Defined Benefit (Pension) · DOL Form 5500 · 2023

American & Efird LLC Pension Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
215
Participants Below avg headcount
82nd
Percentile by assets National rank
$165,514
Avg per participant Above avg balance/head
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Official DOL plan name: American & Efird Employees' Pension Plan · Sponsored by American & Efird LLC · North Carolina · Manufacturing

$36M in assets, 215 participants

American & Efird LLC's American & Efird Employees' Pension Plan reported $36M in total assets and 215 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #13,837 in Manufacturing (18,722 peers)

Coverage in North Carolina

American & Efird Employees' Pension Plan covers 215 participants in North Carolina, about 26% of the average North Carolina filer (state average ~819 per filing). Assets: $36M.

#13,837
in Manufacturing (18,722 peers)
+4.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

American & Efird Employees' Pension Plan's outsized position by total assets

American & Efird Employees' Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$35,585,500 Top 18% higher than 82% of 127,068 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 2023

American & Efird Employees' Pension Plan 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. American & Efird Employees' Pension Plan sits mid-pack in the medium band (215 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American & Efird Employees' Pension Plan reported net income rose from -$7M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • American & Efird Employees' Pension Plan reported participants fell from 237 in the plan year 2022 filing to 215 in the plan year 2023 filing.
  • American & Efird Employees' Pension Plan end-of-year assets rose from $34M in the plan year 2022 filing to $36M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 453709699 · American & Efird LLC PY 2023 · Defined Benefit (Pension)

American & Efird Employees' Pension Plan · $36M · 215 · 82nd

  • NET $36M
  • NET 215
  • NET 82nd
  • NET Defined Benefit (Pension)
  • NET near Howmedica Osteonics Pension Plan for Rutherford Bargaining Unit Employees
  • NET ind #13837

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 Manufacturing retirement plans → · Plans in North Carolina →

American & Efird Employees' Pension Plan in the asset neighbourhood

C&d Technologies, Inc. Pension PlanC&d Technologies, Inc. Pensi…$36MHowmedica Osteonics Pension Plan for Rutherford Bargaining Unit EmployeesHowmedica Osteonics Pension …$36MAmerican & Efird Employees' Pension PlanAmerican & Efird Employees' …$36MRipley Entertainment, Inc. Pension PlanRipley Entertainment, Inc. P…$36MPension Plan for Members of the Bargaining Unit of Greater Baltimore Medical CenterPension Plan for Members of …$35M
End-of-year total assets ($M) among American & Efird Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$36M
Net Income$1M
Employer EIN453709699
Plan Effective Date2011-11-07
Filing StatusFILING RECEIVED

Sponsor Plan History (American & Efird LLC)

Sponsor-wide plan assets over time

All American & Efird LLC plans reported in each filing year

Latest sponsor-wide plan assets
$36M 5.654049274620164% vs 2022
2024 filing year
$34M$35M$36M$37M 202220232024 $34.2M $36.1M ▲ +5.6%
Year Plans Participants Total Assets
2022 1 237 $34M
2023 1 215 $36M
2024 1 192 $36M

Nearby Defined Benefit (Pension) Plans in North Carolina

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

American & Efird Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -505101520 Total assets ($B) Participants American & Efird Employees' Pension Plan, Total assets ($B): 0.0355855 · Participants: 215American & Efird Employees' Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 16.613752395 · Participants: 11145Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 14.582387965 · Participants: 45818Truist Financial Corporation Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 4.0264 · Participants: 14485Duke Energy Retirement Cash Balance PlanDuke Energy Legacy Pension Plan, Total assets ($B): 3.3721 · Participants: 371Duke Energy Legacy Pension PlanEmployees' Retirement Plan of Duke University, Total assets ($B): 2.616859519 · Participants: 21020Employees' Retirement Plan of Duke University
American & Efird Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare American & Efird Employees' Pension Plan side-by-side with 3 peers →

American & Efird Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Howmedica Osteonics Pension Plan for Rutherford Bargaining Unit Employees in MI ($36M); by covered participants it is Odyssey Reinsurance Company Restated Employees Retirement Plan in CT (215 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (215 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did American & Efird Employees' Pension Plan assets move in 2023? ▼
American & Efird Employees' Pension Plan edged up modestly - up 4.0% during 2023, from $34M to $36M. Reported net income was $1M.
How have American & Efird LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American & Efird LLC's sponsor-wide assets grew 5.7%, from $34M to $36M.
Where does American & Efird Employees' Pension Plan rank by assets among Form 5500 filers? ▼
American & Efird Employees' Pension Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to American & Efird Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Howmedica Osteonics Pension Plan for Rutherford Bargaining Unit Employees in MI ($36M, 36 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to American & Efird Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Odyssey Reinsurance Company Restated Employees Retirement Plan in CT (215 participants, $215M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 453709699.

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.