Money Purchase · DOL Form 5500 · 2022

Alabama Housing Finance Authority Money Purchase Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
142
Participants Small participant base
72nd
Percentile by assets National rank
$105,372
Avg per participant Below avg balance/head
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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.

  • #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.

#5,315
in Finance & Insurance (9,261 peers)
+19.7%
assets growth YoY

Alabama Housing Finance Authority Retirement Plan's outsized position by total assets

Alabama Housing Finance Authority Retirement Plan vs every filed plan by assets

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

$14,962,778 Top 28% higher than 72% 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

Alabama Housing Finance Authority Retirement Plan 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. Alabama Housing Finance Authority Retirement Plan sits mid-pack in the medium band (142 participants).

Plan-year Form 5500 strip

Filing strip 630980480 · Alabama Housing Finance Authority PY 2022 · Money Purchase

Alabama Housing Finance Authority Retirement Plan · $15M · 142 · 72nd

  • PHOTO $15M
  • IND 142
  • EOY 72nd
  • 5500 Money Purchase
  • ASSETS near Shadwell Farm Retirement Plan
  • PCT ind #5315

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 Alabama →

Alabama Housing Finance Authority Retirement Plan in the asset neighbourhood

Ila Warehouse Employees Pension FundIla Warehouse Employees Pens…$15MAmerican Academy of Dermatology, Inc. Pension PlanAmerican Academy of Dermatol…$15MShadwell Farm Retirement Plan$15MAlabama Housing Finance Authority Retirement PlanAlabama Housing Finance Auth…$15MStage Employees Local No 18 Retirement PlanStage Employees Local No 18 …$15M
End-of-year total assets ($M) among Alabama Housing Finance Authority Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Alabama Housing Finance Authority plans reported in each filing year

Latest sponsor-wide plan assets
$55M 37.007743757226756% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $40.2M $55.1M ▲ +37.0%
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 Scatter plot of 6 data points. 0200400600800 -20020406080 Total assets ($M) Participants Alabama Housing Finance Authority Retirement Plan, Total assets ($M): 14.962778 · Participants: 142Alabama Housing Finance Authority Retirement PlanPlumbers & Steamfitters Local Union 52 Defined Con Plan, Total assets ($M): 60.015866 · Participants: 318Plumbers & Steamfitters Local Union 52 Defined Con PlanIron Workers Local Union No. 92 Money Purchase Pension Plan, Total assets ($M): 47.600212 · Participants: 622Iron Workers Local Union No. 92 Money Purchase Pension PlanBayou La Batre Area Health Development Board, Inc. Mpp, Total assets ($M): 8.414015 · Participants: 93Bayou La Batre Area Health Development Board, Inc. MppR.L. Zeigler Co., Inc. Money Purchase Pension Plan, Total assets ($M): 3.500188 · Participants: 209R.L. Zeigler Co., Inc. Money Purchase Pension PlanSabel Steel Service, Inc. Money Purchase Plan, Total assets ($M): 2.179285 · Participants: 114Sabel Steel Service, Inc. Money Purchase Plan
Alabama Housing Finance Authority Retirement Plan vs. nearby Money Purchase plans in Alabama, assets vs. participants
Compare Alabama Housing Finance Authority Retirement Plan side-by-side with 3 peers →

Alabama Housing Finance Authority Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Alabama, the nearest Money Purchase by assets is Shadwell Farm Retirement Plan in KY ($15M); by covered participants it is Southern Mississippi Planning and Development District Defined Contribution Pension Plan in MS (142 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

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 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).
Which Money Purchase plans cover a similar participant headcount to Alabama Housing Finance Authority Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Southern Mississippi Planning and Development District Defined Contribution Pension Plan in MS (142 participants, $9M 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 630980480.

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.