Defined Benefit (Pension) · DOL Form 5500 · 2023

Southern Farm Bureau Casualty Insurance Company Pension Plan

Data updated 2026-08-25

$431M
Total assets Above avg plan size
1,492
Participants Near avg headcount
97th
Percentile by assets National rank
$288,710
Avg per participant High balance/head
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Official DOL plan name: Sfb Casualty Ins Co Retirement Plan · Sponsored by Southern Farm Bureau Casualty Insurance Company · Mississippi · Finance & Insurance

$431M in assets, 1,492 participants

Southern Farm Bureau Casualty Insurance Company's Sfb Casualty Ins Co Retirement Plan reported $431M in total assets and 1,492 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.

  • #8,426 in Finance & Insurance (8,869 peers)

Coverage in Mississippi

Sfb Casualty Ins Co Retirement Plan covers 1,492 participants in Mississippi, 4.1x the typical Mississippi plan (state average ~366 per filing). Assets: $431M.

#8,426
in Finance & Insurance (8,869 peers)
+0.4%
assets growth YoY
4.3×
vs typical plan assets (national mean)

Sfb Casualty Ins Co Retirement Plan's outsized position by total assets

Sfb Casualty Ins Co Retirement Plan vs every filed plan by assets

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

$430,754,580 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

Sfb Casualty Ins Co Retirement Plan'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. Sfb Casualty Ins Co Retirement Plan lands in the large band (1,492 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sfb Casualty Ins Co Retirement Plan reported net income rose from -$17M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sfb Casualty Ins Co Retirement Plan end-of-year assets rose from $429M in the plan year 2022 filing to $431M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 640288243 · Southern Farm Bureau Casualty Insurance Company PY 2023 · Defined Benefit (Pension)

Sfb Casualty Ins Co Retirement Plan · $431M · 1,492 · 97th

  • EBSA $431M
  • EBSA 1,492
  • EBSA 97th
  • EBSA Defined Benefit (Pension)
  • EBSA near Torrance Health Association Employees Retirement Plan
  • EBSA ind #8426

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 Mississippi →

Sfb Casualty Ins Co Retirement Plan in the asset neighbourhood

Twin City Ironworkers Pension PlanTwin City Ironworkers Pensio…$432MTorrance Health Association Employees Retirement PlanTorrance Health Association …$431MSfb Casualty Ins Co Retirement PlanSfb Casualty Ins Co Retireme…$431MSteamfitters Industry Pension FundSteamfitters Industry Pensio…$430MTeamsters' Local 301 Pension PlanTeamsters' Local 301 Pension…$429M
End-of-year total assets ($M) among Sfb Casualty Ins Co Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Mississippi filing particulars

Total Assets (Beginning of Year)$429M
Net Assets (End of Year)$430M
Net Income$2M
Employer EIN640288243
Plan Effective Date1954-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Farm Bureau Casualty Insurance Company)

Sponsor-wide plan assets over time

All Southern Farm Bureau Casualty Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$974M 13.01821947638906% vs 2022
2024 filing year
$850M$900M$950M$1,000M 202220232024 $862M $974M ▲ +13.0%
Year Plans Participants Total Assets
2022 2 4,111 $862M
2023 2 4,149 $908M
2024 2 4,218 $974M

Nearby Defined Benefit (Pension) Plans in Mississippi

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

Sfb Casualty Ins Co Retirement Plan vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0200400600800 Total assets ($M) Participants Sfb Casualty Ins Co Retirement Plan, Total assets ($M): 430.75458 · Participants: 1492Sfb Casualty Ins Co Retirement PlanHancock Whitney Corporation Pension Plan, Total assets ($M): 745.772396 · Participants: 1723Hancock Whitney Corporation Pension PlanNorth Mississippi Health Services, Inc. Retirement Plan & Trust Agreement, Total assets ($M): 491.683623 · Participants: 1837North Mississippi Health Services, Inc. Retirement Plan & Trust AgreementCadence Retirement Plan and Trust Agreement, Total assets ($M): 337.803252 · Participants: 4758Cadence Retirement Plan and Trust AgreementSouthern Farm Bureau Life Insurance Company Retirement Plan, Total assets ($M): 229.947844 · Participants: 607Southern Farm Bureau Life Insurance Company Retirement PlanPension Plan for Employees of Central Service Association, Total assets ($M): 174.993345 · Participants: 450Pension Plan for Employees of Central Service Association
Sfb Casualty Ins Co Retirement Plan vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants
Compare Sfb Casualty Ins Co Retirement Plan side-by-side with 3 peers →

Sfb Casualty Ins Co Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Mississippi, the nearest Defined Benefit (Pension) by assets is Torrance Health Association Employees Retirement Plan in CA ($431M); by covered participants it is Parkview Health System, Inc. Employees Pension Plan in IN (1,492 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($431M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,492 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 Sfb Casualty Ins Co Retirement Plan assets move in 2023? ▼
Sfb Casualty Ins Co Retirement Plan held essentially flat - up 0.4% during 2023, from $429M to $431M. Reported net income was $2M.
How have Southern Farm Bureau Casualty Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Farm Bureau Casualty Insurance Company's sponsor-wide assets grew 13.0%, from $862M to $974M.
Where does Sfb Casualty Ins Co Retirement Plan rank by assets among Form 5500 filers? ▼
Sfb Casualty Ins Co Retirement Plan 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 Sfb Casualty Ins Co Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Torrance Health Association Employees Retirement Plan in CA ($431M, 1,270 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sfb Casualty Ins Co Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Parkview Health System, Inc. Employees Pension Plan in IN (1,492 participants, $449M 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 640288243.

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.