401(k) · DOL Form 5500 · 2022

Southern Farm Bureau Casualty Insurance Company 401(k) Plan

Data updated 2026-08-25

$433M
Total assets Above avg plan size
2,626
Participants Above avg headcount
98th
Percentile by assets National rank
$164,773
Avg per participant Above avg balance/head
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Official DOL plan name: Southern Farm Bureau and Adopting Companies 401(k) Plan · Sponsored by Southern Farm Bureau Casualty Insurance Company · Mississippi · Finance & Insurance

$433M in assets, 2,626 participants

Southern Farm Bureau Casualty Insurance Company's Southern Farm Bureau and Adopting Companies 401(k) Plan reported $433M in total assets and 2,626 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,864 in Finance & Insurance (9,261 peers)

Coverage in Mississippi

Southern Farm Bureau and Adopting Companies 401(k) Plan covers 2,626 participants in Mississippi, 7.2x the typical Mississippi plan (state average ~366 per filing). Assets: $433M.

#8,864
in Finance & Insurance (9,261 peers)
-18.0%
assets change YoY
4.3×
vs typical plan assets (national mean)

The plan reported a net loss of $95M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southern Farm Bureau and Adopting Companies 401(k) Plan's outsized position by total assets

Southern Farm Bureau and Adopting Companies 401(k) Plan vs every filed plan by assets

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

$432,693,601 Top 2% higher than 98% 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

Southern Farm Bureau and Adopting Companies 401(k) 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. Southern Farm Bureau and Adopting Companies 401(k) Plan lands in the large band (2,626 participants).

Form 5500 schedule snapshot

Filing strip 640288243 · Southern Farm Bureau Casualty Insurance Company PY 2022 · 401(k)

Southern Farm Bureau and Adopting Companies 401(k) Plan · $433M · 2,626 · 98th

  • 5500 $433M
  • ASSETS 2,626
  • PCT 98th
  • EIN 401(k)
  • RANK near U-Haul Holding Company 401(k) Savings Plan
  • PHOTO ind #8864

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 Mississippi →

Southern Farm Bureau and Adopting Companies 401(k) Plan in the asset neighbourhood

Genpact U. S. 401(k) Savings PlanGenpact U. S. 401(k) Savings…$433MU-Haul Holding Company 401(k) Savings PlanU-Haul Holding Company 401(k…$433MSouthern Farm Bureau and Adopting Companies 401(k) PlanSouthern Farm Bureau and Ado…$433MCircle K Retirement Plan$432MBoyd Gaming Corporation 401(k) Plan and TrustBoyd Gaming Corporation 401(…$432M
End-of-year total assets ($M) among Southern Farm Bureau and Adopting Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Mississippi filing particulars

Total Assets (Beginning of Year)$527M
Net Assets (End of Year)$433M
Net Income-$95M
Employer EIN640288243
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Farm Bureau Casualty Insurance Company)

Sponsor-wide plan assets over time

All Southern Farm Bureau Casualty Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$974M 13.01821947638906% vs 2022
2024 filing year
$850M$900M$950M$1,000M 202220232024 $862M $974M ▲ +13.0%
Year Plans Participants Total Assets
2022 2 4,111 $862M
2023 2 4,149 $908M
2024 2 4,218 $974M

Nearby 401(k) Plans in Mississippi

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

Southern Farm Bureau and Adopting Companies 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 1000200030004000500060007000 200300400500600700800 Total assets ($M) Participants Southern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 432.693601 · Participants: 2626Southern Farm Bureau and Adopting Companies 401(k) PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 717.418669 · Participants: 6553Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 560.12104 · Participants: 3038Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 467.614065 · Participants: 3323Hancock Whitney Corporation 401(k) Savings PlanTrustmark 401(k) Plan, Total assets ($M): 344.903275 · Participants: 2730Trustmark 401(k) PlanHattiesburg Clinic P. a. Savings Plan, Total assets ($M): 305.696199 · Participants: 2199Hattiesburg Clinic P. a. Savings Plan
Southern Farm Bureau and Adopting Companies 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Southern Farm Bureau and Adopting Companies 401(k) Plan side-by-side with 3 peers →

Southern Farm Bureau and Adopting Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is U-Haul Holding Company 401(k) Savings Plan in AZ ($433M); by covered participants it is Maclean-Fogg Company Profit Sharing and Savings Plan in IL (2,626 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($433M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,626 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 Southern Farm Bureau and Adopting Companies 401(k) Plan assets move in 2022? ▼
Southern Farm Bureau and Adopting Companies 401(k) Plan declined sharply - down 18.0% during 2022, from $527M to $433M. Reported net income was -$95M.
How have Southern Farm Bureau Casualty Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Farm Bureau Casualty Insurance Company's sponsor-wide assets grew 13.0%, from $862M to $974M.
Where does Southern Farm Bureau and Adopting Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
Southern Farm Bureau and Adopting Companies 401(k) Plan ranks in the 98th 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 Southern Farm Bureau and Adopting Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is U-Haul Holding Company 401(k) Savings Plan in AZ ($433M, 29,328 participants).
Which 401(k) plans cover a similar participant headcount to Southern Farm Bureau and Adopting Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maclean-Fogg Company Profit Sharing and Savings Plan in IL (2,626 participants, $205M 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 640288243.

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.