Other · DOL Form 5500 · 2024

Winston County Medical Foundation Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets: 245
Participants Below avg headcount: 59th
Percentile by assets National rank: $47,072
Avg per participant Low balance/head

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Official DOL plan name: Winston County Medical Foundation 403(b) Retirement Plan · Sponsored by Winston County Medical Foundation · Mississippi · Healthcare & Social Assistance

$12M in assets, 245 participants

Winston County Medical Foundation's Winston County Medical Foundation 403(b) Retirement Plan reported $12M in total assets and 245 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

#10,856 in Healthcare & Social Assistance (16,916 peers)

Winston County Medical Foundation multi-year trail

Winston County Medical Foundation's plans moved +25.5% in assets from 2022 to 2024; this filing shows Winston County Medical Foundation 403(b) Retirement Plan at $12M / 245 participants.

#10,856
in Healthcare & Social Assistance (16,916 peers): +14.1%
assets growth YoY

Winston County Medical Foundation 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Winston County Medical Foundation 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$11,532,760 Top 41% higher than 59% 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

Winston County Medical Foundation 403(b) Retirement 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. Winston County Medical Foundation 403(b) Retirement Plan sits mid-pack in the medium band (245 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Winston County Medical Foundation 403(b) Retirement Plan reported net income rose from $915K in the plan year 2023 filing to $1M in the plan year 2024 filing.
Winston County Medical Foundation 403(b) Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Winston County Medical Foundation 403(b) Retirement Plan reported participants rose from 234 in the plan year 2023 filing to 245 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 646010402 · Winston County Medical Foundation PY 2024 · Other

Winston County Medical Foundation 403(b) Retirement Plan · $12M · 245 · 59th

EOY $12M
5500 245
ASSETS 59th
PCT Other
EIN near Institute for Operations Research and the Management Sciences (Informs) 403(b) Plan
RANK ind #10856

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 →

End-of-year total assets ($M) among Winston County Medical Foundation 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Winston County Medical Foundation multi-year asset trail

Latest sponsor-wide plan assets: $12M 25.508334022575212% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	254	$9M
2023	1	234	$10M
2024	1	245	$12M

Winston County Medical Foundation filing trail (2024)

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	$12M
Net Income	$1M
Employer EIN	646010402
Plan Effective Date	1993-10-12
Filing Status	FILING RECEIVED

Nearby Other Plans in Mississippi

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

Winston County Medical Foundation 403(b) Retirement Plan vs. nearby Other plans in Mississippi, assets vs. participants

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

Compare Winston County Medical Foundation 403(b) Retirement Plan side-by-side with 3 peers →

Winston County Medical Foundation 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Mississippi, the nearest Other by assets is Institute for Operations Research and the Management Sciences (Informs) 403(b) Plan in MD ($12M); by covered participants it is Cottey College DC Retirement Plan in MO (245 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Institute for Operations Research and the Management Sciences (Informs) 403(b) Plan (MD) $12M · 41
Asian Americans Advancing Justice - Los Angeles 403(b) Plan (CA) $12M · 121
403(b) Thrift Plan of Alpha Supported Living Services (WA) $12M · 1,054
Tuxedo Park School 403(b) DC Plan (NY) $12M · 46

Similar participant headcount

Nearest other-state filings by covered participants (245 participants); asset peers above are excluded.

Cottey College DC Retirement Plan (MO) 245 · 0 off
Grenwich Academy Inc. Defined Contribution Retirement Plan (CT) 245 · 0 off
Seattle Aquarium Society 403(b) Plan (WA) 245 · 0 off
Northern California Institute for Research and Education 403(b) Plan (CA) 245 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Winston County Medical Foundation 403(b) Retirement Plan assets move in 2024? ▼

Winston County Medical Foundation 403(b) Retirement Plan grew at a solid clip - up 14.1% during 2024, from $10M to $12M. Reported net income was $1M.

How have Winston County Medical Foundation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Winston County Medical Foundation's sponsor-wide assets grew 25.5%, from $9M to $12M.

Which Other plans are similar in size to Winston County Medical Foundation 403(b) Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Institute for Operations Research and the Management Sciences (Informs) 403(b) Plan in MD ($12M, 41 participants).

Which Other plans cover a similar participant headcount to Winston County Medical Foundation 403(b) Retirement Plan? ▼

Among Other plans in other states, the closest by covered participants is Cottey College DC Retirement Plan in MO (245 participants, $32M in assets).

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 646010402.