Other · DOL Form 5500 · 2024
Southern Mississippi Planning and Development District Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 126
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $30,170
- Avg per participant Low balance/head
Official DOL plan name: Southern Mississippi Planning and Development District 403(b) Plan · Sponsored by Southern Mississippi Planning and Development District · Mississippi · Other Services
$4M in assets, 126 participants
Southern Mississippi Planning and Development District's Southern Mississippi Planning and Development District 403(b) Plan reported $4M in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.
- #4,685 in Other Services (7,719 peers)
Coverage in Mississippi
Southern Mississippi Planning and Development District 403(b) Plan covers 126 participants in Mississippi, about 34% of the average Mississippi filer (state average ~366 per filing). Assets: $4M.
- #4,685
- in Other Services (7,719 peers)
- +1.0%
- assets growth YoY
Southern Mississippi Planning and Development District 403(b) Plan's mid-pack asset rank among Other Services and all filers
Southern Mississippi Planning and Development District 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,801,450 37th percentile higher than 37% 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 403(b) 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 403(b) Plan sits mid-pack in the medium band (126 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southern Mississippi Planning and Development District 403(b) Plan reported net income fell from $799K in the plan year 2023 filing to $39K in the plan year 2024 filing.
- Southern Mississippi Planning and Development District 403(b) Plan reported participants fell from 128 in the plan year 2023 filing to 126 in the plan year 2024 filing.
- Southern Mississippi Planning and Development District 403(b) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 640441554 · Southern Mississippi Planning and Development District PY 2024 · Other
Southern Mississippi Planning and Development District 403(b) Plan · $4M · 126 · 37th
- PHOTO $4M
- PHOTO 126
- PHOTO 37th
- PHOTO Other
- PHOTO near The Grammar School, Inc. 403(b) Plan
- PHOTO ind #4685
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 403(b) Plan in the asset neighbourhood
Mississippi filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $39K |
| Employer EIN | 640441554 |
| Plan Effective Date | 2018-10-01 |
| 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 Other Plans in Mississippi
Peer Other plans, same state, same plan type, ranked by total assets.
- North Mississippi Health Services, Inc. 403(b) Plan $426M · 7,212
- Mississippi Methodist Hospital Rehabilitation Center Retirement Plan $57M · 810
- King's Daughters Medical Center Retirement Plan $45M · 772
- Anderson Regional Medical Center 403(b) Plan $34M · 1,645
- Employee Benefit Plan of Summit Plastics, Inc. $19M · 279
Southern Mississippi Planning and Development District 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Mississippi, the nearest Other by assets is The Grammar School, Inc. 403(b) Plan in VT ($4M); by covered participants it is Agency for Community Transit 403b Retirement Plan in IL (126 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (126 participants); asset peers above are excluded.
- Agency for Community Transit 403b Retirement Plan (IL) 126 · 0 off
- Winsor School 403b Plan (MA) 126 · 0 off
- North Carolina Museum of Life and Science 403(b) DC (Defined Contribution) Plan (NC) 126 · 0 off
- Accesslex Institute 403(b) Plan (PA) 126 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.