401(k) · DOL Form 5500 · 2022
Globe Life Inc. 401(k) Plan
Data updated 2026-08-25
- $242M
- Total assets Near avg plan size
- 2,359
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $102,456
- Avg per participant Below avg balance/head
Official DOL plan name: Globe Life Inc. Savings and Investment Plan · Sponsored by Globe Life Inc. · Texas · Management of Enterprises
$242M in assets, 2,359 participants
Globe Life Inc.'s Globe Life Inc. Savings and Investment Plan reported $242M in total assets and 2,359 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #1,039 in Management of Enterprises (1,193 peers)
Coverage in Texas
Globe Life Inc. Savings and Investment Plan covers 2,359 participants in Texas, 3.4x the typical Texas plan (state average ~688 per filing). Assets: $242M.
- #1,039
- in Management of Enterprises (1,193 peers)
- -6.1%
- assets change YoY
- 2.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Globe Life Inc. Savings and Investment Plan's outsized position by total assets
Globe Life Inc. Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$241,693,332 Top 4% higher than 96% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Globe Life Inc. Savings and Investment Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Globe Life Inc. Savings and Investment Plan lands in the large band (2,359 participants).
EBSA filing schedule strip
Filing strip 630780404 · Globe Life Inc. PY 2022 · 401(k)
Globe Life Inc. Savings and Investment Plan · $242M · 2,359 · 96th
- EIN $242M
- EIN 2,359
- EIN 96th
- EIN 401(k)
- EIN near Otis Retirement Savings Plan
- EIN ind #1039
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 Management of Enterprises retirement plans → · Plans in Texas →
Globe Life Inc. Savings and Investment Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $258M |
|---|---|
| Net Assets (End of Year) | $242M |
| Net Income | -$16M |
| Employer EIN | 630780404 |
| Plan Effective Date | 1982-04-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Globe Life Inc.)
Sponsor-wide plan assets over time
All Globe Life Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $849M 21.641720317525472% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,200 | $698M |
| 2023 | 2 | 4,446 | $799M |
| 2024 | 2 | 4,710 | $849M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Globe Life Inc. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Otis Retirement Savings Plan in CT ($242M); by covered participants it is Easterseals Southern California Retirement Plan in CA (2,359 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($242M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,359 participants); asset peers above are excluded.
- Easterseals Southern California Retirement Plan (CA) 2,359 · 0 off
- Examworks 401(k) Plan (GA) 2,359 · 0 off
- Energy Harbor 401(k) & Retirement Contribution Plan (OH) 2,359 · 0 off
- Ugi Utilities, Inc. Savings Plan (PA) 2,360 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.