Defined Benefit (Pension) · DOL Form 5500 · 2022
Southern Farm Bureau Casualty Insurance Company Pension Plan
Data updated 2026-08-25
- $429M
- Total assets Above avg plan size
- 1,485
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $288,955
- Avg per participant High balance/head
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.
- #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.
- #8,861
- in Finance & Insurance (9,261 peers)
- -3.6%
- assets change YoY
- 4.3×
- vs typical plan assets (national mean)
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.
Sfb Casualty Ins Co Retirement Plan's outsized position by total assets
Sfb Casualty Ins Co Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$429,098,015 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sfb Casualty Ins Co Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sfb Casualty Ins Co Retirement Plan lands in the large band (1,485 participants).
Form 5500 schedule snapshot
Filing strip 640288243 · Southern Farm Bureau Casualty Insurance Company PY 2022 · Defined Benefit (Pension)
Sfb Casualty Ins Co Retirement Plan · $429M · 1,485 · 98th
- PCT $429M
- PCT 1,485
- PCT 98th
- PCT Defined Benefit (Pension)
- PCT near IBEW Local 701 Pension Fund
- PCT ind #8861
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 Casualty Ins Co Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Southern Farm Bureau Casualty Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $974M 13.01821947638906% vs 2022
- 2024 filing year
| 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.
- 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
Sfb Casualty Ins Co Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Mississippi, the nearest Defined Benefit (Pension) by assets is IBEW Local 701 Pension Fund in IL ($429M); by covered participants it is Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension Plan in OH (1,486 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($429M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,485 participants); asset peers above are excluded.
- Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension Plan (OH) 1,486 · 1 off
- Ri Laborers Pension Fund (RI) 1,489 · 4 off
- Pension Plan of Centra Health, Inc. (VA) 1,490 · 5 off
- Great Lakes Coca-Cola Distribution Union Pension Plan (IL) 1,492 · 7 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.