Defined Benefit (Pension) · DOL Form 5500 · 2024
Southern Farm Bureau Life Insurance Company Pension Plan
Data updated 2026-08-25
- $222M
- Total assets Near avg plan size
- 628
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $354,036
- Avg per participant High balance/head
Official DOL plan name: Southern Farm Bureau Life Insurance Company Retirement Plan · Sponsored by Southern Farm Bureau Life Insurance Company · Mississippi · Finance & Insurance
$222M in assets, 628 participants
Southern Farm Bureau Life Insurance Company's Southern Farm Bureau Life Insurance Company Retirement Plan reported $222M in total assets and 628 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #7,815 in Finance & Insurance (8,549 peers)
Where Southern Farm Bureau Life Insurance Company Retirement Plan sits by assets
Southern Farm Bureau Life Insurance Company Retirement Plan sits in the top 5% of all filed plans by assets, $222M for 628 participants (~$354,036/participant), down 3.3% in 2024.
- #7,815
- in Finance & Insurance (8,549 peers)
- -3.3%
- assets change YoY
- 2.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southern Farm Bureau Life Insurance Company Retirement Plan's outsized position by total assets
Southern Farm Bureau Life Insurance Company Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$222,334,772 Top 5% higher than 95% 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 Life Insurance Company Retirement Plan 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. Southern Farm Bureau Life Insurance Company Retirement Plan sits mid-pack in the medium band (628 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southern Farm Bureau Life Insurance Company Retirement Plan reported net income rose from -$16M in the plan year 2023 filing to -$9M in the plan year 2024 filing.
- Southern Farm Bureau Life Insurance Company Retirement Plan reported participants rose from 607 in the plan year 2023 filing to 628 in the plan year 2024 filing.
- Southern Farm Bureau Life Insurance Company Retirement Plan end-of-year assets fell from $230M in the plan year 2023 filing to $222M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 640283583 · Southern Farm Bureau Life Insurance Company PY 2024 · Defined Benefit (Pension)
Southern Farm Bureau Life Insurance Company Retirement Plan · $222M · 628 · 95th
- EBSA $222M
- EBSA 628
- EBSA 95th
- EBSA Defined Benefit (Pension)
- EBSA near Hunt Consolidated, Inc. Fidelity Pension Plan
- EBSA ind #7815
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 Life Insurance Company Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $230M |
|---|---|
| Net Assets (End of Year) | $221M |
| Net Income | -$9M |
| Employer EIN | 640283583 |
| Plan Effective Date | 1949-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern Farm Bureau Life Insurance Company)
Sponsor-wide plan assets over time
All Southern Farm Bureau Life Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $222M 10.147556627132184% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 593 | $247M |
| 2023 | 1 | 607 | $230M |
| 2024 | 1 | 628 | $222M |
Nearby Defined Benefit (Pension) Plans in Mississippi
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Hancock Whitney Corporation Pension Plan $735M · 1,627
- Sfb Casualty Ins Co Retirement Plan $446M · 1,529
- Cadence Retirement Plan and Trust Agreement $341M · 5,242
- Pension Plan for Employees of Central Service Association $187M · 473
- Modine Manufacturing Company Frozen Pension Plan $150M · 787
Southern Farm Bureau Life Insurance Company Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Mississippi, the nearest Defined Benefit (Pension) by assets is Hunt Consolidated, Inc. Fidelity Pension Plan in TX ($222M); by covered participants it is Retirement Plan for Employees of United Supermarkets, L.L.C. in TX (628 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($222M here).
- Hunt Consolidated, Inc. Fidelity Pension Plan (TX) $222M · 236
- Pension Plan for Non-Bargaining Unit Employees of Kyocera International, Inc. & Participating Companies (CA) $222M · 1,023
- Retirement Income Plan for Hourly-Rated Employees of Asarco LLC (AZ) $223M · 298
- Retirement Plan for Employees of Texas Scottish Rite Hospital for Children (TX) $222M · 153
Similar participant headcount
Nearest other-state filings by covered participants (628 participants); asset peers above are excluded.
- Retirement Plan for Employees of United Supermarkets, L.L.C. (TX) 628 · 0 off
- Bic Corporation Employees' Pension Plan (CT) 628 · 0 off
- Local No. 41 IBEW Pension Plan (NY) 628 · 0 off
- Western States Office & Professional Employees Pen (CA) 629 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.