Defined Benefit (Pension) · DOL Form 5500 · 2024
Ky Farm Bureau Mutual Ins Co Pension Plan
Data updated 2026-08-25
- $119M
- Total assets Near avg plan size
- 204
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $582,705
- Avg per participant High balance/head
Official DOL plan name: Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust · Sponsored by Ky Farm Bureau Mutual Ins Co · Kentucky · Finance & Insurance
$119M in assets, 204 participants
Ky Farm Bureau Mutual Ins Co's Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust reported $119M in total assets and 204 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #7,436 in Finance & Insurance (8,549 peers)
Coverage in Kentucky
Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust covers 204 participants in Kentucky, about 32% of the average Kentucky filer (state average ~647 per filing). Assets: $119M.
- #7,436
- in Finance & Insurance (8,549 peers)
- -0.6%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $751K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust's outsized position by total assets
Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$118,871,810 Top 8% higher than 92% 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
Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust sits mid-pack in the medium band (204 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust reported net income rose from -$5M in the plan year 2023 filing to -$751K in the plan year 2024 filing.
- Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust reported participants fell from 216 in the plan year 2023 filing to 204 in the plan year 2024 filing.
- Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust end-of-year assets fell from $120M in the plan year 2023 filing to $119M in the plan year 2024 filing.
DOL schedule card
Filing strip 610392792 · Ky Farm Bureau Mutual Ins Co PY 2024 · Defined Benefit (Pension)
Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust · $119M · 204 · 92nd
- EIN $119M
- EIN 204
- EIN 92nd
- EIN Defined Benefit (Pension)
- EIN near Ntn Employees Pension Plan
- EIN ind #7436
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 Kentucky →
Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $120M |
|---|---|
| Net Assets (End of Year) | $119M |
| Net Income | -$751K |
| Employer EIN | 610392792 |
| Plan Effective Date | 1951-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ky Farm Bureau Mutual Ins Co)
Sponsor-wide plan assets over time
All Ky Farm Bureau Mutual Ins Co plans reported in each filing year
- Latest sponsor-wide plan assets
- $231M 13.536863747879439% vs 2022
- 2024 filing year
| 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.
- Lg&e and Ku Pension Plan $1.0B · 742
- Ashland Hercules Pension Plan $924M · 43
- Yum Brands Retirement Plan $711M · 2,572
- Brown-Forman Corporation Salaried Employees Retirement Plan $478M · 1,237
- Ashland Hercules Pension Plan II $441M · 69
Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Ntn Employees Pension Plan in IL ($119M); by covered participants it is Meriwest Credit Union Retirement Plan in CA (204 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($119M here).
- Ntn Employees Pension Plan (IL) $119M · 782
- San Francisco Lithographers Pension Trust (CA) $119M · 48
- IBEW Local Union No. 98, Zone 2 Pension Trust Fund (PA) $119M · 598
- Siu Pacific District Pension Plan (CA) $119M · 771
Similar participant headcount
Nearest other-state filings by covered participants (204 participants); asset peers above are excluded.
- Meriwest Credit Union Retirement Plan (CA) 204 · 0 off
- Retirement Plan for Non Legal Employees of Stb LLP (NY) 204 · 0 off
- Vopak North America Inc. Retirement Plan (TX) 204 · 0 off
- The Frick Collection Employees Retirement Plan (NY) 204 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.