Defined Benefit (Pension) · DOL Form 5500 · 2023

Terry C. Smith, M.D., P.a. Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
2
Participants Small participant base
49th
Percentile by assets National rank
$3.2M
Avg per participant High balance/head
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Official DOL plan name: Terry C. Smith, M.D., P.a. Retirement Plan · Sponsored by Terry C. Smith, M.D., P.a. · Mississippi · Healthcare & Social Assistance

$6M in assets, 2 participants

Terry C. Smith, M.D., P.a.'s Terry C. Smith, M.D., P.a. Retirement Plan reported $6M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,539 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Terry C. Smith, M.D., P.a. Retirement Plan holds $6M for 2 participants - about $3.2M per participant, in the lower half of filed plans by assets.

#9,539
in Healthcare & Social Assistance (17,684 peers)
+1.6%
assets growth YoY

Terry C. Smith, M.D., P.a. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Terry C. Smith, M.D., P.a. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,322,357 49th percentile higher than 49% of 127,068 filed plans

This plan $0 $2,050,000,000 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 2023

Terry C. Smith, M.D., P.a. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Terry C. Smith, M.D., P.a. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Terry C. Smith, M.D., P.a. Retirement Plan reported net income fell from $168K in the plan year 2022 filing to $97K in the plan year 2023 filing.
  • Terry C. Smith, M.D., P.a. Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 721384583 · Terry C. Smith, M.D., P.a. PY 2023 · Defined Benefit (Pension)

Terry C. Smith, M.D., P.a. Retirement Plan · $6M · 2 · 49th

  • EOY $6M
  • EOY 2
  • EOY 49th
  • EOY Defined Benefit (Pension)
  • EOY near Southworth-Milton, Inc. Bargaining Unit Pension Plan
  • EOY ind #9539

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 Healthcare & Social Assistance retirement plans → · Plans in Mississippi →

Terry C. Smith, M.D., P.a. Retirement Plan in the asset neighbourhood

Terry C. Smith, M.D., P.a. Retirement PlanTerry C. Smith, M.D., P.a. R…$6MSouthworth-Milton, Inc. Bargaining Unit Pension PlanSouthworth-Milton, Inc. Barg…$6MPacific Holdings Pension Plan$6MLime, LLC Defined Benefit Pension PlanLime, LLC Defined Benefit Pe…$6MMinnesota Orchestral Association Pension Plan for MusiciansMinnesota Orchestral Associa…$6M
End-of-year total assets ($M) among Terry C. Smith, M.D., P.a. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$97K
Employer EIN721384583
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Terry C. Smith, M.D., P.a.)

Sponsor-wide plan assets over time

All Terry C. Smith, M.D., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 1.551553296054892% vs 2022
2024 filing year
$6.2M$6.25M$6.3M$6.35M 202220232024 $6.23M $6.32M ▲ +1.4%
Year Plans Participants Total Assets
2022 1 2 $6M
2023 1 2 $6M
2024 1 2 $6M

Nearby Defined Benefit (Pension) Plans in Mississippi

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Terry C. Smith, M.D., P.a. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600800 Total assets ($M) Participants Terry C. Smith, M.D., P.a. Retirement Plan, Total assets ($M): 6.322357 · Participants: 2Terry C. Smith, M.D., P.a. Retirement PlanHancock Whitney Corporation Pension Plan, Total assets ($M): 745.772396 · Participants: 1723Hancock Whitney Corporation Pension PlanNorth Mississippi Health Services, Inc. Retirement Plan & Trust Agreement, Total assets ($M): 491.683623 · Participants: 1837North Mississippi Health Services, Inc. Retirement Plan & Trust AgreementSfb Casualty Ins Co Retirement Plan, Total assets ($M): 430.75458 · Participants: 1492Sfb Casualty Ins Co Retirement PlanCadence Retirement Plan and Trust Agreement, Total assets ($M): 337.803252 · Participants: 4758Cadence Retirement Plan and Trust AgreementSouthern Farm Bureau Life Insurance Company Retirement Plan, Total assets ($M): 229.947844 · Participants: 607Southern Farm Bureau Life Insurance Company Retirement Plan
Terry C. Smith, M.D., P.a. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants
Compare Terry C. Smith, M.D., P.a. Retirement Plan side-by-side with 3 peers →

Terry C. Smith, M.D., P.a. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Mississippi, the nearest Defined Benefit (Pension) by assets is Southworth-Milton, Inc. Bargaining Unit Pension Plan in MA ($6M); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Terry C. Smith, M.D., P.a. Retirement Plan assets move in 2023? ▼
Terry C. Smith, M.D., P.a. Retirement Plan edged up modestly - up 1.6% during 2023, from $6M to $6M. Reported net income was $97K.
How have Terry C. Smith, M.D., P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Terry C. Smith, M.D., P.a.'s sponsor-wide assets grew 1.6%, from $6M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Terry C. Smith, M.D., P.a. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Southworth-Milton, Inc. Bargaining Unit Pension Plan in MA ($6M, 36 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Terry C. Smith, M.D., P.a. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K in assets).

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 721384583.

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.