Defined Benefit (Pension) · DOL Form 5500 · 2023
Ky Farm Bureau Mutual Ins Co Pension Plan
Data updated 2026-08-25
- $120M
- Total assets Near avg plan size
- 216
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $553,809
- Avg per participant High balance/head
Official DOL plan name: Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust · Sponsored by Ky Farm Bureau Mutual Ins Co · Kentucky · Finance & Insurance
$120M in assets, 216 participants
Ky Farm Bureau Mutual Ins Co's Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust reported $120M in total assets and 216 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #7,828 in Finance & Insurance (8,869 peers)
Coverage in Kentucky
Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust covers 216 participants in Kentucky, about 33% of the average Kentucky filer (state average ~647 per filing). Assets: $120M.
- #7,828
- in Finance & Insurance (8,869 peers)
- -4.1%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust's outsized position by total assets
Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$119,622,829 Top 8% higher than 92% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust sits mid-pack in the medium band (216 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust reported net income rose from -$24M in the plan year 2022 filing to -$5M in the plan year 2023 filing.
- Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust reported participants fell from 261 in the plan year 2022 filing to 216 in the plan year 2023 filing.
- Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust end-of-year assets fell from $125M in the plan year 2022 filing to $120M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 610392792 · Ky Farm Bureau Mutual Ins Co PY 2023 · Defined Benefit (Pension)
Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust · $120M · 216 · 92nd
- BOOK $120M
- BOOK 216
- BOOK 92nd
- BOOK Defined Benefit (Pension)
- BOOK near Major League Baseball Pension Plan for Non-Uniformed Personnel
- BOOK ind #7828
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 Kentucky →
Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $125M |
|---|---|
| Net Assets (End of Year) | $120M |
| Net Income | -$5M |
| Employer EIN | 610392792 |
| Plan Effective Date | 1951-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ky Farm Bureau Mutual Ins Co)
Sponsor-wide plan assets over time
All Ky Farm Bureau Mutual Ins Co plans reported in each filing year
- Latest sponsor-wide plan assets
- $231M 13.536863747879439% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 886 | $203M |
| 2023 | 2 | 852 | $213M |
| 2024 | 2 | 885 | $231M |
Nearby Defined Benefit (Pension) Plans in Kentucky
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Lg&e and Ku Pension Plan $1.1B · 833
- Ashland Hercules Pension Plan $984M · 70
- Yum Brands Retirement Plan $734M · 3,834
- Brown-Forman Corporation Salaried Employees Retirement Plan $499M · 1,160
- Ashland Hercules Pension Plan II $469M · 57
Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Major League Baseball Pension Plan for Non-Uniformed Personnel in IL ($120M); by covered participants it is Plumbers & Steamfitters Pension Fund Local Union 373 in NY (216 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($120M here).
Similar participant headcount
Nearest other-state filings by covered participants (216 participants); asset peers above are excluded.
- Plumbers & Steamfitters Pension Fund Local Union 373 (NY) 216 · 0 off
- Magellan Pension Plan for Usw Employees (OK) 216 · 0 off
- Seyfarth Shaw LLP Market-Based Pension Plan (IL) 216 · 0 off
- Cincinnati Bell Pension Plan (OH) 216 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.