Defined Benefit (Pension) · DOL Form 5500 · 2022

Community Action Agency of South Alabama Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
38
Participants Small participant base
52nd
Percentile by assets National rank
$140,209
Avg per participant Near avg balance/head
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Official DOL plan name: Community Action Agency of South Alabama Defined Benefit Pension Plan · Sponsored by Community Action Agency of South Alabama · Alabama · Educational Services

$5M in assets, 38 participants

Community Action Agency of South Alabama's Community Action Agency of South Alabama Defined Benefit Pension Plan reported $5M in total assets and 38 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #1,458 in Educational Services (4,024 peers)

2022 asset change

Community Action Agency of South Alabama Defined Benefit Pension Plan declined sharply 18.4% in 2022 ($7M → $5M) for 38 participants.

#1,458
in Educational Services (4,024 peers)
-18.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Community Action Agency of South Alabama Defined Benefit Pension Plan's mid-pack asset rank among Educational Services and all filers

Community Action Agency of South Alabama Defined Benefit Pension Plan vs every filed plan by assets

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

$5,327,945 Top 48% higher than 52% 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

Community Action Agency of South Alabama Defined Benefit Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Community Action Agency of South Alabama Defined Benefit Pension Plan is a small filing (38 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 630510904 · Community Action Agency of South Alabama PY 2022 · Defined Benefit (Pension)

Community Action Agency of South Alabama Defined Benefit Pension Plan · $5M · 38 · 52nd

  • BOY $5M
  • SCH 38
  • EBSA 52nd
  • PART Defined Benefit (Pension)
  • TYPE near Retirement Plan for Salaried Employees of Tinius Olsen Testing Machine Company
  • NET ind #1458

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 Educational Services retirement plans → · Plans in Alabama →

Community Action Agency of South Alabama Defined Benefit Pension Plan in the asset neighbourhood

Retirement Plan of the Arc of Monroe CountyRetirement Plan of the Arc o…$5MCommunity Action Agency of South Alabama Defined Benefit Pension PlanCommunity Action Agency of S…$5MRetirement Plan for Salaried Employees of Tinius Olsen Testing Machine CompanyRetirement Plan for Salaried…$5MRetirement Plan for Employees of Calpine Containers, Inc.Retirement Plan for Employee…$5MTrico Industries, Inc. Retirement PlanTrico Industries, Inc. Retir…$5M
End-of-year total assets ($M) among Community Action Agency of South Alabama Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Community Action Agency of South Alabama years around the 2022 move

Sponsor-wide plan assets over time

All Community Action Agency of South Alabama plans reported in each filing year

Latest sponsor-wide plan assets
$6M 9.81881382033786% vs 2022
2024 filing year
$5.2M$5.4M$5.6M$5.8M$6M 202220232024 $5.33M $5.85M ▲ +9.8%
Year Plans Participants Total Assets
2022 1 38 $5M
2023 1 33 $6M
2024 1 53 $6M

2022 asset-move particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN630510904
Plan Effective Date1996-11-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Alabama

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

Community Action Agency of South Alabama Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -0.500.511.5 Total assets ($B) Participants Community Action Agency of South Alabama Defined Benefit Pension Plan, Total assets ($B): 0.005327945 · Participants: 38Community Action Agency of South Alabama Defined Benefit Pension PlanRegions Financial Corporation Retirement Plan, Total assets ($B): 1.234102296 · Participants: 309Regions Financial Corporation Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.700189014 · Participants: 2672Regions Financial Corporation Retirement Plan for AssociatesBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.655441132 · Participants: 2154Blue Cross and Blue Shield of Alabama Retirement PlanVulcan Materials Company Pension Plan, Total assets ($B): 0.502591014 · Participants: 879Vulcan Materials Company Pension PlanAmerican Cast Iron Pipe Company Pension Plan, Total assets ($B): 0.432303132 · Participants: 869American Cast Iron Pipe Company Pension Plan
Community Action Agency of South Alabama Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants

Community Action Agency of South Alabama Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Salaried Employees of Tinius Olsen Testing Machine Company in PA ($5M); by covered participants it is The People's Credit Union Defined Benefit Plan and Trust in RI (38 participants). Same-state nearby plans are listed separately above.

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 Community Action Agency of South Alabama Defined Benefit Pension Plan assets move in 2022?
Community Action Agency of South Alabama Defined Benefit Pension Plan declined sharply - down 18.4% during 2022, from $7M to $5M. Reported net income was -$1M.
How have Community Action Agency of South Alabama plan assets changed over time?
Across 3 plan years on file (2022-2024), Community Action Agency of South Alabama's sponsor-wide assets grew 9.8%, from $5M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Community Action Agency of South Alabama Defined Benefit Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Salaried Employees of Tinius Olsen Testing Machine Company in PA ($5M, 49 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Community Action Agency of South Alabama Defined Benefit Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The People's Credit Union Defined Benefit Plan and Trust in RI (38 participants, $13M in assets).