Other · DOL Form 5500 · 2024
Three Rivers Planning and Development District, Inc Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 92
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $142,647
- Avg per participant Near avg balance/head
Official DOL plan name: Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan · Sponsored by Three Rivers Planning and Development District, Inc · Mississippi · Other Services
$13M in assets, 92 participants
Three Rivers Planning and Development District, Inc's Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan reported $13M in total assets and 92 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #6,050 in Other Services (7,719 peers)
Three Rivers Planning and Development District, Inc multi-year trail
Three Rivers Planning and Development District, Inc's plans moved +23.7% in assets from 2022 to 2024; this filing shows Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan at $13M / 92 participants.
- #6,050
- in Other Services (7,719 peers)
- +12.2%
- assets growth YoY
Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan's mid-pack asset rank among Other Services and all filers
Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,123,489 Top 38% higher than 62% 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
Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan is a small filing (92 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 640507939 · Three Rivers Planning and Development District, Inc PY 2024 · Other
Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan · $13M · 92 · 62nd
- EOY $13M
- 5500 92
- ASSETS 62nd
- PCT Other
- EIN near Lake Forest Graduate School of Management Retirement Savings Plan
- RANK ind #6050
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 →
Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan in the asset neighbourhood
Three Rivers Planning and Development District, Inc multi-year asset trail
Sponsor-wide plan assets over time
All Three Rivers Planning and Development District, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 23.695165689099998% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 196 | $18M |
| 2023 | 2 | 184 | $20M |
| 2024 | 2 | 184 | $22M |
Three Rivers Planning and Development District, Inc filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $1M |
| Employer EIN | 640507939 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
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
Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Mississippi, the nearest Other by assets is Lake Forest Graduate School of Management Retirement Savings Plan in IL ($13M); by covered participants it is Pia Automation US Inc 401(k) Retirement Plan in IN (92 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Lake Forest Graduate School of Management Retirement Savings Plan (IL) $13M · 170
- Rural Health Group, Inc. Tax Deferred Annuity Plan (NC) $13M · 350
- 403(b) Thrift Plan of the Handicapped Children's Association of Southern New York, Inc. (NY) $13M · 370
- Lakeshore Community Services, Inc. Tsa Retirement Savings Plan (PA) $13M · 269
Similar participant headcount
Nearest other-state filings by covered participants (92 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.