401(k) · DOL Form 5500 · 2022

American Family Association, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
119
Participants Small participant base
62nd
Percentile by assets National rank
$72,920
Avg per participant Below avg balance/head
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Official DOL plan name: American Family Association, Inc. 401(k) Plan and Trust · Sponsored by American Family Association, Inc. · Mississippi · Other Services

$9M in assets, 119 participants

American Family Association, Inc.'s American Family Association, Inc. 401(k) Plan and Trust reported $9M in total assets and 119 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,535 in Other Services (8,398 peers)

Coverage in Mississippi

American Family Association, Inc. 401(k) Plan and Trust covers 119 participants in Mississippi, about 32% of the average Mississippi filer (state average ~366 per filing). Assets: $9M.

#6,535
in Other Services (8,398 peers)
-8.0%
assets change YoY

The plan reported a net loss of $763K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

American Family Association, Inc. 401(k) Plan and Trust's mid-pack asset rank among Other Services and all filers

American Family Association, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$8,677,493 Top 38% higher than 62% 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 Family Association, Inc. 401(k) 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. American Family Association, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (119 participants).

EBSA filing schedule strip

Filing strip 640607275 · American Family Association, Inc. PY 2022 · 401(k)

American Family Association, Inc. 401(k) Plan and Trust · $9M · 119 · 62nd

  • BOY $9M
  • SCH 119
  • EBSA 62nd
  • PART 401(k)
  • TYPE near Providence Engineering & Environmental Group, LLC 401(k) Pension Plan
  • NET ind #6535

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 Other Services retirement plans → · Plans in Mississippi →

American Family Association, Inc. 401(k) Plan and Trust in the asset neighbourhood

American Family Association, Inc. 401(k) Plan and TrustAmerican Family Association,…$9MProvidence Engineering & Environmental Group, LLC 401(k) Pension PlanProvidence Engineering & Env…$9MMarion Environmental, Inc. 401(k) Savings & Retirement PlanMarion Environmental, Inc. 4…$9MThe Vantage Group Retirement PlanThe Vantage Group Retirement…$9MEsi 401(k) Plan$9M
End-of-year total assets ($M) among American Family Association, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Mississippi filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income-$763K
Employer EIN640607275
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Family Association, Inc.)

Sponsor-wide plan assets over time

All American Family Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 20.29585042592371% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.68M $10.4M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 119 $9M
2023 1 123 $10M
2024 1 124 $10M

Nearby 401(k) Plans in Mississippi

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

American Family Association, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -2000200400600800 Total assets ($M) Participants American Family Association, Inc. 401(k) Plan and Trust, Total assets ($M): 8.677493 · Participants: 119American Family Association, Inc. 401(k) Plan and TrustCadence 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 ($M): 467.614065 · Participants: 3323Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 432.693601 · Participants: 2626Southern Farm Bureau and Adopting Companies 401(k) PlanTrustmark 401(k) Plan, Total assets ($M): 344.903275 · Participants: 2730Trustmark 401(k) Plan
American Family Association, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare American Family Association, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

American Family Association, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Providence Engineering & Environmental Group, LLC 401(k) Pension Plan in LA ($9M); by covered participants it is Apreva Hospice 401(k) Plan in CA (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Family Association, Inc. 401(k) Plan and Trust assets move in 2022? ▼
American Family Association, Inc. 401(k) Plan and Trust pulled back noticeably - down 8.0% during 2022, from $9M to $9M. Reported net income was -$763K.
How have American Family Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Family Association, Inc.'s sponsor-wide assets grew 20.3%, from $9M to $10M.
Which 401(k) plans are similar in size to American Family Association, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Providence Engineering & Environmental Group, LLC 401(k) Pension Plan in LA ($9M, 96 participants).
Which 401(k) plans cover a similar participant headcount to American Family Association, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Apreva Hospice 401(k) Plan in CA (119 participants, N/A 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 640607275.

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.