Defined Benefit (Pension) · DOL Form 5500 · 2024
North Mississippi Health Services, Inc. Pension Plan
Data updated 2026-08-11
- $12M
- Total assets
- 1,686
- Participants
- 60th
- Percentile by assets
- $7,381
- Avg per participant
Official DOL plan name: North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement · Sponsored by North Mississippi Health Services, Inc. · Mississippi · Healthcare & Social Assistance
$12M in assets, 1,686 participants
North Mississippi Health Services, Inc.'s North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement reported $12M in total assets and 1,686 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- 60th percentile by assets (of 123,622 plans)
- #11,123 in Healthcare & Social Assistance (16,916 peers)
Coverage in Mississippi
North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement covers 1,686 participants in Mississippi, 4.6x the typical Mississippi plan (state average ~366 per filing). Assets: $12M.
- $12M
- total plan assets (2024 EOY)
- 1,686
- covered participants
- 60th
- percentile by assets (of 123,622 plans)
- $7,381
- avg assets per participant
The plan reported a net loss of $479M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement reported net income fell from $67M in the plan year 2023 filing to -$479M in the plan year 2024 filing.
- North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement end-of-year assets fell from $492M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement reported participants fell from 1,837 in the plan year 2023 filing to 1,686 in the plan year 2024 filing.
Participants vs Mississippi filers
In Mississippi, the average filing covers about 366 participants across 521 plans. North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement reports 1,686 participants - 4.6x that state average ($12M EOY assets).
Mississippi filing particulars
| Total Assets (Beginning of Year) | $492M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$479M |
| Employer EIN | 640653269 |
| Plan Effective Date | 1977-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (North Mississippi Health Services, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 16,375 | $1.1B |
| 2023 | 3 | 16,433 | $1.2B |
| 2024 | 3 | 16,086 | $800M |
Nearby Defined Benefit (Pension) Plans in Mississippi
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants
- Hancock Whitney Corporation Pension Plan $735M · 1,627
- Sfb Casualty Ins Co Retirement Plan $446M · 1,529
- Cadence Retirement Plan and Trust Agreement $341M · 5,242
- Southern Farm Bureau Life Insurance Company Retirement Plan $222M · 628
- Pension Plan for Employees of Central Service Association $187M · 473
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement by total assets, not by location.
Frequently Asked Questions
How did North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement assets move in 2024? ▼
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Filing takeaways
Ways to act on North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement's numbers.
- By total assets, North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Mississippi. Compare plans
- North Mississippi Health Services, Inc.'s sponsor-wide assets have declined 24.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans