Plan Ledger DOL Form 5500 · updated monthly

North Mississippi Health Services, Inc.403(b)

NORTH MISSISSIPPI HEALTH SERVICES 403(B) PLAN · TUPELO, MS · plan year 2025

Reported admin expense ratio · 2025
0.10%

North Mississippi Health Services, Inc. reported $454,936 in plan administrative expenses for 2025: 0.10% of average plan assets, above the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 4 years on file its reported administrative ratio has held roughly steady near 0.100%. The plan sits in the $250M–$1B size bracket, benchmarked here against 230 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 6th-largest of 367 plans among Mississippi employers on file, and the 334th of 11,911 in health care & social assistance. active participation has grown from 7,294 to 8,070 since 2022.

Plan summary
Net assets, end of year$488,084,689
Participants with balances6,325
Active participants8,070
Employer contributions—
Employee contributions$30,045,333
Employer contribution per active participant—
Average account balance$77,168
Benefits paid to participants$47,514,731
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$488.1M · 6,325 accts
2024$425.8M · 6,002 accts
2023$389.9M · 5,793 accts
2022$340.1M · 5,543 accts
Administrative expenses, itemized · 2025
Investment management$423,211
Audit (IQPA)$31,725
Total administrative$454,936
What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
LINCOLN NATIONAL CORPORATION · Contract administrator$465,257
GERBER/TAYLOR ASSOCIATES, INC. · Pension consulting$64,689
FORVIS MAZARS, LLP · Accounting / audit$31,725

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$454,936 · 0.10%
2024$414,800 · 0.10%
2023$359,223 · 0.10%
2022$354,700 · 0.10%
All plans at this employer2
NORTH MISSISSIPPI HEALTH SERVICES 403(B) PLAN403(b)
NORTH MISSISSIPPI HEALTH SERVICES EMPLOYER SAVINGS PLANProfit-sharing plan
Same employer
Similar plansHealth Care & Social Assistance · Mississippi
Vitas Healthcare Corporation FL$492.6M · 0.17%
Prevea Clinic, Inc. WI$491.7M · 0.07%
Altru Health System ND$488.6M · 0.06%
McFarland Clinic, P.C. IA$487.9M · 0.13%
Munson Healthcare MI$485.7M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 640653269 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.