Defined Benefit (Pension) · DOL Form 5500 · 2022

American & Efird LLC Pension Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
237
Participants Below avg headcount
84th
Percentile by assets National rank
$144,325
Avg per participant Above avg balance/head
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Official DOL plan name: American & Efird Employees' Pension Plan · Sponsored by American & Efird LLC · North Carolina · Manufacturing

$34M in assets, 237 participants

American & Efird LLC's American & Efird Employees' Pension Plan reported $34M in total assets and 237 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #15,972 in Manufacturing (20,602 peers)

Coverage in North Carolina

American & Efird Employees' Pension Plan covers 237 participants in North Carolina, about 29% of the average North Carolina filer (state average ~819 per filing). Assets: $34M.

#15,972
in Manufacturing (20,602 peers)
-16.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

American & Efird Employees' Pension Plan's outsized position by total assets

American & Efird Employees' Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$34,205,114 Top 16% higher than 84% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

American & Efird Employees' Pension Plan 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. American & Efird Employees' Pension Plan sits mid-pack in the medium band (237 participants).

DOL schedule card

Filing strip 453709699 · American & Efird LLC PY 2022 · Defined Benefit (Pension)

American & Efird Employees' Pension Plan · $34M · 237 · 84th

  • PCT $34M
  • PCT 237
  • PCT 84th
  • PCT Defined Benefit (Pension)
  • PCT near Graphic Communications Union Local 2-C Retirement Benefit Plan
  • PCT ind #15972

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 Manufacturing retirement plans → · Plans in North Carolina →

American & Efird Employees' Pension Plan in the asset neighbourhood

American & Efird Employees' Pension PlanAmerican & Efird Employees' …$34MGraphic Communications Union Local 2-C Retirement Benefit PlanGraphic Communications Union…$34MPension Plan for Members of the Bargaining Unit of Greater Baltimore Medical CenterPension Plan for Members of …$34MHowmedica Osteonics Pension Plan for Rutherford Bargaining Unit EmployeesHowmedica Osteonics Pension …$34MKramer Levin Employees' Retirement PlanKramer Levin Employees' Reti…$34M
End-of-year total assets ($M) among American & Efird Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$34M
Net Income-$7M
Employer EIN453709699
Plan Effective Date2011-11-07
Filing StatusFILING RECEIVED

Sponsor Plan History (American & Efird LLC)

Sponsor-wide plan assets over time

All American & Efird LLC plans reported in each filing year

Latest sponsor-wide plan assets
$36M 5.654049274620164% vs 2022
2024 filing year
$34M$35M$36M$37M 202220232024 $34.2M $36.1M ▲ +5.6%
Year Plans Participants Total Assets
2022 1 237 $34M
2023 1 215 $36M
2024 1 192 $36M

Nearby Defined Benefit (Pension) Plans in North Carolina

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

American & Efird Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -505101520 Total assets ($B) Participants American & Efird Employees' Pension Plan, Total assets ($B): 0.034205114 · Participants: 237American & Efird Employees' Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 17.0193439 · Participants: 12452Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 12.462364023 · Participants: 37931Truist Financial Corporation Pension PlanDuke Energy Legacy Pension Plan, Total assets ($B): 4.0414 · Participants: 346Duke Energy Legacy Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 3.182 · Participants: 16132Duke Energy Retirement Cash Balance PlanTime Warner Cable Pension Plan, Total assets ($B): 2.583220843 · Participants: 18624Time Warner Cable Pension Plan
American & Efird Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare American & Efird Employees' Pension Plan side-by-side with 3 peers →

American & Efird Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Graphic Communications Union Local 2-C Retirement Benefit Plan in MI ($34M); by covered participants it is Panasonic Pension Plan in NJ (237 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (237 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did American & Efird Employees' Pension Plan assets move in 2022? ▼
American & Efird Employees' Pension Plan declined sharply - down 16.5% during 2022, from $41M to $34M. Reported net income was -$7M.
How have American & Efird LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American & Efird LLC's sponsor-wide assets grew 5.7%, from $34M to $36M.
Where does American & Efird Employees' Pension Plan rank by assets among Form 5500 filers? ▼
American & Efird Employees' Pension Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to American & Efird Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Graphic Communications Union Local 2-C Retirement Benefit Plan in MI ($34M, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to American & Efird Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Panasonic Pension Plan in NJ (237 participants, $270M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 453709699.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.