Defined Benefit (Pension) · DOL Form 5500 · 2022

American Fidelity Corporation Pension Plan

Data updated 2026-08-25

$318M
Total assets Above avg plan size
1,787
Participants Near avg headcount
97th
Percentile by assets National rank
$177,895
Avg per participant Above avg balance/head
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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.

  • #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.

#1,066
in Management of Enterprises (1,193 peers)
-7.6%
assets change YoY
3.2×
vs typical plan assets (national mean)

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.

Retirement Plan of American Fidelity Group's outsized position by total assets

Retirement Plan of American Fidelity Group vs every filed plan by assets

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

$317,897,737 Top 3% higher than 97% 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

Retirement Plan of American Fidelity Group's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan of American Fidelity Group lands in the large band (1,787 participants).

Plan-year Form 5500 strip

Filing strip 730966202 · American Fidelity Corporation PY 2022 · Defined Benefit (Pension)

Retirement Plan of American Fidelity Group · $318M · 1,787 · 97th

  • TYPE $318M
  • NET 1,787
  • BOOK 97th
  • VS-ST Defined Benefit (Pension)
  • BOY near Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund
  • SCH ind #1066

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 Management of Enterprises retirement plans → · Plans in Oklahoma →

Retirement Plan of American Fidelity Group in the asset neighbourhood

Henry Ford Health System Allegiance Combined Pension PlanHenry Ford Health System All…$318MDefined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust FundDefined Benefit Pension Plan…$318MRetirement Plan of American Fidelity GroupRetirement Plan of American …$318MLocal Union No. 9 I.B.E.W. and Outside Contractors Pension FundLocal Union No. 9 I.B.E.W. a…$318MIngredion Pension Plan$317M
End-of-year total assets ($M) among Retirement Plan of American Fidelity Group and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$344M
Net Assets (End of Year)$318M
Net Income-$26M
Employer EIN730966202
Plan Effective Date1961-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Fidelity Corporation)

Sponsor-wide plan assets over time

All American Fidelity Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$870M 8.534122466265044% vs 2022
2024 filing year
$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.95B $0.87B ▼ -8.4%
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 Scatter plot of 6 data points. -1000010002000300040005000 00.511.5 Total assets ($B) Participants Retirement Plan of American Fidelity Group, Total assets ($B): 0.317897737 · Participants: 1787Retirement Plan of American Fidelity GroupPipeline Industry Pension Fund, Total assets ($B): 1.395037836 · Participants: 2848Pipeline Industry Pension FundWilliams Pension Plan, Total assets ($B): 0.879100125 · Participants: 3868Williams Pension PlanOne Gas, Inc. Retirement Plan, Total assets ($B): 0.769214 · Participants: 840One Gas, Inc. Retirement PlanRetirement Plan for Employees of Devon Energy Corporation, Total assets ($B): 0.482103125 · Participants: 181Retirement Plan for Employees of Devon Energy CorporationIntegris Health, Inc. Retirement Plan a, Total assets ($B): 0.407764144 · Participants: 1297Integris Health, Inc. Retirement Plan a
Retirement Plan of American Fidelity Group vs. nearby Defined Benefit (Pension) plans in Oklahoma, assets vs. participants
Compare Retirement Plan of American Fidelity Group side-by-side with 3 peers →

Retirement Plan of American Fidelity Group's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oklahoma, the nearest Defined Benefit (Pension) by assets is Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund in WA ($318M); by covered participants it is Daimler Truck North America Pension Plan in OR (1,787 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,787 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 Retirement Plan of American Fidelity Group assets move in 2022? ▼
Retirement Plan of American Fidelity Group pulled back noticeably - down 7.6% during 2022, from $344M to $318M. Reported net income was -$26M.
How have American Fidelity Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Fidelity Corporation's sponsor-wide assets declined 8.5%, from $952M to $870M.
Where does Retirement Plan of American Fidelity Group rank by assets among Form 5500 filers? ▼
Retirement Plan of American Fidelity Group ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan of American Fidelity Group? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund in WA ($318M, 2,137 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan of American Fidelity Group? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Daimler Truck North America Pension Plan in OR (1,787 participants, $439M 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 730966202.

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.