Money Purchase · DOL Form 5500 · 2023

Alabama Housing Finance Authority Money Purchase Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
142
Participants Small participant base
71st
Percentile by assets National rank
$131,869
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Alabama Housing Finance Authority Retirement Plan · Sponsored by Alabama Housing Finance Authority · Alabama · Finance & Insurance

$19M in assets, 142 participants

Alabama Housing Finance Authority's Alabama Housing Finance Authority Retirement Plan reported $19M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,118 in Finance & Insurance (8,869 peers)

Coverage in Alabama

Alabama Housing Finance Authority Retirement Plan covers 142 participants in Alabama, about 39% of the average Alabama filer (state average ~360 per filing). Assets: $19M.

#5,118
in Finance & Insurance (8,869 peers)
+25.1%
assets growth YoY

Alabama Housing Finance Authority Retirement Plan's outsized position by total assets

Alabama Housing Finance Authority Retirement Plan vs every filed plan by assets

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

$18,725,408 Top 29% higher than 71% 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

Alabama Housing Finance Authority Retirement 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. Alabama Housing Finance Authority Retirement Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alabama Housing Finance Authority Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Alabama Housing Finance Authority Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 630980480 · Alabama Housing Finance Authority PY 2023 · Money Purchase

Alabama Housing Finance Authority Retirement Plan · $19M · 142 · 71st

  • TYPE $19M
  • NET 142
  • BOOK 71st
  • VS-ST Money Purchase
  • BOY near Brt Apartments Corp. Pension Plan
  • SCH ind #5118

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 Alabama →

Alabama Housing Finance Authority Retirement Plan in the asset neighbourhood

Council on Aging of Southwestern Ohio, Inc. Retirement PlanCouncil on Aging of Southwes…$19MThe Community School, Inc. 401(a) DC PlanThe Community School, Inc. 4…$19MLocal 1102 401(k) Retirement PlanLocal 1102 401(k) Retirement…$19MBrt Apartments Corp. Pension PlanBrt Apartments Corp. Pension…$19MAlabama Housing Finance Authority Retirement PlanAlabama Housing Finance Auth…$19M
End-of-year total assets ($M) among Alabama Housing Finance Authority Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN630980480
Plan Effective Date1989-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alabama Housing Finance Authority)

Sponsor-wide plan assets over time

All Alabama Housing Finance Authority plans reported in each filing year

Latest sponsor-wide plan assets
$55M 37.007743757226756% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $40.2M $55.1M ▲ +37.0%
Year Plans Participants Total Assets
2022 2 292 $40M
2023 2 284 $50M
2024 2 289 $55M

Nearby Money Purchase Plans in Alabama

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Alabama Housing Finance Authority Retirement Plan vs. nearby Money Purchase plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20020406080 Total assets ($M) Participants Alabama Housing Finance Authority Retirement Plan, Total assets ($M): 18.725408 · Participants: 142Alabama Housing Finance Authority Retirement PlanPlumbers & Steamfitters Local Union 52 Defined Con Plan, Total assets ($M): 70.342294 · Participants: 322Plumbers & Steamfitters Local Union 52 Defined Con PlanIron Workers Local Union No. 92 Money Purchase Pension Plan, Total assets ($M): 51.54392 · Participants: 885Iron Workers Local Union No. 92 Money Purchase Pension PlanSoutheastern Ironworkers Annuity Plan, Total assets ($M): 36.714804 · Participants: 3640Southeastern Ironworkers Annuity PlanBayou La Batre Area Health Development Board, Inc. Mpp, Total assets ($M): 10.181207 · Participants: 85Bayou La Batre Area Health Development Board, Inc. MppCity of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan, Total assets ($M): 1.862912 · Participants: 18City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan
Alabama Housing Finance Authority Retirement Plan vs. nearby Money Purchase plans in Alabama, assets vs. participants
Compare Alabama Housing Finance Authority Retirement Plan side-by-side with 3 peers →

Alabama Housing Finance Authority Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Alabama, the nearest Money Purchase by assets is Brt Apartments Corp. Pension Plan in NY ($19M); by covered participants it is Charlesbank Capital Partners, LLC Money Purchase Pension Plan in MA (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Alabama Housing Finance Authority Retirement Plan assets move in 2023? ▼
Alabama Housing Finance Authority Retirement Plan grew sharply - up 25.1% during 2023, from $15M to $19M. Reported net income was $4M.
How have Alabama Housing Finance Authority plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alabama Housing Finance Authority's sponsor-wide assets grew 37.0%, from $40M to $55M.
Which Money Purchase plans are similar in size to Alabama Housing Finance Authority Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Brt Apartments Corp. Pension Plan in NY ($19M, 14 participants).
Which Money Purchase plans cover a similar participant headcount to Alabama Housing Finance Authority Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Charlesbank Capital Partners, LLC Money Purchase Pension Plan in MA (142 participants, $37M 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 630980480.

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.