Money Purchase · DOL Form 5500 · 2024

Southern Mississippi Planning and Development District Money Purchase Plan

Data updated 2026-08-11

$11M
Total assets: 143
Participants: 58th
Percentile by assets: $78,896
Avg per participant

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.

58th percentile by assets (of 123,622 plans)
#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.

$11M
total plan assets (2024 EOY): 143
covered participants: 58th
percentile by assets (of 123,622 plans): $78,896
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Mississippi

Industry

Other Services

Participants vs Mississippi filers

In Mississippi, the average filing covers about 366 participants across 521 plans. Southern Mississippi Planning and Development District Defined Contribution Pension Plan reports 143 participants - about 39% of that state average ($11M EOY assets).

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)

Total plan assets by year, all Southern Mississippi Planning and Development District plans on file

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.

Southern Mississippi Planning and Development District Defined Contribution Pension Plan vs. nearby Money Purchase plans in Mississippi, assets vs. participants

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

Compare Southern Mississippi Planning and Develo… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Southern Mississippi Planning and Development District Defined Contribution Pension Plan by total assets, not by location.

Association Anesthesiologists Money Purchase Plan (TX) $11M · 7
Madison Community Hospital Employees' Retirement Plan (SD) $11M · 264
Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - Mpp Aspect (OR) $11M · 262
Cement Masons Local Union No. 111 Pension Fund (NY) $11M · 89

Frequently Asked Questions

How did Southern Mississippi Planning and Development District Defined Contribution Pension Plan assets move in 2024? ▼

Southern Mississippi Planning and Development District Defined Contribution Pension Plan grew at a solid clip - up 10.6% during 2024, from $10M to $11M. Reported net income was $1M.

How have Southern Mississippi Planning and Development District plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Southern Mississippi Planning and Development District's sponsor-wide assets grew 30.0%, from $12M to $15M.

Which Money Purchase plans are similar in size to Southern Mississippi Planning and Development District Defined Contribution Pension Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Association Anesthesiologists Money Purchase Plan in TX ($11M, 7 participants).

Next read for Southern Mississippi Planning and Develo…

Filing takeaways

Ways to act on Southern Mississippi Planning and Development District Defined Contribution Pension Plan's numbers.

By total assets, Southern Mississippi Planning and Development District Defined Contribution Pension Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Mississippi. Compare plans
Southern Mississippi Planning and Development District's sponsor-wide assets have grown 30.0% since 2022 across 3 plan years on file. More Other Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 640441554.