Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Alabama Housing Finance Authority Employees' Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Alabama Housing Finance Authority · Alabama · Finance & Insurance

What the 2023 filing shows

Alabama Housing Finance Authority Employees' Pension Plan holds $25M for 150 participants — about $168,199 per participant, up 15.0% over the 2022 plan year.

$25M
total plan assets (2022 EOY)
150
covered participants
$168,199
avg assets per participant
+15.0%
assets growth YoY
Total Assets (2023)
$25M
Participants
150
State
Industry
Finance & Insurance

What the Filing Says About Alabama Housing Finance Authority Employees' Pension Plan

Alabama Housing Finance Authority Employees' Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Alabama Housing Finance Authority, headquartered in Alabama. As of the 2022 Form 5500 filing, the plan reports $25M in total end-of-year assets and covers 150 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 630980480, and the plan has been effective since 2001-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $22M at the beginning of 2022 to $25M at year-end — a gain of 15.0%. Net assets (after liabilities) closed the year at $24M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$22M
Total Assets (End of Year)$25M
Net Assets (End of Year)$24M
Net Income$3M
Plan TypeDefined Benefit (Pension)
Employer EIN630980480
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alabama Housing Finance Authority)

Year Plans Participants Total Assets
2022 2 292 $40M
2023 2 284 $50M

Nearby Defined Benefit (Pension) Plans in Alabama

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Alabama Housing Finance Authority Employees' Pension Plan?
As of the 2022 Form 5500 filing, Alabama Housing Finance Authority Employees' Pension Plan holds $25M in total assets with 150 participants. It is sponsored by Alabama Housing Finance Authority.
What type of plan is Alabama Housing Finance Authority Employees' Pension Plan?
Alabama Housing Finance Authority Employees' Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 2001-01-01. The plan is filed with the U.S. Department of Labor under EIN 630980480.
Who sponsors the Alabama Housing Finance Authority Employees' Pension Plan?
Alabama Housing Finance Authority Employees' Pension Plan is sponsored by Alabama Housing Finance Authority, located in Alabama. The sponsor's EIN is 630980480 and the plan operates in the Finance & Insurance industry.
How did Alabama Housing Finance Authority Employees' Pension Plan perform in 2022?
Alabama Housing Finance Authority Employees' Pension Plan grew by 15.0% during 2022, moving from $22M to $25M in total assets. Net income was $3M.
Where can I find official filings for Alabama Housing Finance Authority Employees' Pension Plan?
Official Form 5500 filings for Alabama Housing Finance Authority Employees' Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 630980480 or plan name at efast.dol.gov.
How does Alabama Housing Finance Authority Employees' Pension Plan compare to other plans?
You can compare Alabama Housing Finance Authority Employees' Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Alabama on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.