401(k) · DOL Form 5500 · 2022

Alfa Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$213M
Total assets Near avg plan size
2,208
Participants Above avg headcount
96th
Percentile by assets National rank
$96,556
Avg per participant Below avg balance/head
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Official DOL plan name: Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company · Sponsored by Alfa Mutual Insurance Company · Alabama · Finance & Insurance

$213M in assets, 2,208 participants

Alfa Mutual Insurance Company's Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company reported $213M in total assets and 2,208 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,606 in Finance & Insurance (9,261 peers)

Coverage in Alabama

Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company covers 2,208 participants in Alabama, 6.1x the typical Alabama plan (state average ~360 per filing). Assets: $213M.

#8,606
in Finance & Insurance (9,261 peers)
-18.1%
assets change YoY
2.1×
vs typical plan assets (national mean)

The plan reported a net loss of $47M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company's outsized position by total assets

Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company vs every filed plan by assets

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

$213,196,026 Top 4% higher than 96% 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

Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company'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. Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company lands in the large band (2,208 participants).

DOL schedule card

Filing strip 630262164 · Alfa Mutual Insurance Company PY 2022 · 401(k)

Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company · $213M · 2,208 · 96th

  • EIN $213M
  • RANK 2,208
  • PHOTO 96th
  • IND 401(k)
  • EOY near Wind River Systems, Inc. 401(k) Plan
  • 5500 ind #8606

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 →

Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company in the asset neighbourhood

Blackberry Corporation 401(k) Retirement Savings PlanBlackberry Corporation 401(k…$213MStonex Group Inc. 401(k) Plan$213MSavings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance CompanySavings and Profit Sharing P…$213MWind River Systems, Inc. 401(k) PlanWind River Systems, Inc. 401…$213MOsd Multiple Employer 401(k) PlanOsd Multiple Employer 401(k)…$213M
End-of-year total assets ($M) among Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$260M
Net Assets (End of Year)$213M
Net Income-$47M
Employer EIN630262164
Plan Effective Date1986-01-01
Filing StatusFILING 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
$550M$600M$650M$700M$750M 202220232024 $610M $732M ▲ +20.0%
Year Plans Participants Total Assets
2022 2 3,262 $610M
2023 2 3,248 $671M
2024 2 3,240 $732M

Nearby 401(k) Plans in Alabama

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. 0100002000030000 00.511.522.53 Total assets ($B) Participants Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company, Total assets ($B): 0.213196026 · Participants: 2208Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance CompanyRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company side-by-side with 3 peers →

Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Wind River Systems, Inc. 401(k) Plan in CA ($213M); by covered participants it is Colony Brands, Inc. Retirement Savings Plan in WI (2,208 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($213M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,208 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 Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company assets move in 2022? ▼
Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company declined sharply - down 18.1% during 2022, from $260M to $213M. Reported net income was -$47M.
How have Alfa Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alfa Mutual Insurance Company's sponsor-wide assets grew 20.0%, from $610M to $732M.
Where does Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company rank by assets among Form 5500 filers? ▼
Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company? ▼
Among 401(k) plans in other states, the closest by assets is Wind River Systems, Inc. 401(k) Plan in CA ($213M, 434 participants).
Which 401(k) plans cover a similar participant headcount to Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company? ▼
Among 401(k) plans in other states, the closest by covered participants is Colony Brands, Inc. Retirement Savings Plan in WI (2,208 participants, $155M 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 630262164.

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.