Money Purchase · DOL Form 5500 · 2022

Alabama Housing Finance Authority Money Purchase Plan

Data updated 2026-08-11

$15M
Total assets
142
Participants
72nd
Percentile by assets
$105,372
Avg per participant
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Official DOL plan name: Alabama Housing Finance Authority Retirement Plan · Sponsored by Alabama Housing Finance Authority · Alabama · Finance & Insurance

$15M in assets, 142 participants

Alabama Housing Finance Authority's Alabama Housing Finance Authority Retirement Plan reported $15M in total assets and 142 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • 72nd percentile by assets (of 139,126 plans)
  • #5,315 in Finance & Insurance (9,261 peers)

Coverage in Alabama

Alabama Housing Finance Authority Retirement Plan covers 142 participants in Alabama, about 39% of the average Alabama filer (state average ~360 per filing). Assets: $15M.

$15M
total plan assets (2022 EOY)
142
covered participants
72nd
percentile by assets (of 139,126 plans)
$105,372
avg assets per participant
State

Participants vs Alabama filers

In Alabama, the average filing covers about 360 participants across 1,591 plans. Alabama Housing Finance Authority Retirement Plan reports 142 participants - about 39% of that state average ($15M EOY assets).

Alabama filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN630980480
Plan Effective Date1989-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alabama Housing Finance Authority)

$35M$40M$45M$50M$55M$60M 202220232024 $40.2M $55.1M ▲ +37.0%
Total plan assets by year, all Alabama Housing Finance Authority plans on file
Year Plans Participants Total Assets
2022 2 292 $40M
2023 2 284 $50M
2024 2 289 $55M

Nearby Money Purchase Plans in Alabama

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Alabama Housing Finance Authority Retirement Plan vs. nearby Money Purchase plans in Alabama, assets vs. participants

Alabama Housing Finance Authority Retirement Plan vs. nearby Money Purchase plans in Alabama, assets vs. participants Scatter plot of 6 data points. 0200400600800 -20020406080 Total assets ($M) Participants Alabama Housing Fina…Plumbers & Steamfitt…Iron Workers Local U…Bayou La Batre Area …R.L. Zeigler Co., In…Sabel Steel Service,…
Alabama Housing Finance Authority Retirement Plan vs. nearby Money Purchase plans in Alabama, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Alabama Housing Finance Authority Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Alabama Housing Finance Authority Retirement Plan assets move in 2022?
Alabama Housing Finance Authority Retirement Plan grew sharply - up 19.7% during 2022, from $12M to $15M. Reported net income was $2M.
How have Alabama Housing Finance Authority plan assets changed over time?
Across 3 plan years on file (2022-2024), Alabama Housing Finance Authority's sponsor-wide assets grew 37.0%, from $40M to $55M.
Which Money Purchase plans are similar in size to Alabama Housing Finance Authority Retirement Plan?
Among Money Purchase plans in other states, the closest by assets is Shadwell Farm Retirement Plan in KY ($15M, 78 participants).

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Filing takeaways

Ways to act on Alabama Housing Finance Authority Retirement Plan's numbers.