Defined Benefit (Pension) · DOL Form 5500 · 2022
New England Life Insurance Company Pension Plan
Data updated 2026-08-11
- $139M
- Total assets
- N/A
- Participants
- 94th
- Percentile by assets
Official DOL plan name: New England Agency Employees' Retirement Plan · Sponsored by New England Life Insurance Company · North Carolina · Finance & Insurance
$139M in assets, N/A participants
New England Life Insurance Company's New England Agency Employees' Retirement Plan reported $139M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,126 plans)
- #8,392 in Finance & Insurance (9,261 peers)
Where New England Agency Employees' Retirement Plan sits by assets
New England Agency Employees' Retirement Plan sits in the top 10% of all filed plans by assets, $139M for N/A participants, down 27.7% in 2022.
- $139M
- total plan assets (2022 EOY)
- N/A
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- -27.7%
- assets change YoY
The plan reported a net loss of $52M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
New England Agency Employees' Retirement Plan vs the 2022 asset distribution
By assets, New England Agency Employees' Retirement Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $193M |
|---|---|
| Net Assets (End of Year) | $131M |
| Net Income | -$52M |
| Employer EIN | 042708937 |
| Plan Effective Date | 1953-10-01 |
| 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 Defined Benefit (Pension) Plans in North Carolina
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
New England Agency Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
- Honeywell Retirement Earnings Plan $17.0B · 12,452
- Truist Financial Corporation Pension Plan $12.5B · 37,931
- Duke Energy Legacy Pension Plan $4.0B · 346
- Duke Energy Retirement Cash Balance Plan $3.2B · 16,132
- Time Warner Cable Pension Plan $2.6B · 18,624
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to New England Agency Employees' Retirement Plan by total assets, not by location.
- Bcom3 Cash Balance Plan (IL) $139M · 468
- Haynes and Boone, LLP Partners' Retirement Plan (TX) $140M · 72
- Bracco Retirement Income Plan (NJ) $139M · 325
- Bac Local No. 1 Washington Pension Trust (WA) $139M · 735
Frequently Asked Questions
How did New England Agency Employees' Retirement Plan assets move in 2022? ▼
How have New England Life Insurance Company plan assets changed over time? ▼
Where does New England Agency Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to New England Agency Employees' Retirement Plan? ▼
Next read for New England Agency Employees' Retirement…
Scale reading
Ways to act on New England Agency Employees' Retirement Plan's numbers.
- By total assets, New England Agency Employees' Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) 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