Money Purchase · DOL Form 5500 · 2022
New England Life Insurance Company Money Purchase Plan
Data updated 2026-08-11
- $95M
- Total assets
- N/A
- Participants
- 92nd
- Percentile by assets
Official DOL plan name: New England Life Insurance Company Agents' Retirement Plan and Trust · Sponsored by New England Life Insurance Company · North Carolina · Finance & Insurance
$95M in assets, N/A participants
New England Life Insurance Company's New England Life Insurance Company Agents' Retirement Plan and Trust reported $95M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 139,126 plans)
- #8,144 in Finance & Insurance (9,261 peers)
Where New England Life Insurance Company Agents' Retirement Plan and Trust sits by assets
New England Life Insurance Company Agents' Retirement Plan and Trust sits in the top 10% of all filed plans by assets, $95M for N/A participants, down 20.7% in 2022.
- $95M
- total plan assets (2022 EOY)
- N/A
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- -20.7%
- assets change YoY
The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
New England Life Insurance Company Agents' Retirement Plan and Trust vs the 2022 asset distribution
By assets, New England Life Insurance Company Agents' Retirement Plan and Trust outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $120M |
|---|---|
| Net Assets (End of Year) | $95M |
| Net Income | -$25M |
| Employer EIN | 042708937 |
| Plan Effective Date | 1942-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New England Life Insurance Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | N/A | $234M |
| 2023 | 2 | N/A | $230M |
| 2024 | 2 | N/A | $225M |
Nearby Money Purchase Plans in North Carolina
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
New England Life Insurance Company Agents' Retirement Plan and Trust vs. nearby Money Purchase plans in North Carolina, assets vs. participants
- Money Purchase Pension Plan of Wake Forest University Health Sciences $479M · 2,393
- Fhi 360 Employees' Pension Plan $197M · 1,306
- Carteret County General Hospital Money Purchase Pension Plan $46M · 745
- Goodwill Industries of Northwest North Carolina, Inc Money Purchase Plan $17M · 1,145
- Appalachian Regional Healthcare System Frozen Retirement Savings Plan $11M · 267
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to New England Life Insurance Company Agents' Retirement Plan and Trust by total assets, not by location.
Frequently Asked Questions
How did New England Life Insurance Company Agents' Retirement Plan and Trust assets move in 2022? ▼
How have New England Life Insurance Company plan assets changed over time? ▼
Where does New England Life Insurance Company Agents' Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to New England Life Insurance Company Agents' Retirement Plan and Trust? ▼
Next read for New England Life Insurance Company Agent…
Scale reading
Ways to act on New England Life Insurance Company Agents' Retirement Plan and Trust's numbers.
- By total assets, New England Life Insurance Company Agents' Retirement Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in North Carolina. Compare plans
- New England Life Insurance Company's sponsor-wide assets have declined 3.9% since 2022 across 3 plan years on file. More Finance & Insurance plans