023 Form 5500 filing, the plan reports $492M in total end-of-year assets and covers 1,837 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 640653269, and the plan has been effective since 1977-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $425M at the beginning of 2023 to $492M at year-end — a gain of 15.7%. Net assets (after liabilities) closed the year at $492M, with reported net income of $67M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$425M
Total Assets (End of Year)$492M
Net Assets (End of Year)$492M
Net Income$67M
Plan TypeDefined Benefit (Pension)
Employer EIN640653269
Plan Effective Date1977-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NORTH MISSISSIPPI HEALTH SERVICES, INC.)

Year Plans Participants Total Assets
2022 3 16,375 $1.1B
2023 3 16,433 $1.2B
2024 2 14,400 $788M

Nearby Defined Benefit (Pension) Plans in Mississippi

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Frequently Asked Questions

How much money is in the NORTH MISSISSIPPI HEALTH SERVICES, INC. RETIREMENT PLAN & TRUST AGREEMENT?
As of the 2023 Form 5500 filing, NORTH MISSISSIPPI HEALTH SERVICES, INC. RETIREMENT PLAN & TRUST AGREEMENT holds $492M in total assets with 1,837 participants. It is sponsored by NORTH MISSISSIPPI HEALTH SERVICES, INC..
What type of plan is NORTH MISSISSIPPI HEALTH SERVICES, INC. RETIREMENT PLAN & TRUST AGREEMENT?
NORTH MISSISSIPPI HEALTH SERVICES, INC. RETIREMENT PLAN & TRUST AGREEMENT is a Defined Benefit (Pension) plan. It has been effective since 1977-05-01. The plan is filed with the U.S. Department of Labor under EIN 640653269.
Who sponsors the NORTH MISSISSIPPI HEALTH SERVICES, INC. RETIREMENT PLAN & TRUST AGREEMENT?
NORTH MISSISSIPPI HEALTH SERVICES, INC. RETIREMENT PLAN & TRUST AGREEMENT is sponsored by NORTH MISSISSIPPI HEALTH SERVICES, INC., located in Mississippi. The sponsor's EIN is 640653269 and the plan operates in the Healthcare & Social Assistance industry.
How did NORTH MISSISSIPPI HEALTH SERVICES, INC. RETIREMENT PLAN & TRUST AGREEMENT perform in 2023?
NORTH MISSISSIPPI HEALTH SERVICES, INC. RETIREMENT PLAN & TRUST AGREEMENT grew by 15.7% during 2023, moving from $425M to $492M in total assets. Net income was $67M.
Where can I find official filings for NORTH MISSISSIPPI HEALTH SERVICES, INC. RETIREMENT PLAN & TRUST AGREEMENT?
Official Form 5500 filings for NORTH MISSISSIPPI HEALTH SERVICES, INC. RETIREMENT PLAN & TRUST AGREEMENT are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 640653269 or plan name at efast.dol.gov.
How does NORTH MISSISSIPPI HEALTH SERVICES, INC. RETIREMENT PLAN & TRUST AGREEMENT compare to other plans?
You can compare NORTH MISSISSIPPI HEALTH SERVICES, INC. RETIREMENT PLAN & TRUST AGREEMENT against other Defined Benefit (Pension) plans on the plan type page, or view plans in Mississippi on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 640653269.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.