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Employer · plans filed under one EIN

Southern Mississippi Planning and Development District

Gulfport, MS · Other services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$17.5Mnet assets across plans
454participant records313 active
$1.1Memployer contributions, latest plan years$3,601 per active record
$7,259Schedule C compensation to organisations$15.99 per participant record

Southern Mississippi Planning and Development District, based in Gulfport, Mississippi, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 454 participant records and $17.5M in net assets.

The largest is Southern Mississippi Planning and Development District Defined Contribution Pension Plan, a money purchase plan with 250 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $1.1M and participant contributions $379K in the latest plan years; benefits paid were $839K. Schedule C compensation reported to service provider organisations totalled $7,259.

Combined net assets moved from $3.8M in 2009 to $17.5M in 2025 (up 356%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Southern Mississippi Planning and Development District Defined Contribution Pension Planmoney purchase plan2025250$12.9M$51,778$5,929$4,643
Southern Mississippi Planning and Development District 403(b) Plan403(b) plan2025204$4.6M$22,346$1,038$2,616
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $3.8M2010: $4.1M2011: $4.1M2012: $4.7M2013: $4.9M2014: $5.0M2015: $4.8M2016: $5.2M2017: $6.2M2018: $7.7M2019: $9.3M2020: $11.3M2021: $12.7M2022: $11.6M2023: $14.0M2024: $15.1M2025: $17.5M$3.8M$17.5M200920122016202020242025
Combined net assets
2009: 1522010: 1652011: 2722012: 1662013: 1542014: 1682015: 1862016: 1922017: 2152018: 3652019: 3952020: 3772021: 3512022: 3762023: 3952024: 4352025: 454152454200920122016202020242025
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20252454$17.5M$1.1M$379K
20242435$15.1M$1.0M$354K
20232395$14.0M$959K$394K
20222376$11.6M$912K$334K
20212351$12.7M$839K$287K
20202377$11.3M$868K$308K
20192395$9.3M$837K$312K
20182365$7.7M$720K$229K
20171215$6.2M$645K$0
20161192$5.2M$617K$0
20151186$4.8M$575K$0
20141168$5.0M$523K$0
20131154$4.9M$475K$0
20121166$4.7M$479K$0
20111272$4.1M$455K$0
20101165$4.1M$423K$0
20091152$3.8M$401K$0

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Variable Annuity Life Insurance Co.Custodial (securities); Investment advisory (participants); Investment management; Legal2$7,259

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Variable Annuity Life Insurance Co.$7,259

Questions and answers

How many retirement plans does Southern Mississippi Planning and Development District have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Southern Mississippi Planning and Development District Defined Contribution Pension Plan and Southern Mississippi Planning and Development District 403(b) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Southern Mississippi Planning and Development District contribute to its plans?

$1,127,089 in employer contributions across these plans in their latest plan years, about $3,601 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Variable Annuity Life Insurance Co.. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.