401(k) · DOL Form 5500 · 2022

The Guardian Life Insurance Company of America 401(k) Plan

Data updated 2026-08-11

$731M
Total assets
5,436
Participants
98th
Percentile by assets
$134,565
Avg per participant
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Official DOL plan name: Guardian Retirement Investment Plan · Sponsored by The Guardian Life Insurance Company of America · New York · Finance & Insurance

$731M in assets, 5,436 participants

The Guardian Life Insurance Company of America's Guardian Retirement Investment Plan reported $731M in total assets and 5,436 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • 98th percentile by assets (of 139,126 plans)
  • #9,001 in Finance & Insurance (9,261 peers)

Coverage in New York

Guardian Retirement Investment Plan covers 5,436 participants in New York, 6.8x the typical New York plan (state average ~798 per filing). Assets: $731M.

$731M
total plan assets (2022 EOY)
5,436
covered participants
98th
percentile by assets (of 139,126 plans)
$134,565
avg assets per participant

The plan reported a net loss of $53M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Guardian Retirement Investment Plan reports 5,436 participants - 6.8x that state average ($731M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$808M
Net Assets (End of Year)$731M
Net Income-$53M
Employer EIN135123390
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Guardian Life Insurance Company of America)

$3.6B$3.8B$4B$4.2B 202220232024 $3.66B $4.03B ▲ +10.1%
Total plan assets by year, all The Guardian Life Insurance Company of America plans on file
Year Plans Participants Total Assets
2022 5 13,971 $3.7B
2023 5 13,791 $3.9B
2024 5 12,888 $4.0B

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Guardian Retirement Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants

Guardian Retirement Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Guardian Retirement …IBM 401 (K) Plus PlanMorgan Stanley 401(k…The Pepsico Savings …Deloitte 401(k) PlanThe Goldman Sachs 40…
Guardian Retirement Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants

Scale composition for Guardian Retirement Investment Plan

Guardian Retirement Investment Plan reports $731M in end-of-year assets across 5,436 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $134,565 per participant (97% of the national average assets-per-participant) . Net income for plan year 2022 was -$53M.

This plan identity (EIN 135123390, plan #008) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $731M to $1.1B (+50.3%) while covered participants moved from 5,436 to 4,923 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,436 $731M This page
2023 5,762 $911M Open filing
2024 · index core 4,923 $1.1B Open filing

The same sponsor also keeps 4 other index-core plans on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Guardian Retirement Investment Plan by total assets, not by location.

Frequently Asked Questions

How did Guardian Retirement Investment Plan assets move in 2022?
Guardian Retirement Investment Plan pulled back noticeably - down 9.5% during 2022, from $808M to $731M. Reported net income was -$53M.
How have The Guardian Life Insurance Company of America plan assets changed over time?
Across 3 plan years on file (2022-2024), The Guardian Life Insurance Company of America's sponsor-wide assets grew 10.1%, from $3.7B to $4.0B.
Where does Guardian Retirement Investment Plan rank by assets among Form 5500 filers?
Guardian Retirement Investment Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Guardian Retirement Investment Plan?
Among 401(k) plans in other states, the closest by assets is Howmet Aerospace Hourly Retirement Savings Plan in PA ($732M, 8,309 participants).

Next read for Guardian Retirement Investment Plan

Filing takeaways

Ways to act on Guardian Retirement Investment Plan's numbers.