Defined Benefit (Pension) · DOL Form 5500 · 2024
Alabama Housing Finance Authority Pension Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 144
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $239,472
- Avg per participant Above avg balance/head
Official DOL plan name: Alabama Housing Finance Authority Employees' Pension Plan · Sponsored by Alabama Housing Finance Authority · Alabama · Finance & Insurance
$34M in assets, 144 participants
Alabama Housing Finance Authority's Alabama Housing Finance Authority Employees' Pension Plan reported $34M in total assets and 144 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #5,793 in Finance & Insurance (8,549 peers)
Coverage in Alabama
Alabama Housing Finance Authority Employees' Pension Plan covers 144 participants in Alabama, about 40% of the average Alabama filer (state average ~360 per filing). Assets: $34M.
- #5,793
- in Finance & Insurance (8,549 peers)
- +10.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Alabama Housing Finance Authority Employees' Pension Plan's outsized position by total assets
Alabama Housing Finance Authority Employees' Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,484,015 Top 21% higher than 79% 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
Alabama Housing Finance Authority Employees' Pension 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. Alabama Housing Finance Authority Employees' Pension Plan sits mid-pack in the medium band (144 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Alabama Housing Finance Authority Employees' Pension Plan reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Alabama Housing Finance Authority Employees' Pension Plan end-of-year assets rose from $31M in the plan year 2023 filing to $34M in the plan year 2024 filing.
- Alabama Housing Finance Authority Employees' Pension Plan reported participants rose from 142 in the plan year 2023 filing to 144 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 630980480 · Alabama Housing Finance Authority PY 2024 · Defined Benefit (Pension)
Alabama Housing Finance Authority Employees' Pension Plan · $34M · 144 · 79th
- EOY $34M
- EOY 144
- EOY 79th
- EOY Defined Benefit (Pension)
- EOY near Allied Aviation New York Services Pension Plan
- EOY ind #5793
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 Alabama →
Alabama Housing Finance Authority Employees' Pension Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $3M |
| Employer EIN | 630980480 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alabama Housing Finance Authority)
Sponsor-wide plan assets over time
All Alabama Housing Finance Authority plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 37.007743757226756% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 292 | $40M |
| 2023 | 2 | 284 | $50M |
| 2024 | 2 | 289 | $55M |
Nearby Defined Benefit (Pension) Plans in Alabama
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation Retirement Plan $1.2B · 282
- Blue Cross and Blue Shield of Alabama Retirement Plan $712M · 1,955
- Regions Financial Corporation Retirement Plan for Associates $708M · 2,240
- Retail, Wholesale & Department Store International Union and Industry Pension Fund $619M · 1,556
- Vulcan Materials Company Pension Plan $471M · 740
Alabama Housing Finance Authority Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Alabama, the nearest Defined Benefit (Pension) by assets is Allied Aviation New York Services Pension Plan in NY ($35M); by covered participants it is Penn Mutual Retirement Plan in PA (144 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Allied Aviation New York Services Pension Plan (NY) $35M · 118
- Vorys, Sater, Seymour and Pease LLP Cash Balance Pension Plan (OH) $35M · 191
- The Defined Benefit Pension Plan of United Way of Greater Toledo and Affiliated Agencies (OH) $34M · 49
- Teamsters Joint Council No. 73 Pension & Trust Fund (NJ) $35M · 117
Similar participant headcount
Nearest other-state filings by covered participants (144 participants); asset peers above are excluded.
- Penn Mutual Retirement Plan (PA) 144 · 0 off
- Shopmen's Local No. 499 Pension Plan (OH) 144 · 0 off
- Consolidated Asset Management Services Pension Plan (TX) 144 · 0 off
- The Memorial Hospital Defined Benefit Pension Plan and Trust (RI) 144 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.