Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Spire Retirement Income Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Spire Alabama Inc. · Alabama · Utilities

What the 2023 filing shows

Spire Retirement Income Plan holds $98M for 765 participants — about $128,187 per participant, down 14.8% over the 2022 plan year.

$98M
total plan assets (2022 EOY)
765
covered participants
$128,187
avg assets per participant
-14.8%
assets change YoY

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.

Total Assets (2023)
$98M
Participants
765
State
Industry
Utilities

What the Filing Says About Spire Retirement Income Plan

Spire Retirement Income Plan is a Defined Benefit (Pension) retirement plan sponsored by Spire Alabama Inc., headquartered in Alabama. As of the 2022 Form 5500 filing, the plan reports $98M in total end-of-year assets and covers 765 participants across the Utilities industry. The sponsor's EIN on file with the U.S. Department of Labor is 630022000, and the plan has been effective since 2014-04-30. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $115M at the beginning of 2022 to $98M at year-end — a decline of 14.8%. Net assets (after liabilities) closed the year at $98M, with reported net income of $-17,063,962 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$115M
Total Assets (End of Year)$98M
Net Assets (End of Year)$98M
Net Income$-17,063,962
Plan TypeDefined Benefit (Pension)
Employer EIN630022000
Plan Effective Date2014-04-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Spire Alabama Inc.)

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.

Frequently Asked Questions

How much money is in the Spire Retirement Income Plan?
As of the 2022 Form 5500 filing, Spire Retirement Income Plan holds $98M in total assets with 765 participants. It is sponsored by Spire Alabama Inc..
What type of plan is Spire Retirement Income Plan?
Spire Retirement Income Plan is a Defined Benefit (Pension) plan. It has been effective since 2014-04-30. The plan is filed with the U.S. Department of Labor under EIN 630022000.
Who sponsors the Spire Retirement Income Plan?
Spire Retirement Income Plan is sponsored by Spire Alabama Inc., located in Alabama. The sponsor's EIN is 630022000 and the plan operates in the Utilities industry.
How did Spire Retirement Income Plan perform in 2022?
Spire Retirement Income Plan declined by 14.8% during 2022, moving from $115M to $98M in total assets. Net income was $-17,063,962.
Where can I find official filings for Spire Retirement Income Plan?
Official Form 5500 filings for Spire Retirement Income Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 630022000 or plan name at efast.dol.gov.
How does Spire Retirement Income Plan compare to other plans?
You can compare Spire Retirement Income Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Alabama on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 630022000.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.