Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

American & Efird Employees' Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by American & Efird LLC ยท North Carolina ยท Manufacturing

What the 2023 filing shows

American & Efird Employees' Pension Plan holds $36M for 192 participants - about $188,224 per participant, up 1.6% over the 2024 plan year.

$36M
total plan assets (2024 EOY)
192
covered participants
$188,224
avg assets per participant
+1.6%
assets growth YoY
Total Assets (2023)
$36M
Participants
192
Industry
Manufacturing

What the Filing Says About American & Efird Employees' Pension Plan

American & Efird Employees' Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by American & Efird LLC, headquartered in North Carolina. As of the 2024 Form 5500 filing, the plan reports $36M in total end-of-year assets and covers 192 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 453709699, and the plan has been effective since 2011-11-07. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $36M at the beginning of 2024 to $36M at year-end โ€” a gain of 1.6%. Net assets (after liabilities) closed the year at $36M, with reported net income of $563K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$36M
Total Assets (End of Year)$36M
Net Assets (End of Year)$36M
Net Income$563K
Plan TypeDefined Benefit (Pension)
Employer EIN453709699
Plan Effective Date2011-11-07
Filing StatusFILING RECEIVED

Sponsor Plan History (American & Efird LLC)

Year Plans Participants Total Assets
2022 1 237 $34M
2023 1 215 $36M
2024 1 192 $36M

Nearby Defined Benefit (Pension) Plans in North Carolina

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Frequently Asked Questions

How much money is in the American & Efird Employees' Pension Plan?
As of the 2024 Form 5500 filing, American & Efird Employees' Pension Plan holds $36M in total assets with 192 participants. It is sponsored by American & Efird LLC.
What type of plan is American & Efird Employees' Pension Plan?
American & Efird Employees' Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 2011-11-07. The plan is filed with the U.S. Department of Labor under EIN 453709699.
Who sponsors the American & Efird Employees' Pension Plan?
American & Efird Employees' Pension Plan is sponsored by American & Efird LLC, located in North Carolina. The sponsor's EIN is 453709699 and the plan operates in the Manufacturing industry.
How did American & Efird Employees' Pension Plan perform in 2024?
American & Efird Employees' Pension Plan grew by 1.6% during 2024, moving from $36M to $36M in total assets. Net income was $563K.
Where can I find official filings for American & Efird Employees' Pension Plan?
Official Form 5500 filings for American & Efird Employees' Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 453709699 or plan name at efast.dol.gov.
How does American & Efird Employees' Pension Plan compare to other plans?
You can compare American & Efird Employees' Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in North Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) โ€” original filing retrieval by EIN 453709699.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.