Defined Benefit (Pension) · DOL Form 5500 · 2024
Southern Farm Bureau Casualty Insurance Company Pension Plan
Data updated 2026-08-11
- $446M
- Total assets
- 1,529
- Participants
- 97th
- Percentile by assets
- $291,460
- Avg per participant
Official DOL plan name: Sfb Casualty Ins Co Retirement Plan · Sponsored by Southern Farm Bureau Casualty Insurance Company · Mississippi · Finance & Insurance
$446M in assets, 1,529 participants
Southern Farm Bureau Casualty Insurance Company's Sfb Casualty Ins Co Retirement Plan reported $446M in total assets and 1,529 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.
- 97th percentile by assets (of 123,622 plans)
- #8,085 in Finance & Insurance (8,549 peers)
Coverage in Mississippi
Sfb Casualty Ins Co Retirement Plan covers 1,529 participants in Mississippi, 4.2x the typical Mississippi plan (state average ~366 per filing). Assets: $446M.
- $446M
- total plan assets (2024 EOY)
- 1,529
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $291,460
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sfb Casualty Ins Co Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Sfb Casualty Ins Co Retirement Plan end-of-year assets rose from $431M in the plan year 2023 filing to $446M in the plan year 2024 filing.
- Sfb Casualty Ins Co Retirement Plan reported participants rose from 1,492 in the plan year 2023 filing to 1,529 in the plan year 2024 filing.
Participants vs Mississippi filers
In Mississippi, the average filing covers about 366 participants across 521 plans. Sfb Casualty Ins Co Retirement Plan reports 1,529 participants - 4.2x that state average ($446M EOY assets).
Mississippi filing particulars
| Total Assets (Beginning of Year) | $431M |
|---|---|
| Net Assets (End of Year) | $445M |
| Net Income | $15M |
| Employer EIN | 640288243 |
| Plan Effective Date | 1954-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern Farm Bureau Casualty Insurance Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,111 | $862M |
| 2023 | 2 | 4,149 | $908M |
| 2024 | 2 | 4,218 | $974M |
Nearby Defined Benefit (Pension) Plans in Mississippi
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Sfb Casualty Ins Co Retirement Plan vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants
- Hancock Whitney Corporation Pension Plan $735M · 1,627
- Cadence Retirement Plan and Trust Agreement $341M · 5,242
- Southern Farm Bureau Life Insurance Company Retirement Plan $222M · 628
- Pension Plan for Employees of Central Service Association $187M · 473
- Modine Manufacturing Company Frozen Pension Plan $150M · 787
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Sfb Casualty Ins Co Retirement Plan by total assets, not by location.
- American Air Liquide Holdings, Inc. Retirement Plan (TX) $446M · 617
- Premera Pension Equity Plan (WA) $446M · 2,858
- American Cancer Society, Inc. Retirement Annuity Plan (GA) $446M · 1,226
- I.B.E.W. Local 38 Pension Plan (OH) $446M · 1,575
Frequently Asked Questions
How did Sfb Casualty Ins Co Retirement Plan assets move in 2024? ▼
How have Southern Farm Bureau Casualty Insurance Company plan assets changed over time? ▼
Where does Sfb Casualty Ins Co Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Sfb Casualty Ins Co Retirement Plan? ▼
Next read for Sfb Casualty Ins Co Retirement Plan
Filing takeaways
Ways to act on Sfb Casualty Ins Co Retirement Plan's numbers.
- By total assets, Sfb Casualty Ins Co Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Mississippi. Compare plans
- Southern Farm Bureau Casualty Insurance Company's sponsor-wide assets have grown 13.0% since 2022 across 3 plan years on file. More Finance & Insurance plans