Defined Benefit (Pension) · DOL Form 5500 · 2023
Alabama Housing Finance Authority Pension Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 142
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $220,195
- Avg per participant Above avg balance/head
Official DOL plan name: Alabama Housing Finance Authority Employees' Pension Plan · Sponsored by Alabama Housing Finance Authority · Alabama · Finance & Insurance
$31M in assets, 142 participants
Alabama Housing Finance Authority's Alabama Housing Finance Authority Employees' Pension Plan reported $31M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #6,132 in Finance & Insurance (8,869 peers)
Coverage in Alabama
Alabama Housing Finance Authority Employees' Pension Plan covers 142 participants in Alabama, about 39% of the average Alabama filer (state average ~360 per filing). Assets: $31M.
- #6,132
- in Finance & Insurance (8,869 peers)
- +23.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Alabama Housing Finance Authority Employees' Pension Plan's outsized position by total assets
Alabama Housing Finance Authority Employees' Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$31,267,624 Top 20% higher than 80% 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
Alabama Housing Finance Authority 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. Alabama Housing Finance Authority Employees' Pension 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 Employees' Pension Plan reported net income rose from $3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Alabama Housing Finance Authority Employees' Pension Plan end-of-year assets rose from $25M in the plan year 2022 filing to $31M in the plan year 2023 filing.
- Alabama Housing Finance Authority Employees' Pension Plan reported participants fell from 150 in the plan year 2022 filing to 142 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 630980480 · Alabama Housing Finance Authority PY 2023 · Defined Benefit (Pension)
Alabama Housing Finance Authority Employees' Pension Plan · $31M · 142 · 80th
- EIN $31M
- RANK 142
- PHOTO 80th
- IND Defined Benefit (Pension)
- EOY near The Mentholatum Company Pension Plan for Employees Employed in the United States of America
- 5500 ind #6132
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 Employees' Pension Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $6M |
| Employer EIN | 630980480 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 292 | $40M |
| 2023 | 2 | 284 | $50M |
| 2024 | 2 | 289 | $55M |
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
Alabama Housing Finance Authority Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Alabama, the nearest Defined Benefit (Pension) by assets is The Mentholatum Company Pension Plan for Employees Employed in the United States of America in NY ($31M); by covered participants it is Willamette Falls Hospital Pension Plan in WA (142 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- The Mentholatum Company Pension Plan for Employees Employed in the United States of America (NY) $31M · 45
- Amplify Credit Union Defined Benefit Plan (TX) $31M · 103
- Enstar Natural Gas Company, LLC Retirement Plan for Non-Union Employees (AK) $31M · 29
- Toledo Painters and Allied Trades Pension Plan (OH) $31M · 264
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.