Defined Benefit (Pension) · DOL Form 5500 · 2023

Community Action Agency of South Alabama Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
33
Participants Small participant base
47th
Percentile by assets National rank
$172,072
Avg per participant Above avg balance/head
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Official DOL plan name: Community Action Agency of South Alabama Defined Benefit Pension Plan · Sponsored by Community Action Agency of South Alabama · Alabama · Educational Services

$6M in assets, 33 participants

Community Action Agency of South Alabama's Community Action Agency of South Alabama Defined Benefit Pension Plan reported $6M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #1,178 in Educational Services (3,735 peers)

What the 2023 filing shows

Community Action Agency of South Alabama Defined Benefit Pension Plan holds $6M for 33 participants - about $172,072 per participant, in the lower half of filed plans by assets.

#1,178
in Educational Services (3,735 peers)
+6.6%
assets growth YoY

Community Action Agency of South Alabama Defined Benefit Pension Plan's mid-pack asset rank among Educational Services and all filers

Community Action Agency of South Alabama Defined Benefit Pension Plan vs every filed plan by assets

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

$5,678,388 47th percentile higher than 47% 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

Community Action Agency of South Alabama Defined Benefit Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Community Action Agency of South Alabama Defined Benefit Pension Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Community Action Agency of South Alabama Defined Benefit Pension Plan reported net income rose from -$1M in the plan year 2022 filing to $350K in the plan year 2023 filing.
  • Community Action Agency of South Alabama Defined Benefit Pension Plan reported participants fell from 38 in the plan year 2022 filing to 33 in the plan year 2023 filing.
  • Community Action Agency of South Alabama Defined Benefit Pension Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 630510904 · Community Action Agency of South Alabama PY 2023 · Defined Benefit (Pension)

Community Action Agency of South Alabama Defined Benefit Pension Plan · $6M · 33 · 47th

  • EOY $6M
  • EOY 33
  • EOY 47th
  • EOY Defined Benefit (Pension)
  • EOY near Lorain County Printing & Publishing Employees Retirement Plan
  • EOY ind #1178

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 Educational Services retirement plans → · Plans in Alabama →

Community Action Agency of South Alabama Defined Benefit Pension Plan in the asset neighbourhood

Preferred Compounding Corp. Salaried Pension PlanPreferred Compounding Corp. …$6MCommunity Action Agency of South Alabama Defined Benefit Pension PlanCommunity Action Agency of S…$6MLorain County Printing & Publishing Employees Retirement PlanLorain County Printing & Pub…$6MHulman & Company Retirement PlanHulman & Company Retirement …$6MBluegrass Orthopaedics, Psc Cash Balance Pension PlanBluegrass Orthopaedics, Psc …$6M
End-of-year total assets ($M) among Community Action Agency of South Alabama Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$350K
Employer EIN630510904
Plan Effective Date1996-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Action Agency of South Alabama)

Sponsor-wide plan assets over time

All Community Action Agency of South Alabama plans reported in each filing year

Latest sponsor-wide plan assets
$6M 9.81881382033786% vs 2022
2024 filing year
$5.2M$5.4M$5.6M$5.8M$6M 202220232024 $5.33M $5.85M ▲ +9.8%
Year Plans Participants Total Assets
2022 1 38 $5M
2023 1 33 $6M
2024 1 53 $6M

Nearby Defined Benefit (Pension) Plans in Alabama

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

Community Action Agency of South Alabama Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -0.500.511.5 Total assets ($B) Participants Community Action Agency of South Alabama Defined Benefit Pension Plan, Total assets ($B): 0.005678388 · Participants: 33Community Action Agency of South Alabama Defined Benefit Pension PlanRegions Financial Corporation Retirement Plan, Total assets ($B): 1.23300032 · Participants: 292Regions Financial Corporation Retirement PlanBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.737313284 · Participants: 2014Blue Cross and Blue Shield of Alabama Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.716301272 · Participants: 2395Regions Financial Corporation Retirement Plan for AssociatesVulcan Materials Company Pension Plan, Total assets ($B): 0.507585545 · Participants: 776Vulcan Materials Company Pension PlanAmerican Cast Iron Pipe Company Pension Plan, Total assets ($B): 0.440237888 · Participants: 832American Cast Iron Pipe Company Pension Plan
Community Action Agency of South Alabama Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Community Action Agency of South Alabama Defined Benefit Pension Plan side-by-side with 3 peers →

Community Action Agency of South Alabama Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Lorain County Printing & Publishing Employees Retirement Plan in OH ($6M); by covered participants it is Vermont Gas Systems, Inc. Retirement Plan in VT (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Community Action Agency of South Alabama Defined Benefit Pension Plan assets move in 2023? ▼
Community Action Agency of South Alabama Defined Benefit Pension Plan grew at a solid clip - up 6.6% during 2023, from $5M to $6M. Reported net income was $350K.
How have Community Action Agency of South Alabama plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Action Agency of South Alabama's sponsor-wide assets grew 9.8%, from $5M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Community Action Agency of South Alabama Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lorain County Printing & Publishing Employees Retirement Plan in OH ($6M, 36 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Community Action Agency of South Alabama Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Vermont Gas Systems, Inc. Retirement Plan in VT (33 participants, $18M 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 630510904.

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.