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

KENTUCKY FARM BUREAU MUTUAL INSURANCE COMPANY RETIREMENT PLAN AND TRUST

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

KY FARM BUREAU MUTUAL INS CO

This Defined Benefit (Pension) plan holds $119M in total assets and serves 204 participants as of 2024. It is sponsored by KY FARM BUREAU MUTUAL INS CO in Kentucky. The plan reported a net loss of $751K for the year.

Total Assets (2023)
$119M
Participants
204
State
Industry
Finance & Insurance

What the Filing Says About KENTUCKY FARM BUREAU MUTUAL INSURANCE COMPANY RETIREMENT PLAN AND TRUST

KENTUCKY FARM BUREAU MUTUAL INSURANCE COMPANY RETIREMENT PLAN AND TRUST is a Defined Benefit (Pension) retirement plan sponsored by KY FARM BUREAU MUTUAL INS CO, headquartered in Kentucky. As of the 2024 Form 5500 filing, the plan reports $119M in total end-of-year assets and covers 204 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 610392792, and the plan has been effective since 1951-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $120M at the beginning of 2024 to $119M at year-end — a decline of 0.6%. Net assets (after liabilities) closed the year at $119M, with reported net income of $-751,019 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 — 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)$120M
Total Assets (End of Year)$119M
Net Assets (End of Year)$119M
Net Income$-751,019
Plan TypeDefined Benefit (Pension)
Employer EIN610392792
Plan Effective Date1951-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (KY FARM BUREAU MUTUAL INS CO)

Year Plans Participants Total Assets
2022 2 886 $203M
2023 2 852 $213M
2024 2 885 $231M

Nearby Defined Benefit (Pension) Plans in Kentucky

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

Frequently Asked Questions

How much money is in the KENTUCKY FARM BUREAU MUTUAL INSURANCE COMPANY RETIREMENT PLAN AND TRUST?
As of the 2024 Form 5500 filing, KENTUCKY FARM BUREAU MUTUAL INSURANCE COMPANY RETIREMENT PLAN AND TRUST holds $119M in total assets with 204 participants. It is sponsored by KY FARM BUREAU MUTUAL INS CO.
What type of plan is KENTUCKY FARM BUREAU MUTUAL INSURANCE COMPANY RETIREMENT PLAN AND TRUST?
KENTUCKY FARM BUREAU MUTUAL INSURANCE COMPANY RETIREMENT PLAN AND TRUST is a Defined Benefit (Pension) plan. It has been effective since 1951-07-01. The plan is filed with the U.S. Department of Labor under EIN 610392792.
Who sponsors the KENTUCKY FARM BUREAU MUTUAL INSURANCE COMPANY RETIREMENT PLAN AND TRUST?
KENTUCKY FARM BUREAU MUTUAL INSURANCE COMPANY RETIREMENT PLAN AND TRUST is sponsored by KY FARM BUREAU MUTUAL INS CO, located in Kentucky. The sponsor's EIN is 610392792 and the plan operates in the Finance & Insurance industry.
How did KENTUCKY FARM BUREAU MUTUAL INSURANCE COMPANY RETIREMENT PLAN AND TRUST perform in 2024?
KENTUCKY FARM BUREAU MUTUAL INSURANCE COMPANY RETIREMENT PLAN AND TRUST declined by 0.6% during 2024, moving from $120M to $119M in total assets. Net income was $-751,019.
Where can I find official filings for KENTUCKY FARM BUREAU MUTUAL INSURANCE COMPANY RETIREMENT PLAN AND TRUST?
Official Form 5500 filings for KENTUCKY FARM BUREAU MUTUAL INSURANCE COMPANY RETIREMENT PLAN AND TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 610392792 or plan name at efast.dol.gov.
How does KENTUCKY FARM BUREAU MUTUAL INSURANCE COMPANY RETIREMENT PLAN AND TRUST compare to other plans?
You can compare KENTUCKY FARM BUREAU MUTUAL INSURANCE COMPANY RETIREMENT PLAN AND TRUST against other Defined Benefit (Pension) plans on the plan type page, or view plans in Kentucky 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) — original filing retrieval by EIN 610392792.

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

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

Data sourced from official public datasets. See our methodology for details.