Defined Benefit (Pension) · DOL Form 5500 · 2022
Ky Farm Bureau Mutual Ins Co Pension Plan
Data updated 2026-08-25
- $125M
- Total assets Near avg plan size
- 261
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $478,147
- Avg per participant High balance/head
Official DOL plan name: Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust · Sponsored by Ky Farm Bureau Mutual Ins Co · Kentucky · Finance & Insurance
$125M in assets, 261 participants
Ky Farm Bureau Mutual Ins Co's Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust reported $125M in total assets and 261 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #8,331 in Finance & Insurance (9,261 peers)
Coverage in Kentucky
Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust covers 261 participants in Kentucky, about 40% of the average Kentucky filer (state average ~647 per filing). Assets: $125M.
- #8,331
- in Finance & Insurance (9,261 peers)
- -16.3%
- assets change YoY
- 1.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $24M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust's outsized position by total assets
Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$124,796,282 Top 6% higher than 94% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust sits mid-pack in the medium band (261 participants).
DOL schedule card
Filing strip 610392792 · Ky Farm Bureau Mutual Ins Co PY 2022 · Defined Benefit (Pension)
Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust · $125M · 261 · 94th
- EIN $125M
- RANK 261
- PHOTO 94th
- IND Defined Benefit (Pension)
- EOY near Woodside Energy USA Services Inc. Retirement Income Plan
- 5500 ind #8331
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 Finance & Insurance retirement plans → · Plans in Kentucky →
Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $149M |
|---|---|
| Net Assets (End of Year) | $125M |
| Net Income | -$24M |
| Employer EIN | 610392792 |
| Plan Effective Date | 1951-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ky Farm Bureau Mutual Ins Co)
Sponsor-wide plan assets over time
All Ky Farm Bureau Mutual Ins Co plans reported in each filing year
- Latest sponsor-wide plan assets
- $231M 13.536863747879439% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 886 | $203M |
| 2023 | 2 | 852 | $213M |
| 2024 | 2 | 885 | $231M |
Nearby Defined Benefit (Pension) Plans in Kentucky
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Lg&e and Ku Pension Plan $1.1B · 983
- Ashland Hercules Pension Plan $946M · 317
- Yum Brands Retirement Plan $754M · 4,539
- Brown-Forman Corporation Salaried Employees Retirement Plan $560M · 1,262
- Ashland Hercules Pension Plan II $415M · 285
Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Woodside Energy USA Services Inc. Retirement Income Plan in TX ($125M); by covered participants it is Healthnow Ny Inc. Retirement Bonus Plan in PA (261 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($125M here).
- Woodside Energy USA Services Inc. Retirement Income Plan (TX) $125M · 44
- IBEW Local No. 82 Pension Plan (PA) $125M · 582
- Ntn Employees Pension Plan (IL) $125M · 898
- Central Vermont Medical Center Employees Pension Plan (VT) $125M · 403
Similar participant headcount
Nearest other-state filings by covered participants (261 participants); asset peers above are excluded.
- Healthnow Ny Inc. Retirement Bonus Plan (PA) 261 · 0 off
- Consolidated Retirement Plan of Dole Food Company, Inc. (NC) 261 · 0 off
- Painters Union Local #1052 Pension Trust Fund (MI) 261 · 0 off
- IBEW Local 129 Pension Fund Pension Plan (MI) 261 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.