Defined Benefit (Pension) · DOL Form 5500 · 2022

Spire Alabama Inc. Pension Plan

Data updated 2026-08-11

$98M
Total assets
765
Participants
93rd
Percentile by assets
$128,187
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Spire Retirement Income Plan · Sponsored by Spire Alabama Inc. · Alabama · Utilities

$98M in assets, 765 participants

Spire Alabama Inc.'s Spire Retirement Income Plan reported $98M in total assets and 765 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 139,126 plans)
  • #480 in Utilities (738 peers)

Coverage in Alabama

Spire Retirement Income Plan covers 765 participants in Alabama, 2.1x the typical Alabama plan (state average ~360 per filing). Assets: $98M.

$98M
total plan assets (2022 EOY)
765
covered participants
93rd
percentile by assets (of 139,126 plans)
$128,187
avg assets per participant

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Spire Retirement Income Plan sits by total assets

Spire Retirement Income Plan vs every filed plan by assets

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

$98,062,826 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Industry

Participants vs Alabama filers

In Alabama, the average filing covers about 360 participants across 1,591 plans. Spire Retirement Income Plan reports 765 participants - 2.1x that state average ($98M EOY assets).

Alabama filing particulars

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$98M
Net Income-$17M
Employer EIN630022000
Plan Effective Date2014-04-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Spire Alabama Inc.)

$100M$120M$140M$160M 202220232024 $118M $140M ▲ +18.7%
Total plan assets by year, all Spire Alabama Inc. plans on file
Year Plans Participants Total Assets
2022 2 1,036 $118M
2023 2 1,005 $106M
2024 1 1,041 $140M

Nearby Defined Benefit (Pension) Plans in Alabama

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

Spire Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. 0100020003000 00.511.5 Total assets ($B) Participants Spire Retirement Inc…, Total assets ($B): 0.098062826 · Participants: 765Spire Retirement Inc…Regions Financial Co…, Total assets ($B): 1.234102296 · Participants: 309Regions Financial Co…Regions Financial Co…, Total assets ($B): 0.700189014 · Participants: 2672Regions Financial Co…Blue Cross and Blue …, Total assets ($B): 0.655441132 · Participants: 2154Blue Cross and Blue …Vulcan Materials Com…, Total assets ($B): 0.502591014 · Participants: 879Vulcan Materials Com…American Cast Iron P…, Total assets ($B): 0.432303132 · Participants: 869American Cast Iron P…
Spire Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Spire Retirement Income Plan by total assets, not by location.

Frequently Asked Questions

How did Spire Retirement Income Plan assets move in 2022?
Spire Retirement Income Plan pulled back noticeably - down 14.8% during 2022, from $115M to $98M. Reported net income was -$17M.
How have Spire Alabama Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Spire Alabama Inc.'s sponsor-wide assets grew 18.7%, from $118M to $140M.
Where does Spire Retirement Income Plan rank by assets among Form 5500 filers?
Spire Retirement Income Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Spire Retirement Income Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Good Samaritan Hospital Retirement Plan in OR ($98M, 197 participants).

Next read for Spire Retirement Income Plan

Filing takeaways

Ways to act on Spire Retirement Income Plan's numbers.

  • By total assets, Spire Retirement Income Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Alabama. Compare plans
  • Spire Alabama Inc.'s sponsor-wide assets have grown 18.7% since 2022 across 3 plan years on file. More Utilities plans