Defined Benefit (Pension) · DOL Form 5500 · 2022
American Fidelity Corporation Pension Plan
Data updated 2026-08-11
- $318M
- Total assets
- 1,787
- Participants
- 97th
- Percentile by assets
- $177,895
- Avg per participant
Official DOL plan name: Retirement Plan of American Fidelity Group · Sponsored by American Fidelity Corporation · Oklahoma · Management of Enterprises
$318M in assets, 1,787 participants
American Fidelity Corporation's Retirement Plan of American Fidelity Group reported $318M in total assets and 1,787 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #1,066 in Management of Enterprises (1,193 peers)
Coverage in Oklahoma
Retirement Plan of American Fidelity Group covers 1,787 participants in Oklahoma, 2.4x the typical Oklahoma plan (state average ~760 per filing). Assets: $318M.
- $318M
- total plan assets (2022 EOY)
- 1,787
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $177,895
- avg assets per participant
The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Oklahoma filers
In Oklahoma, the average filing covers about 760 participants across 1,268 plans. Retirement Plan of American Fidelity Group reports 1,787 participants - 2.4x that state average ($318M EOY assets).
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $344M |
|---|---|
| Net Assets (End of Year) | $318M |
| Net Income | -$26M |
| Employer EIN | 730966202 |
| Plan Effective Date | 1961-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Fidelity Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,055 | $952M |
| 2023 | 2 | 5,083 | $1.1B |
| 2024 | 1 | 3,606 | $870M |
Nearby Defined Benefit (Pension) Plans in Oklahoma
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Retirement Plan of American Fidelity Group vs. nearby Defined Benefit (Pension) plans in Oklahoma, assets vs. participants
- Pipeline Industry Pension Fund $1.4B · 2,848
- Williams Pension Plan $879M · 3,868
- One Gas, Inc. Retirement Plan $769M · 840
- Retirement Plan for Employees of Devon Energy Corporation $482M · 181
- Integris Health, Inc. Retirement Plan a $408M · 1,297
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Retirement Plan of American Fidelity Group by total assets, not by location.
Frequently Asked Questions
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Where does Retirement Plan of American Fidelity Group rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Retirement Plan of American Fidelity Group's numbers.
- By total assets, Retirement Plan of American Fidelity Group ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Oklahoma. Compare plans
- American Fidelity Corporation's sponsor-wide assets have declined 8.5% since 2022 across 3 plan years on file. More Management of Enterprises plans