Defined Benefit (Pension) · DOL Form 5500 · 2022
Southern Farm Bureau Casualty Insurance Company Pension Plan
Data updated 2026-08-11
- $429M
- Total assets
- 1,485
- Participants
- 98th
- Percentile by assets
- $288,955
- Avg per participant
Official DOL plan name: Sfb Casualty Ins Co Retirement Plan · Sponsored by Southern Farm Bureau Casualty Insurance Company · Mississippi · Finance & Insurance
$429M in assets, 1,485 participants
Southern Farm Bureau Casualty Insurance Company's Sfb Casualty Ins Co Retirement Plan reported $429M in total assets and 1,485 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #8,861 in Finance & Insurance (9,261 peers)
Coverage in Mississippi
Sfb Casualty Ins Co Retirement Plan covers 1,485 participants in Mississippi, 4.1x the typical Mississippi plan (state average ~366 per filing). Assets: $429M.
- $429M
- total plan assets (2022 EOY)
- 1,485
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $288,955
- avg assets per participant
The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Mississippi filers
In Mississippi, the average filing covers about 366 participants across 521 plans. Sfb Casualty Ins Co Retirement Plan reports 1,485 participants - 4.1x that state average ($429M EOY assets).
Mississippi filing particulars
| Total Assets (Beginning of Year) | $445M |
|---|---|
| Net Assets (End of Year) | $428M |
| Net Income | -$17M |
| Employer EIN | 640288243 |
| Plan Effective Date | 1954-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern Farm Bureau Casualty Insurance Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,111 | $862M |
| 2023 | 2 | 4,149 | $908M |
| 2024 | 2 | 4,218 | $974M |
Nearby Defined Benefit (Pension) Plans in Mississippi
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Sfb Casualty Ins Co Retirement Plan vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants
- Hancock Whitney Corporation Pension Plan $701M · 1,855
- North Mississippi Health Services Retirement Plan & Trust Agreement $425M · 2,033
- Cadence Retirement Plan and Trust Agreement $342M · 3,874
- Sfb Life Insurance Co Retirement Plan and Trust $247M · 593
- Non-Contributory Retirement Program for Certain Employees of Blue Cross & Blue Shield of Mississippi $165M · 183
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Sfb Casualty Ins Co Retirement Plan by total assets, not by location.
- IBEW Local 701 Pension Fund (IL) $429M · 1,069
- Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust (OR) $431M · 1,589
- Southern California Local 831 - Employer Pension Fund (CA) $431M · 494
- Td Banknorth Inc. Pension Plan (ME) $427M · 1,730
Frequently Asked Questions
How did Sfb Casualty Ins Co Retirement Plan assets move in 2022? ▼
How have Southern Farm Bureau Casualty Insurance Company plan assets changed over time? ▼
Where does Sfb Casualty Ins Co Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Sfb Casualty Ins Co Retirement Plan? ▼
Next read for Sfb Casualty Ins Co Retirement Plan
Filing takeaways
Ways to act on Sfb Casualty Ins Co Retirement Plan's numbers.
- By total assets, Sfb Casualty Ins Co Retirement Plan 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 Casualty Insurance Company's sponsor-wide assets have grown 13.0% since 2022 across 3 plan years on file. More Finance & Insurance plans