Defined Benefit (Pension) · DOL Form 5500 · 2022

Alabama Housing Finance Authority Pension Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
150
Participants Small participant base
81st
Percentile by assets National rank
$168,199
Avg per participant Above avg balance/head
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Official DOL plan name: Alabama Housing Finance Authority Employees' Pension Plan · Sponsored by Alabama Housing Finance Authority · Alabama · Finance & Insurance

$25M in assets, 150 participants

Alabama Housing Finance Authority's Alabama Housing Finance Authority Employees' Pension Plan reported $25M in total assets and 150 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,376 in Finance & Insurance (9,261 peers)

Coverage in Alabama

Alabama Housing Finance Authority Employees' Pension Plan covers 150 participants in Alabama, about 42% of the average Alabama filer (state average ~360 per filing). Assets: $25M.

#6,376
in Finance & Insurance (9,261 peers)
+15.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

Alabama Housing Finance Authority Employees' Pension Plan vs every filed plan by assets

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

$25,229,856 Top 19% higher than 81% 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 Employees' Pension 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 Employees' Pension Plan sits mid-pack in the medium band (150 participants).

Form 5500 schedule snapshot

Filing strip 630980480 · Alabama Housing Finance Authority PY 2022 · Defined Benefit (Pension)

Alabama Housing Finance Authority Employees' Pension Plan · $25M · 150 · 81st

  • EBSA $25M
  • PART 150
  • TYPE 81st
  • NET Defined Benefit (Pension)
  • BOOK near Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust
  • VS-ST ind #6376

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 Employees' Pension Plan in the asset neighbourhood

Retirement & Benefit Plan of Guest Services, Inc.Retirement & Benefit Plan of…$25MOhio Local No 1 Operative Plasterers and Cement Masons Pension FundOhio Local No 1 Operative Pl…$25MAlabama Housing Finance Authority Employees' Pension PlanAlabama Housing Finance Auth…$25MSacramento Independent Hotel, Restaurant & Tavern Employees Pension TrustSacramento Independent Hotel…$25MWashington DC Cement Masons' Pension FundWashington DC Cement Masons'…$25M
End-of-year total assets ($M) among Alabama Housing Finance Authority Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN630980480
Plan Effective Date2001-01-01
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 Defined Benefit (Pension) Plans in Alabama

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

Alabama Housing Finance Authority Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. 0100020003000 -0.500.511.5 Total assets ($B) Participants Alabama Housing Finance Authority Employees' Pension Plan, Total assets ($B): 0.025229856 · Participants: 150Alabama Housing Finance Authority Employees' Pension PlanRegions Financial Corporation Retirement Plan, Total assets ($B): 1.234102296 · Participants: 309Regions Financial Corporation Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.700189014 · Participants: 2672Regions Financial Corporation Retirement Plan for AssociatesBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.655441132 · Participants: 2154Blue Cross and Blue Shield of Alabama Retirement PlanVulcan Materials Company Pension Plan, Total assets ($B): 0.502591014 · Participants: 879Vulcan Materials Company Pension PlanAmerican Cast Iron Pipe Company Pension Plan, Total assets ($B): 0.432303132 · Participants: 869American Cast Iron Pipe Company Pension Plan
Alabama Housing Finance Authority Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Alabama Housing Finance Authority Employees' Pension Plan side-by-side with 3 peers →

Alabama Housing Finance Authority Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust in CA ($25M); by covered participants it is Genon Pension Plan for Bargained Employees in TX (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.

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 Employees' Pension Plan assets move in 2022? ▼
Alabama Housing Finance Authority Employees' Pension Plan grew sharply - up 15.0% during 2022, from $22M to $25M. Reported net income was $3M.
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.
Where does Alabama Housing Finance Authority Employees' Pension Plan rank by assets among Form 5500 filers? ▼
Alabama Housing Finance Authority Employees' Pension Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Alabama Housing Finance Authority Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust in CA ($25M, 605 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Alabama Housing Finance Authority Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Genon Pension Plan for Bargained Employees in TX (150 participants, $8M 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.