Defined Benefit (Pension) · DOL Form 5500 · 2023

American Fidelity Corporation Pension Plan

Data updated 2026-08-25

$349M
Total assets Above avg plan size
1,638
Participants Near avg headcount
97th
Percentile by assets National rank
$213,282
Avg per participant Above avg balance/head
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Official DOL plan name: Retirement Plan of American Fidelity Group · Sponsored by American Fidelity Corporation · Oklahoma · Management of Enterprises

$349M in assets, 1,638 participants

American Fidelity Corporation's Retirement Plan of American Fidelity Group reported $349M in total assets and 1,638 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #999 in Management of Enterprises (1,137 peers)

Coverage in Oklahoma

Retirement Plan of American Fidelity Group covers 1,638 participants in Oklahoma, 2.2x the typical Oklahoma plan (state average ~760 per filing). Assets: $349M.

#999
in Management of Enterprises (1,137 peers)
+9.9%
assets growth YoY
3.5×
vs typical plan assets (national mean)

Retirement Plan of American Fidelity Group's outsized position by total assets

Retirement Plan of American Fidelity Group vs every filed plan by assets

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

$349,355,722 Top 3% higher than 97% 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

Retirement Plan of American Fidelity Group's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan of American Fidelity Group lands in the large band (1,638 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan of American Fidelity Group reported net income rose from -$26M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Retirement Plan of American Fidelity Group end-of-year assets rose from $318M in the plan year 2022 filing to $349M in the plan year 2023 filing.
  • Retirement Plan of American Fidelity Group reported participants fell from 1,787 in the plan year 2022 filing to 1,638 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 730966202 · American Fidelity Corporation PY 2023 · Defined Benefit (Pension)

Retirement Plan of American Fidelity Group · $349M · 1,638 · 97th

  • PCT $349M
  • EIN 1,638
  • RANK 97th
  • PHOTO Defined Benefit (Pension)
  • IND near The Adjustable Plan of the Unite Here Retirement
  • EOY ind #999

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 Management of Enterprises retirement plans → · Plans in Oklahoma →

Retirement Plan of American Fidelity Group in the asset neighbourhood

Northwestern Energy Mt Pension PlanNorthwestern Energy Mt Pensi…$350MPlumbers and Steamfitters Local 486 Pension FundPlumbers and Steamfitters Lo…$350MRetirement Plan of American Fidelity GroupRetirement Plan of American …$349MThe Adjustable Plan of the Unite Here RetirementThe Adjustable Plan of the U…$349MH.B. Fuller Legacy Pension PlanH.B. Fuller Legacy Pension P…$349M
End-of-year total assets ($M) among Retirement Plan of American Fidelity Group and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$318M
Net Assets (End of Year)$349M
Net Income$31M
Employer EIN730966202
Plan Effective Date1961-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Fidelity Corporation)

Sponsor-wide plan assets over time

All American Fidelity Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$870M 8.534122466265044% vs 2022
2024 filing year
$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.95B $0.87B ▼ -8.4%
Year Plans Participants Total Assets
2022 2 5,055 $952M
2023 2 5,083 $1.1B
2024 1 3,606 $870M

Nearby Defined Benefit (Pension) Plans in Oklahoma

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

Retirement Plan of American Fidelity Group vs. nearby Defined Benefit (Pension) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 01000200030004000 00.511.52 Total assets ($B) Participants Retirement Plan of American Fidelity Group, Total assets ($B): 0.349355722 · Participants: 1638Retirement Plan of American Fidelity GroupPipeline Industry Pension Fund, Total assets ($B): 1.550776271 · Participants: 1904Pipeline Industry Pension FundWilliams Pension Plan, Total assets ($B): 1.33243367 · Participants: 3588Williams Pension PlanOne Gas, Inc. Retirement Plan, Total assets ($B): 0.795535 · Participants: 740One Gas, Inc. Retirement PlanRetirement Plan for Employees of Devon Energy Corporation, Total assets ($B): 0.480356058 · Participants: 171Retirement Plan for Employees of Devon Energy CorporationIntegris Health, Inc. Retirement Plan a, Total assets ($B): 0.422772766 · Participants: 1145Integris Health, Inc. Retirement Plan a
Retirement Plan of American Fidelity Group vs. nearby Defined Benefit (Pension) plans in Oklahoma, assets vs. participants
Compare Retirement Plan of American Fidelity Group side-by-side with 3 peers →

Retirement Plan of American Fidelity Group's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oklahoma, the nearest Defined Benefit (Pension) by assets is The Adjustable Plan of the Unite Here Retirement in NY ($349M); by covered participants it is Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees in PR (1,638 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($349M here).

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 Retirement Plan of American Fidelity Group assets move in 2023? ▼
Retirement Plan of American Fidelity Group grew at a solid clip - up 9.9% during 2023, from $318M to $349M. Reported net income was $31M.
How have American Fidelity Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Fidelity Corporation's sponsor-wide assets declined 8.5%, from $952M to $870M.
Where does Retirement Plan of American Fidelity Group rank by assets among Form 5500 filers? ▼
Retirement Plan of American Fidelity Group ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan of American Fidelity Group? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Adjustable Plan of the Unite Here Retirement in NY ($349M, 42,309 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan of American Fidelity Group? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees in PR (1,638 participants, $800M 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 730966202.

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.