Defined Benefit (Pension) · DOL Form 5500 · 2024
North Mississippi Health Services, Inc. Pension Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 1,686
- Participants Near avg headcount
- 60th
- Percentile by assets National rank
- $7,381
- Avg per participant Low balance/head
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.
- #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.
- #11,123
- in Healthcare & Social Assistance (16,916 peers)
- -97.5%
- assets change YoY
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.
North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement's mid-pack asset rank among Healthcare & Social Assistance and all filers
North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,444,518 Top 40% higher than 60% 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
North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement lands in the large band (1,686 participants).
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.
EBSA filing schedule strip
Filing strip 640653269 · North Mississippi Health Services, Inc. PY 2024 · Defined Benefit (Pension)
North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement · $12M · 1,686 · 60th
- VS-ST $12M
- VS-ST 1,686
- VS-ST 60th
- VS-ST Defined Benefit (Pension)
- VS-ST near Arizona Chemical Retirement Plan for Collectively Bargained Employees
- VS-ST ind #11123
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 →
North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All North Mississippi Health Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $800M 24.047577379409624% vs 2022
- 2024 filing year
| 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.
- 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
North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Mississippi, the nearest Defined Benefit (Pension) by assets is Arizona Chemical Retirement Plan for Collectively Bargained Employees in TX ($12M); by covered participants it is Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund in WV (1,685 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,686 participants); asset peers above are excluded.
- Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund (WV) 1,685 · 1 off
- Afscme Employees Pension Plan (DC) 1,688 · 2 off
- Blue Cross Blue Shield of Michigan Represented Employees' Retirement Income Plan (MI) 1,682 · 4 off
- Crown Equipment Corporation Retirement Plan (OH) 1,693 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.