Money Purchase · DOL Form 5500 · 2024
Alabama Housing Finance Authority Money Purchase Plan
Data updated 2026-08-11
- $21M
- Total assets
- 145
- Participants
- 71st
- Percentile by assets
- $141,952
- Avg per participant
Official DOL plan name: Alabama Housing Finance Authority Retirement Plan · Sponsored by Alabama Housing Finance Authority · Alabama · Finance & Insurance
$21M in assets, 145 participants
Alabama Housing Finance Authority's Alabama Housing Finance Authority Retirement Plan reported $21M in total assets and 145 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- 71st percentile by assets (of 123,622 plans)
- #4,794 in Finance & Insurance (8,549 peers)
Coverage in Alabama
Alabama Housing Finance Authority Retirement Plan covers 145 participants in Alabama, about 40% of the average Alabama filer (state average ~360 per filing). Assets: $21M.
- $21M
- total plan assets (2024 EOY)
- 145
- covered participants
- 71st
- percentile by assets (of 123,622 plans)
- $141,952
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Alabama Housing Finance Authority Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Alabama Housing Finance Authority Retirement Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Alabama Housing Finance Authority Retirement Plan reported participants rose from 142 in the plan year 2023 filing to 145 in the plan year 2024 filing.
Participants vs Alabama filers
In Alabama, the average filing covers about 360 participants across 1,591 plans. Alabama Housing Finance Authority Retirement Plan reports 145 participants - about 40% of that state average ($21M EOY assets).
Alabama filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $2M |
| Employer EIN | 630980480 |
| Plan Effective Date | 1989-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alabama Housing Finance Authority)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 292 | $40M |
| 2023 | 2 | 284 | $50M |
| 2024 | 2 | 289 | $55M |
Nearby Money Purchase Plans in Alabama
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Alabama Housing Finance Authority Retirement Plan vs. nearby Money Purchase plans in Alabama, assets vs. participants
- Plumbers & Steamfitters Local Union 52 Defined Con Plan $81M · 309
- Iron Workers Local Union No. 92 Money Purchase Pension Plan $58M · 852
- Bayou La Batre Area Health Development Board, Inc. Mpp $10M · 92
- Sabel Steel Service, Inc. Money Purchase Plan $2M · 183
- City of Haleyville Water Works & Sewer Board Employee Money Purchase Pension Plan $2M · 14
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Alabama Housing Finance Authority Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Alabama Housing Finance Authority Retirement Plan assets move in 2024? ▼
How have Alabama Housing Finance Authority plan assets changed over time? ▼
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Filing takeaways
Ways to act on Alabama Housing Finance Authority Retirement Plan's numbers.
- By total assets, Alabama Housing Finance Authority Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Alabama. Compare plans
- Alabama Housing Finance Authority's sponsor-wide assets have grown 37.0% since 2022 across 3 plan years on file. More Finance & Insurance plans