Defined Benefit (Pension) · DOL Form 5500 · 2023
Spire Alabama Inc. Pension Plan
Data updated 2026-08-25
- $106M
- Total assets Near avg plan size
- 753
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $141,145
- Avg per participant Near avg balance/head
Official DOL plan name: Spire Retirement Income Plan · Sponsored by Spire Alabama Inc. · Alabama · Utilities
$106M in assets, 753 participants
Spire Alabama Inc.'s Spire Retirement Income Plan reported $106M in total assets and 753 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.
- #458 in Utilities (721 peers)
Coverage in Alabama
Spire Retirement Income Plan covers 753 participants in Alabama, 2.1x the typical Alabama plan (state average ~360 per filing). Assets: $106M.
- #458
- in Utilities (721 peers)
- +8.4%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Spire Retirement Income Plan's outsized position by total assets
Spire Retirement Income Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$106,282,122 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
Spire Retirement Income 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. Spire Retirement Income Plan sits mid-pack in the medium band (753 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Spire Retirement Income Plan reported net income rose from -$17M in the plan year 2022 filing to -$8M in the plan year 2023 filing.
- Spire Retirement Income Plan end-of-year assets rose from $98M in the plan year 2022 filing to $106M in the plan year 2023 filing.
- Spire Retirement Income Plan reported participants fell from 765 in the plan year 2022 filing to 753 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 630022000 · Spire Alabama Inc. PY 2023 · Defined Benefit (Pension)
Spire Retirement Income Plan · $106M · 753 · 92nd
- EOY $106M
- 5500 753
- ASSETS 92nd
- PCT Defined Benefit (Pension)
- EIN near Clark Equipment Company Retirement Plan (Plan 50)
- RANK ind #458
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 Utilities retirement plans → · Plans in Alabama →
Spire Retirement Income Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $106M |
| Net Income | -$8M |
| Employer EIN | 630022000 |
| Plan Effective Date | 2014-04-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Spire Alabama Inc.)
Sponsor-wide plan assets over time
All Spire Alabama Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $140M 18.690827195345385% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,036 | $118M |
| 2023 | 2 | 1,005 | $106M |
| 2024 | 1 | 1,041 | $140M |
Nearby Defined Benefit (Pension) Plans in Alabama
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation Retirement Plan $1.2B · 292
- Blue Cross and Blue Shield of Alabama Retirement Plan $737M · 2,014
- Regions Financial Corporation Retirement Plan for Associates $716M · 2,395
- Vulcan Materials Company Pension Plan $508M · 776
- American Cast Iron Pipe Company Pension Plan $440M · 832
Spire Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Alabama, the nearest Defined Benefit (Pension) by assets is Clark Equipment Company Retirement Plan (Plan 50) in ND ($106M); by covered participants it is Permanente Physicians Retirement Plan for Hpmg, Inc. in CA (754 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($106M here).
- Clark Equipment Company Retirement Plan (Plan 50) (ND) $106M · 134
- Defined Benefit Retirement Plan for Dartmouth College Staff (NH) $106M · 276
- Monument Health, Inc. Pension Plan (SD) $106M · 3,078
- Southwest Retirement and Cash Balance Plan (OH) $106M · 1,032
Similar participant headcount
Nearest other-state filings by covered participants (753 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.