Money Purchase · DOL Form 5500 · 2024
Southern Mississippi Planning and Development District Money Purchase Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 143
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $78,896
- Avg per participant Below avg balance/head
Official DOL plan name: Southern Mississippi Planning and Development District Defined Contribution Pension Plan · Sponsored by Southern Mississippi Planning and Development District · Mississippi · Other Services
$11M in assets, 143 participants
Southern Mississippi Planning and Development District's Southern Mississippi Planning and Development District Defined Contribution Pension Plan reported $11M in total assets and 143 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #5,885 in Other Services (7,719 peers)
Coverage in Mississippi
Southern Mississippi Planning and Development District Defined Contribution Pension Plan covers 143 participants in Mississippi, about 39% of the average Mississippi filer (state average ~366 per filing). Assets: $11M.
- #5,885
- in Other Services (7,719 peers)
- +10.6%
- assets growth YoY
Southern Mississippi Planning and Development District Defined Contribution Pension Plan's mid-pack asset rank among Other Services and all filers
Southern Mississippi Planning and Development District Defined Contribution Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,282,075 Top 42% higher than 58% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Southern Mississippi Planning and Development District Defined Contribution Pension Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Mississippi Planning and Development District Defined Contribution Pension Plan sits mid-pack in the medium band (143 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southern Mississippi Planning and Development District Defined Contribution Pension Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Southern Mississippi Planning and Development District Defined Contribution Pension Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Southern Mississippi Planning and Development District Defined Contribution Pension Plan reported participants fell from 147 in the plan year 2023 filing to 143 in the plan year 2024 filing.
DOL schedule card
Filing strip 640441554 · Southern Mississippi Planning and Development District PY 2024 · Money Purchase
Southern Mississippi Planning and Development District Defined Contribution Pension Plan · $11M · 143 · 58th
- PART $11M
- PART 143
- PART 58th
- PART Money Purchase
- PART near Association Anesthesiologists Money Purchase Plan
- PART ind #5885
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 Other Services retirement plans → · Plans in Mississippi →
Southern Mississippi Planning and Development District Defined Contribution Pension Plan in the asset neighbourhood
Mississippi filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| Employer EIN | 640441554 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern Mississippi Planning and Development District)
Sponsor-wide plan assets over time
All Southern Mississippi Planning and Development District plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 29.9853524886507% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 264 | $12M |
| 2023 | 2 | 275 | $14M |
| 2024 | 2 | 269 | $15M |
Nearby Money Purchase Plans in Mississippi
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- IBEW Local 480 Pension Plan $123M · 516
- Bolivar County Headstart Retirement Program $10M · 260
- Gsc-Ila Defined Contribution Plan $2M · 232
- Panama City Employers-Ala Local Number 1482 Money Purchase Pension Plan $182K · 31
- The Ms Group Money Purchase Plan and Trust $134K · 3
Southern Mississippi Planning and Development District Defined Contribution Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Mississippi, the nearest Money Purchase by assets is Association Anesthesiologists Money Purchase Plan in TX ($11M); by covered participants it is The Connell Company Retirement Plan in NJ (143 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.