American Farm Bureau Federation 401(k) match, vesting and fees
What American Farm Bureau Federation's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Johnson Lambert (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| American Farm Bureau Federation: employer contribution per participant | $1,270 | |
| Peer median | $1,803 |
| American Farm Bureau Federation: average balance | $154,564 | |
| Peer median | $48,934 |
| American Farm Bureau Federation: admin expenses ÷ assets | 0.38% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $13.3M at the end of plan year 2021 to $23.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 163 | $23.6M | $194K | $1,270 | 0.38% | Not published | Form 5500 ↗ |
| 2023 | 163 | $20.3M | $201K | $1,250 | 0.28% | Not published | Form 5500 ↗ |
| 2022 | 165 | $16.3M | $206K | $1,271 | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 157 | $13.3M | $202K | $1,303 | 0.21% | Not published | Form 5500 ↗ |
Other American Farm Bureau Federation plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
American Farm Bureau Federation and Affiliated Companies Employees' Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Johnson Lambert LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does American Farm Bureau Federation match 401(k) contributions?
The match terms for the American Farm Bureau Federation Employees Savings Trust have not been published from its filing yet. The plan year 2024 filing reports $194K in employer contributions, about $1,270 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the American Farm Bureau Federation 401(k) match vested?
The vesting schedule for the American Farm Bureau Federation Employees Savings Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the American Farm Bureau Federation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is American Farm Bureau Federation Benefits Administration Committee.
I left American Farm Bureau Federation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (American Farm Bureau Federation Benefits Administration Committee, (202) 406-3600) or the recordkeeper, Fidelity Investments Institutional. The American Farm Bureau Federation old 401(k) page lists the contacts from every plan filing. Find an old American Farm Bureau Federation 401(k)
Data from the public Form 5500 annual reports American Farm Bureau Federation filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with American Farm Bureau Federation. Not financial advice. Report a correction · Methodology