Other · DOL Form 5500 · 2024

Southern Mississippi Planning and Development District Retirement Plan

Data updated 2026-08-11

$4M
Total assets
126
Participants
37th
Percentile by assets
$30,170
Avg per participant
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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.

  • 37th percentile by assets (of 123,622 plans)
  • #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.

$4M
total plan assets (2024 EOY)
126
covered participants
37th
percentile by assets (of 123,622 plans)
$30,170
avg assets per participant

Where Southern Mississippi Planning and Development District 403(b) Plan sits by total assets

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

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

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.

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 403(b) Plan reports 126 participants - about 34% of that state average ($4M EOY assets).

Mississippi filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$39K
Employer EIN640441554
Plan Effective Date2018-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Mississippi Planning and Development District)

$10M$12M$14M$16M 202220232024 $11.6M $15.1M ▲ +30.0%
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 Other Plans in Mississippi

Peer Other plans, same state, same plan type, ranked by total assets.

Southern Mississippi Planning and Development District 403(b) Plan vs. nearby Other plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1000100200300400500 Total assets ($M) Participants Southern Mississippi…, Total assets ($M): 3.80145 · Participants: 126Southern Mississippi…North Mississippi He…, Total assets ($M): 425.799653 · Participants: 7212North Mississippi He…Mississippi Methodis…, Total assets ($M): 57.200776 · Participants: 810Mississippi Methodis…King's Daughters Med…, Total assets ($M): 45.239436 · Participants: 772King's Daughters Med…Anderson Regional Me…, Total assets ($M): 34.236993 · Participants: 1645Anderson Regional Me…Employee Benefit Pla…, Total assets ($M): 19.141581 · Participants: 279Employee Benefit Pla…
Southern Mississippi Planning and Development District 403(b) Plan vs. nearby Other plans in Mississippi, assets vs. participants
Compare Southern Mississippi Planning and Develo… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Southern Mississippi Planning and Development District 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Southern Mississippi Planning and Development District 403(b) Plan assets move in 2024? ▼
Southern Mississippi Planning and Development District 403(b) Plan edged up modestly - up 1.0% during 2024, from $4M to $4M. Reported net income was $39K.
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 Other plans are similar in size to Southern Mississippi Planning and Development District 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is The Grammar School, Inc. 403(b) Plan in VT ($4M, 12 participants).

Next read for Southern Mississippi Planning and Develo…

Filing takeaways

Ways to act on Southern Mississippi Planning and Development District 403(b) Plan's numbers.

  • By total assets, Southern Mississippi Planning and Development District 403(b) Plan ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other 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.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.