401(k) · DOL Form 5500 · 2022

National Western Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
326
Participants Below avg headcount
85th
Percentile by assets National rank
$114,448
Avg per participant Below avg balance/head
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Official DOL plan name: National Western Life Insurance Company 401(k) Plan · Sponsored by National Western Life Insurance Company · Texas · Finance & Insurance

$37M in assets, 326 participants

National Western Life Insurance Company's National Western Life Insurance Company 401(k) Plan reported $37M in total assets and 326 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,064 in Finance & Insurance (9,261 peers)

Coverage in Texas

National Western Life Insurance Company 401(k) Plan covers 326 participants in Texas, about 47% of the average Texas filer (state average ~688 per filing). Assets: $37M.

#7,064
in Finance & Insurance (9,261 peers)
-17.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

National Western Life Insurance Company 401(k) Plan's outsized position by total assets

National Western Life Insurance Company 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$37,309,894 Top 15% higher than 85% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

National Western Life Insurance Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Western Life Insurance Company 401(k) Plan sits mid-pack in the medium band (326 participants).

Form 5500 schedule snapshot

Filing strip 840467208 · National Western Life Insurance Company PY 2022 · 401(k)

National Western Life Insurance Company 401(k) Plan · $37M · 326 · 85th

  • BOY $37M
  • SCH 326
  • EBSA 85th
  • PART 401(k)
  • TYPE near Heimark Distributing, LLC 401 (K) Plan
  • NET ind #7064

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 Finance & Insurance retirement plans → · Plans in Texas →

National Western Life Insurance Company 401(k) Plan in the asset neighbourhood

Four Winds 401(k) Savings and Investment PlanFour Winds 401(k) Savings an…$37MRichard a. Alaimo Associates Savings and Investment PlanRichard a. Alaimo Associates…$37MNational Western Life Insurance Company 401(k) PlanNational Western Life Insura…$37MHeimark Distributing, LLC 401 (K) PlanHeimark Distributing, LLC 40…$37MSekisui Diagnostics, LLC 401(k) PlanSekisui Diagnostics, LLC 401…$37M
End-of-year total assets ($M) among National Western Life Insurance Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$37M
Net Income-$8M
Employer EIN840467208
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Western Life Insurance Company)

Sponsor-wide plan assets over time

All National Western Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$65M 17.154260376723364% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $55.8M $65.4M ▲ +17.2%
Year Plans Participants Total Assets
2022 2 395 $56M
2023 2 384 $66M
2024 2 398 $65M

Nearby 401(k) Plans in Texas

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

National Western Life Insurance Company 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants National Western Life Insurance Company 401(k) Plan, Total assets ($B): 0.037309894 · Participants: 326National Western Life Insurance Company 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
National Western Life Insurance Company 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare National Western Life Insurance Company 401(k) Plan side-by-side with 3 peers →

National Western Life Insurance Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Heimark Distributing, LLC 401 (K) Plan in CA ($37M); by covered participants it is Raining Rose, Inc. 401(k) Plan in IA (326 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (326 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did National Western Life Insurance Company 401(k) Plan assets move in 2022? ▼
National Western Life Insurance Company 401(k) Plan declined sharply - down 17.6% during 2022, from $45M to $37M. Reported net income was -$8M.
How have National Western Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Western Life Insurance Company's sponsor-wide assets grew 17.2%, from $56M to $65M.
Where does National Western Life Insurance Company 401(k) Plan rank by assets among Form 5500 filers? ▼
National Western Life Insurance Company 401(k) Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to National Western Life Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heimark Distributing, LLC 401 (K) Plan in CA ($37M, 210 participants).
Which 401(k) plans cover a similar participant headcount to National Western Life Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Raining Rose, Inc. 401(k) Plan in IA (326 participants, $11M in assets).

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 840467208.

Read our methodology - how this data is sourced, computed, and verified.

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