Defined Benefit (Pension) · DOL Form 5500 · 2022
Alfa Mutual Insurance Company Pension Plan
Data updated 2026-08-25
- $397M
- Total assets Above avg plan size
- 1,054
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $376,681
- Avg per participant High balance/head
Official DOL plan name: Alabama Farmers Federation and Affiliated Companies Retirement Plan · Sponsored by Alfa Mutual Insurance Company · Alabama · Finance & Insurance
$397M in assets, 1,054 participants
Alfa Mutual Insurance Company's Alabama Farmers Federation and Affiliated Companies Retirement Plan reported $397M in total assets and 1,054 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #8,834 in Finance & Insurance (9,261 peers)
Coverage in Alabama
Alabama Farmers Federation and Affiliated Companies Retirement Plan covers 1,054 participants in Alabama, 2.9x the typical Alabama plan (state average ~360 per filing). Assets: $397M.
- #8,834
- in Finance & Insurance (9,261 peers)
- -20.3%
- assets change YoY
- 4.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $101M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Alabama Farmers Federation and Affiliated Companies Retirement Plan's outsized position by total assets
Alabama Farmers Federation and Affiliated Companies Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$397,021,842 Top 3% higher than 97% 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
Alabama Farmers Federation and Affiliated Companies Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alabama Farmers Federation and Affiliated Companies Retirement Plan lands in the large band (1,054 participants).
Form 5500 schedule snapshot
Filing strip 630262164 · Alfa Mutual Insurance Company PY 2022 · Defined Benefit (Pension)
Alabama Farmers Federation and Affiliated Companies Retirement Plan · $397M · 1,054 · 97th
- BOOK $397M
- VS-ST 1,054
- BOY 97th
- SCH Defined Benefit (Pension)
- EBSA near San Diego County Construction Laborers' Pension Trust Fund
- PART ind #8834
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 Alabama →
Alabama Farmers Federation and Affiliated Companies Retirement Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $498M |
|---|---|
| Net Assets (End of Year) | $397M |
| Net Income | -$101M |
| Employer EIN | 630262164 |
| Plan Effective Date | 1976-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alfa Mutual Insurance Company)
Sponsor-wide plan assets over time
All Alfa Mutual Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $732M 19.983253423841074% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,262 | $610M |
| 2023 | 2 | 3,248 | $671M |
| 2024 | 2 | 3,240 | $732M |
Nearby Defined Benefit (Pension) Plans in Alabama
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation Retirement Plan $1.2B · 309
- Regions Financial Corporation Retirement Plan for Associates $700M · 2,672
- Blue Cross and Blue Shield of Alabama Retirement Plan $655M · 2,154
- Vulcan Materials Company Pension Plan $503M · 879
- American Cast Iron Pipe Company Pension Plan $432M · 869
Alabama Farmers Federation and Affiliated Companies Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Alabama, the nearest Defined Benefit (Pension) by assets is San Diego County Construction Laborers' Pension Trust Fund in CA ($397M); by covered participants it is Licking Memorial Hospital Pension Plan in OH (1,054 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($397M here).
- San Diego County Construction Laborers' Pension Trust Fund (CA) $397M · 2,718
- Plumbers & Pipefitters Local No. 25 Pension Fund (IL) $397M · 896
- Local 272 Labor Management Pension Fund (NY) $398M · 4,690
- Iron Workers Pension Plan (NJ) $398M · 1,572
Similar participant headcount
Nearest other-state filings by covered participants (1,054 participants); asset peers above are excluded.
- Licking Memorial Hospital Pension Plan (OH) 1,054 · 0 off
- AFL-CIO Staff Retirement Plan (DC) 1,054 · 0 off
- American Maritime Officers Pension Plan (FL) 1,054 · 0 off
- United Wire, Metal & Machine Pension Fund (NY) 1,055 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.