Alfa Mutual Insurance 401(k) and pension plans

Alfa Mutual Insurance Company, Montgomery, AL. EIN 63-0262164. Annual reports 2009–2024.

Alfa Mutual Insurance Company has 2 active retirement plans on file. The largest is the Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company, with 2,830 participants and $272 million in assets in 2024. Principal has been its recordkeeper since 2020.

Active plans: 2
Participants: 4,815
Plan assets: $732 million
401(k) recordkeeper: Principal
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 63-0262164
Participants (2024): 2,830
Net assets (2024): $272 million
Recordkeeper: PrincipalEarlier: Wells Fargo (2014–2019), Sei Investments Management (2009–2013)
Plan administrator: Alfa Mutual Insurance Company
2108 East South BLVD, Po Box 11000
Montgomery, AL 36191
(334) 612-5353As filed for 2024
In effect since: January 1, 1986

Earlier plan names: Alfa Mutual Insurance Company 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,830	$272 million	Principal
2023	2,836	$242 million	Principal
2022	2,805	$213 million	Principal
2021	2,649	$260 million	Principal
2020	2,634	$242 million	Principal
2019	2,763	$227 million	Wells Fargo
2018	2,796	$195 million	Wells Fargo
2017	2,805	$210 million	Wells Fargo
2016	2,839	$189 million	Wells Fargo
2015	2,848	$178 million	Wells Fargo
2014	2,770	$179 million	Wells Fargo
2013	2,679	$173 million	Sei Investments Management
2012	2,683	$158 million	Sei Investments Management
2011	2,746	$150 million	Sei Investments Management
2010	2,769	$156 million	Sei Investments Management
2009	2,719	$144 million	Sei Investments Management

Alabama Farmers Federation and Affiliated Companies Retirement Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 63-0262164
Participants (2024): 1,985
Net assets (2024): $460 million
Plan administrator: Alfa Mutual Insurance Company
P O Box 11000
Montgomery, AL 36111
(334) 288-3900As filed for 2024
In effect since: July 1, 1976

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,985	$460 million	not listed
2023	2,047	$429 million	not listed
2022	2,103	$397 million	not listed
2021	2,235	$498 million	not listed
2020	2,357	$506 million	not listed
2019	2,443	$473 million	not listed
2018	2,530	$403 million	not listed
2017	2,650	$450 million	not listed
2016	2,742	$404 million	not listed
2015	2,802	$373 million	not listed
2014	2,861	$355 million	not listed
2013	2,939	$254 million	not listed
2012	3,072	$251 million	not listed
2011	3,189	$227 million	not listed
2010	3,274	$213 million	not listed
2009	3,249	$190 million	not listed

If you had money in one of these plans

Call Principal (principal.com), which runs the Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((334) 612-5353). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company

Alabama Farmers Federation and Affiliated Companies Retirement Plan

If you had money in one of these plans

What these numbers are

Other finance and insurance employers in AL