401(k) · DOL Form 5500 · 2024
Southern Farm Bureau Casualty Insurance Company 401(k) Plan
Data updated 2026-08-25
- $528M
- Total assets Above avg plan size
- 2,689
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $196,482
- Avg per participant Above avg balance/head
Official DOL plan name: Southern Farm Bureau and Adopting Companies 401(k) Plan · Sponsored by Southern Farm Bureau Casualty Insurance Company · Mississippi · Finance & Insurance
$528M in assets, 2,689 participants
Southern Farm Bureau Casualty Insurance Company's Southern Farm Bureau and Adopting Companies 401(k) Plan reported $528M in total assets and 2,689 participants in its 2024 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.
- #8,147 in Finance & Insurance (8,549 peers)
Coverage in Mississippi
Southern Farm Bureau and Adopting Companies 401(k) Plan covers 2,689 participants in Mississippi, 7.3x the typical Mississippi plan (state average ~366 per filing). Assets: $528M.
- #8,147
- in Finance & Insurance (8,549 peers)
- +10.8%
- assets growth YoY
- 5.3×
- vs typical plan assets (national mean)
Southern Farm Bureau and Adopting Companies 401(k) Plan's outsized position by total assets
Southern Farm Bureau and Adopting Companies 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$528,338,892 Top 3% higher than 97% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Southern Farm Bureau and Adopting Companies 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Farm Bureau and Adopting Companies 401(k) Plan lands in the large band (2,689 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southern Farm Bureau and Adopting Companies 401(k) Plan reported net income rose from $44M in the plan year 2023 filing to $51M in the plan year 2024 filing.
- Southern Farm Bureau and Adopting Companies 401(k) Plan end-of-year assets rose from $477M in the plan year 2023 filing to $528M in the plan year 2024 filing.
- Southern Farm Bureau and Adopting Companies 401(k) Plan reported participants rose from 2,657 in the plan year 2023 filing to 2,689 in the plan year 2024 filing.
DOL schedule card
Filing strip 640288243 · Southern Farm Bureau Casualty Insurance Company PY 2024 · 401(k)
Southern Farm Bureau and Adopting Companies 401(k) Plan · $528M · 2,689 · 97th
- EIN $528M
- EIN 2,689
- EIN 97th
- EIN 401(k)
- EIN near Hawaiian Airlines, Inc. 401(k) Savings Plan
- EIN ind #8147
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 →
Southern Farm Bureau and Adopting Companies 401(k) Plan in the asset neighbourhood
Mississippi filing particulars
| Total Assets (Beginning of Year) | $477M |
|---|---|
| Net Assets (End of Year) | $528M |
| Net Income | $51M |
| Employer EIN | 640288243 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,111 | $862M |
| 2023 | 2 | 4,149 | $908M |
| 2024 | 2 | 4,218 | $974M |
Nearby 401(k) Plans in Mississippi
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Cadence 401(k) Profit-Sharing Plan $817M · 6,117
- Ergon 401(k) Plan $771M · 3,508
- V2x 401(k) Retirement Plan $644M · 6,644
- Hancock Whitney Corporation 401(k) Savings Plan $608M · 3,561
- Hattiesburg Clinic P. a. Savings Plan $402M · 2,250
Southern Farm Bureau and Adopting Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Mississippi, the nearest 401(k) by assets is Hawaiian Airlines, Inc. 401(k) Savings Plan in HI ($529M); by covered participants it is Ryan, LLC Employees 401(k) Profit Sharing Plan & Trust in TX (2,690 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($528M here).
- Hawaiian Airlines, Inc. 401(k) Savings Plan (HI) $529M · 4,175
- Ashley Furniture Industries, LLC Profit Sharing 401(k) Plan (WI) $528M · 16,155
- Hunter Douglas, Inc. Employee Savings 401(k) Plan (NY) $529M · 3,663
- Schindler Elevator Corporation Savings and Investment Plan (NJ) $528M · 2,253
Similar participant headcount
Nearest other-state filings by covered participants (2,689 participants); asset peers above are excluded.
- Ryan, LLC Employees 401(k) Profit Sharing Plan & Trust (TX) 2,690 · 1 off
- Selective Insurance Retirement Savings Plan (NJ) 2,687 · 2 off
- Prime Providers California LLC 401(k) Plan (CA) 2,687 · 2 off
- Globe Life Inc. Savings and Investment Plan (TX) 2,686 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.