Defined Benefit (Pension) · DOL Form 5500 · 2024
Southern Farm Bureau Casualty Insurance Company Pension Plan
Data updated 2026-08-25
- $446M
- Total assets Above avg plan size
- 1,529
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $291,460
- Avg per participant High balance/head
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.
- #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.
- #8,085
- in Finance & Insurance (8,549 peers)
- +3.5%
- assets growth YoY
- 4.5×
- vs typical plan assets (national mean)
Sfb Casualty Ins Co Retirement Plan's outsized position by total assets
Sfb Casualty Ins Co Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$445,642,648 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
Sfb Casualty Ins Co Retirement 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. Sfb Casualty Ins Co Retirement Plan lands in the large band (1,529 participants).
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.
EBSA filing schedule strip
Filing strip 640288243 · Southern Farm Bureau Casualty Insurance Company PY 2024 · Defined Benefit (Pension)
Sfb Casualty Ins Co Retirement Plan · $446M · 1,529 · 97th
- IND $446M
- IND 1,529
- IND 97th
- IND Defined Benefit (Pension)
- IND near American Air Liquide Holdings, Inc. Retirement Plan
- IND ind #8085
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 →
Sfb Casualty Ins Co Retirement Plan in the asset neighbourhood
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)
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 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
- 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
Sfb Casualty Ins Co Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Mississippi, the nearest Defined Benefit (Pension) by assets is American Air Liquide Holdings, Inc. Retirement Plan in TX ($446M); by covered participants it is Td Banknorth Inc. Pension Plan in ME (1,528 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($446M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,529 participants); asset peers above are excluded.
- Td Banknorth Inc. Pension Plan (ME) 1,528 · 1 off
- Lake Michigan Credit Union Cash Balance Defined Benefit Plan and Trust (MI) 1,532 · 3 off
- Pension Plan of Holman Enterprises (NJ) 1,526 · 3 off
- University of Maryland Medical System Corporation Pension Plan (MD) 1,532 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.