Defined Benefit (Pension) · DOL Form 5500 · 2022

Southern Farm Bureau Life Insurance Company Pension Plan

Data updated 2026-08-11

$247M
Total assets
593
Participants
96th
Percentile by assets
$417,275
Avg per participant
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Official DOL plan name: Sfb Life Insurance Co Retirement Plan and Trust · Sponsored by Southern Farm Bureau Life Insurance Company · Mississippi · Finance & Insurance

$247M in assets, 593 participants

Southern Farm Bureau Life Insurance Company's Sfb Life Insurance Co Retirement Plan and Trust reported $247M in total assets and 593 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 139,126 plans)
  • #8,674 in Finance & Insurance (9,261 peers)

Where Sfb Life Insurance Co Retirement Plan and Trust sits by assets

Sfb Life Insurance Co Retirement Plan and Trust sits in the top 5% of all filed plans by assets, $247M for 593 participants (~$417,275/participant), up 5.7% in 2022.

$247M
total plan assets (2022 EOY)
593
covered participants
96th
percentile by assets (of 139,126 plans)
$417,275
avg assets per participant

Sfb Life Insurance Co Retirement Plan and Trust vs the 2022 asset distribution

By assets, Sfb Life Insurance Co Retirement Plan and Trust outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$234M
Net Assets (End of Year)$246M
Net Income$12M
Employer EIN640283583
Plan Effective Date1949-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Farm Bureau Life Insurance Company)

$210M$220M$230M$240M$250M 202220232024 $247M $222M ▼ -10.1%
Total plan assets by year, all Southern Farm Bureau Life Insurance Company plans on file
Year Plans Participants Total Assets
2022 1 593 $247M
2023 1 607 $230M
2024 1 628 $222M

Nearby Defined Benefit (Pension) Plans in Mississippi

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

Sfb Life Insurance Co Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants

Sfb Life Insurance Co Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 0200400600800 Total assets ($M) Participants Sfb Life Insurance C…Hancock Whitney Corp…Sfb Casualty Ins Co …North Mississippi He…Cadence Retirement P…Non-Contributory Ret…
Sfb Life Insurance Co Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Sfb Life Insurance Co Retirement Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Sfb Life Insurance Co Retirement Plan and Trust assets move in 2022?
Sfb Life Insurance Co Retirement Plan and Trust grew at a solid clip - up 5.7% during 2022, from $234M to $247M. Reported net income was $12M.
How have Southern Farm Bureau Life Insurance Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Southern Farm Bureau Life Insurance Company's sponsor-wide assets declined 10.1%, from $247M to $222M.
Where does Sfb Life Insurance Co Retirement Plan and Trust rank by assets among Form 5500 filers?
Sfb Life Insurance Co Retirement Plan and Trust ranks in the 96th 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 Sfb Life Insurance Co Retirement Plan and Trust?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plumbers Local Union No. 690 Pension Fund in PA ($247M, 698 participants).

Next read for Sfb Life Insurance Co Retirement Plan an…

Scale reading

Ways to act on Sfb Life Insurance Co Retirement Plan and Trust's numbers.

  • By total assets, Sfb Life Insurance Co Retirement Plan and Trust 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 Mississippi. Compare plans
  • Southern Farm Bureau Life Insurance Company's sponsor-wide assets have declined 10.1% since 2022 across 3 plan years on file. More Finance & Insurance plans