Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

The Canada Life Assurance Company United States Consolidated Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by The Canada Life Assurance Company · Colorado · Finance & Insurance

What the 2023 filing shows

The Canada Life Assurance Company United States Consolidated Pension Plan holds $35M for N/A participants, down 20.9% over the 2022 plan year.

$35M
total plan assets (2022 EOY)
N/A
covered participants
-20.9%
assets change YoY

The plan reported a net loss of $9M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$35M
Participants
N/A
State
Industry
Finance & Insurance

What the Filing Says About The Canada Life Assurance Company United States Consolidated Pension Plan

The Canada Life Assurance Company United States Consolidated Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by The Canada Life Assurance Company, headquartered in Colorado. As of the 2022 Form 5500 filing, the plan reports $35M in total end-of-year assets and covers N/A participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 380397420, and the plan has been effective since 1989-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $45M at the beginning of 2022 to $35M at year-end — a decline of 20.9%. Net assets (after liabilities) closed the year at $35M, with reported net income of $-9,356,069 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$45M
Total Assets (End of Year)$35M
Net Assets (End of Year)$35M
Net Income$-9,356,069
Plan TypeDefined Benefit (Pension)
Employer EIN380397420
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Canada Life Assurance Company)

Year Plans Participants Total Assets
2022 1 N/A $35M
2023 1 N/A $35M
2024 1 N/A N/A

Nearby Defined Benefit (Pension) Plans in Colorado

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Frequently Asked Questions

How much money is in the The Canada Life Assurance Company United States Consolidated Pension Plan?
As of the 2022 Form 5500 filing, The Canada Life Assurance Company United States Consolidated Pension Plan holds $35M in total assets with N/A participants. It is sponsored by The Canada Life Assurance Company.
What type of plan is The Canada Life Assurance Company United States Consolidated Pension Plan?
The Canada Life Assurance Company United States Consolidated Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1989-01-01. The plan is filed with the U.S. Department of Labor under EIN 380397420.
Who sponsors the The Canada Life Assurance Company United States Consolidated Pension Plan?
The Canada Life Assurance Company United States Consolidated Pension Plan is sponsored by The Canada Life Assurance Company, located in Colorado. The sponsor's EIN is 380397420 and the plan operates in the Finance & Insurance industry.
How did The Canada Life Assurance Company United States Consolidated Pension Plan perform in 2022?
The Canada Life Assurance Company United States Consolidated Pension Plan declined by 20.9% during 2022, moving from $45M to $35M in total assets. Net income was $-9,356,069.
Where can I find official filings for The Canada Life Assurance Company United States Consolidated Pension Plan?
Official Form 5500 filings for The Canada Life Assurance Company United States Consolidated Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 380397420 or plan name at efast.dol.gov.
How does The Canada Life Assurance Company United States Consolidated Pension Plan compare to other plans?
You can compare The Canada Life Assurance Company United States Consolidated Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Colorado on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 380397420.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.