Defined Benefit (Pension) · DOL Form 5500 · 2022

Armed Forces Insurance Exchange Pension Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
138
Participants Small participant base
82nd
Percentile by assets National rank
$207,541
Avg per participant Above avg balance/head
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Official DOL plan name: Armed Forces Insurance Pension Plan · Sponsored by Armed Forces Insurance Exchange · Kansas · Finance & Insurance

$29M in assets, 138 participants

Armed Forces Insurance Exchange's Armed Forces Insurance Pension Plan reported $29M in total assets and 138 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,612 in Finance & Insurance (9,261 peers)

Coverage in Kansas

Armed Forces Insurance Pension Plan covers 138 participants in Kansas, about 38% of the average Kansas filer (state average ~360 per filing). Assets: $29M.

#6,612
in Finance & Insurance (9,261 peers)
-15.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Armed Forces Insurance Pension Plan's outsized position by total assets

Armed Forces Insurance Pension Plan vs every filed plan by assets

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

$28,640,700 Top 18% higher than 82% 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

Armed Forces Insurance 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. Armed Forces Insurance Pension Plan sits mid-pack in the medium band (138 participants).

Plan-year Form 5500 strip

Filing strip 480933281 · Armed Forces Insurance Exchange PY 2022 · Defined Benefit (Pension)

Armed Forces Insurance Pension Plan · $29M · 138 · 82nd

  • PART $29M
  • TYPE 138
  • NET 82nd
  • BOOK Defined Benefit (Pension)
  • VS-ST near Ineos Pension Plan
  • BOY ind #6612

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 Kansas →

Armed Forces Insurance Pension Plan in the asset neighbourhood

R. Lacy Services, Ltd. Retirement PlanR. Lacy Services, Ltd. Retir…$29MLocal 917 Pension Fund$29MArmed Forces Insurance Pension PlanArmed Forces Insurance Pensi…$29MIneos Pension Plan$29MNavy Mutual Aid Association Employees' Retirement PlanNavy Mutual Aid Association …$29M
End-of-year total assets ($M) among Armed Forces Insurance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Kansas filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$29M
Net Income-$5M
Employer EIN480933281
Plan Effective Date1960-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Armed Forces Insurance Exchange)

Sponsor-wide plan assets over time

All Armed Forces Insurance Exchange plans reported in each filing year

Latest sponsor-wide plan assets
$43M 28.44952385731323% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $59.6M $42.7M ▼ -28.5%
Year Plans Participants Total Assets
2022 2 305 $60M
2023 2 257 $63M
2024 2 242 $43M

Nearby Defined Benefit (Pension) Plans in Kansas

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

Armed Forces Insurance Pension Plan vs. nearby Defined Benefit (Pension) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.52 Total assets ($B) Participants Armed Forces Insurance Pension Plan, Total assets ($B): 0.0286407 · Participants: 138Armed Forces Insurance Pension PlanKoch Industries Employees' Pension Plan, Total assets ($B): 1.593691674 · Participants: 6466Koch Industries Employees' Pension PlanSprint Retirement Pension Plan, Total assets ($B): 1.233083024 · Participants: 4700Sprint Retirement Pension PlanSpirit Aerosystems Holdings, Inc. Pension Value Plan a, Total assets ($B): 0.670348613 · Participants: 996Spirit Aerosystems Holdings, Inc. Pension Value Plan aInvista Pension Plan for Certain Grandfathered Employees, Total assets ($B): 0.406134615 · Participants: 0Invista Pension Plan for Certain Grandfathered EmployeesGreater Kansas City Laborers Pension Plan, Total assets ($B): 0.334112429 · Participants: 878Greater Kansas City Laborers Pension Plan
Armed Forces Insurance Pension Plan vs. nearby Defined Benefit (Pension) plans in Kansas, assets vs. participants
Compare Armed Forces Insurance Pension Plan side-by-side with 3 peers →

Armed Forces Insurance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kansas, the nearest Defined Benefit (Pension) by assets is Ineos Pension Plan in TX ($29M); by covered participants it is Caterpillar Global Mining Legacy Hourly Employees' Pension Plan in TX (138 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Armed Forces Insurance Pension Plan assets move in 2022? ▼
Armed Forces Insurance Pension Plan declined sharply - down 15.0% during 2022, from $34M to $29M. Reported net income was -$5M.
How have Armed Forces Insurance Exchange plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Armed Forces Insurance Exchange's sponsor-wide assets declined 28.4%, from $60M to $43M.
Where does Armed Forces Insurance Pension Plan rank by assets among Form 5500 filers? ▼
Armed Forces Insurance Pension Plan ranks in the 82nd 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 Armed Forces Insurance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ineos Pension Plan in TX ($29M, 113 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Armed Forces Insurance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Caterpillar Global Mining Legacy Hourly Employees' Pension Plan in TX (138 participants, $49M 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 480933281.

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.