Defined Benefit (Pension) · DOL Form 5500 · 2022

Southern Farm Bureau Life Insurance Company Pension Plan

Data updated 2026-08-25

$247M
Total assets Near avg plan size
593
Participants Below avg headcount
96th
Percentile by assets National rank
$417,275
Avg per participant High balance/head
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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.

  • #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.

#8,674
in Finance & Insurance (9,261 peers)
+5.7%
assets growth YoY
2.5×
vs typical plan assets (national mean)

Sfb Life Insurance Co Retirement Plan and Trust's outsized position by total assets

Sfb Life Insurance Co Retirement Plan and Trust vs every filed plan by assets

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

$247,444,325 Top 4% higher than 96% 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

Sfb Life Insurance Co Retirement Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sfb Life Insurance Co Retirement Plan and Trust sits mid-pack in the medium band (593 participants).

EBSA filing schedule strip

Filing strip 640283583 · Southern Farm Bureau Life Insurance Company PY 2022 · Defined Benefit (Pension)

Sfb Life Insurance Co Retirement Plan and Trust · $247M · 593 · 96th

  • SCH $247M
  • SCH 593
  • SCH 96th
  • SCH Defined Benefit (Pension)
  • SCH near Plumbers Local Union No. 690 Pension Fund
  • SCH ind #8674

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 Finance & Insurance retirement plans → · Plans in Mississippi →

Sfb Life Insurance Co Retirement Plan and Trust in the asset neighbourhood

Mitsubishi Motors NA, Inc. - Manufacturing Div Pension Plan for AssociatesMitsubishi Motors NA, Inc. -…$248MLocal 553 Pension Fund$248MPension Plan for Employees of GivaudanPension Plan for Employees o…$248MSfb Life Insurance Co Retirement Plan and TrustSfb Life Insurance Co Retire…$247MPlumbers Local Union No. 690 Pension FundPlumbers Local Union No. 690…$247M
End-of-year total assets ($M) among Sfb Life Insurance Co Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Southern Farm Bureau Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$222M 10.147556627132184% vs 2022
2024 filing year
$210M$220M$230M$240M$250M 202220232024 $247M $222M ▼ -10.1%
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 Scatter plot of 6 data points. -1000010002000300040005000 0200400600800 Total assets ($M) Participants Sfb Life Insurance Co Retirement Plan and Trust, Total assets ($M): 247.444325 · Participants: 593Sfb Life Insurance Co Retirement Plan and TrustHancock Whitney Corporation Pension Plan, Total assets ($M): 700.534746 · Participants: 1855Hancock Whitney Corporation Pension PlanSfb Casualty Ins Co Retirement Plan, Total assets ($M): 429.098015 · Participants: 1485Sfb Casualty Ins Co Retirement PlanNorth Mississippi Health Services Retirement Plan & Trust Agreement, Total assets ($M): 425.139749 · Participants: 2033North Mississippi Health Services Retirement Plan & Trust AgreementCadence Retirement Plan and Trust Agreement, Total assets ($M): 341.628698 · Participants: 3874Cadence Retirement Plan and Trust AgreementNon-Contributory Retirement Program for Certain Employees of Blue Cross & Blue Shield of Mississippi, Total assets ($M): 164.797945 · Participants: 183Non-Contributory Retirement Program for Certain Employees of Blue Cross & Blue Shield of Mississippi
Sfb Life Insurance Co Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants
Compare Sfb Life Insurance Co Retirement Plan and Trust side-by-side with 3 peers →

Sfb Life Insurance Co Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Mississippi, the nearest Defined Benefit (Pension) by assets is Plumbers Local Union No. 690 Pension Fund in PA ($247M); by covered participants it is National Gypsum General Pension Plan in NC (593 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (593 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sfb Life Insurance Co Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is National Gypsum General Pension Plan in NC (593 participants, $154M 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 640283583.

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.