XL AMERICA, INC. EMPLOYEE SAVINGS PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
XL AMERICA, INC.
This 401(k) plan holds $1.0B in total assets and serves 2,131 participants as of 2022. It is sponsored by XL AMERICA, INC. in Connecticut. The plan reported a net loss of $227M for the year.
What the Filing Says About XL AMERICA, INC. EMPLOYEE SAVINGS PLAN
XL AMERICA, INC. EMPLOYEE SAVINGS PLAN is a 401(k) retirement plan sponsored by XL AMERICA, INC., headquartered in Connecticut. As of the 2022 Form 5500 filing, the plan reports $1.0B in total end-of-year assets and covers 2,131 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 061516268, and the plan has been effective since 1986-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $1.3B at the beginning of 2022 to $1.0B at year-end — a decline of 17.8%. Net assets (after liabilities) closed the year at $1.0B, with reported net income of $-226,845,722 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) | $1.3B |
| Total Assets (End of Year) | $1.0B |
| Net Assets (End of Year) | $1.0B |
| Net Income | $-226,845,722 |
| Plan Type | 401(k) |
| Employer EIN | 061516268 |
| Plan Effective Date | 1986-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (XL AMERICA, INC.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,195 | $1.1B |
| 2023 | 2 | 2,188 | $1.2B |
| 2024 | 2 | 2,363 | $1.4B |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- RTX SAVINGS PLAN $52.8B · 123,037
- CITI RETIREMENT SAVINGS PLAN $20.7B · 77,865
- XEROX CORPORATION SAVINGS PLAN $3.9B · 10,291
- LINDE RETIREMENT SAVINGS PLAN $2.8B · 10,671
- BOEHRINGER INGELHEIM USA CORPORATION & ITS AFFILIATES RETIREMENT SAVINGS PLAN $2.8B · 8,467
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the XL AMERICA, INC. EMPLOYEE SAVINGS PLAN? ▼
What type of plan is XL AMERICA, INC. EMPLOYEE SAVINGS PLAN? ▼
Who sponsors the XL AMERICA, INC. EMPLOYEE SAVINGS PLAN? ▼
How did XL AMERICA, INC. EMPLOYEE SAVINGS PLAN perform in 2022? ▼
Where can I find official filings for XL AMERICA, INC. EMPLOYEE SAVINGS PLAN? ▼
How does XL AMERICA, INC. EMPLOYEE SAVINGS PLAN compare to other plans? ▼
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 061516268.
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.
Read our methodology — how this data is sourced, computed, and verified.