Defined Benefit (Pension) · DOL Form 5500 · 2022

Xl America, Inc. Pension Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
64
Participants Small participant base
86th
Percentile by assets National rank
$653,880
Avg per participant High balance/head
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Official DOL plan name: Xl America, Inc. Retirement Plan · Sponsored by Xl America, Inc. · Connecticut · Finance & Insurance

$42M in assets, 64 participants

Xl America, Inc.'s Xl America, Inc. Retirement Plan reported $42M in total assets and 64 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,248 in Finance & Insurance (9,261 peers)

Where Xl America, Inc. Retirement Plan sits by assets

Xl America, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $42M for 64 participants (~$653,880/participant), down 24.3% in 2022.

#7,248
in Finance & Insurance (9,261 peers)
-24.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Xl America, Inc. Retirement Plan's outsized position by total assets

Xl America, Inc. Retirement Plan vs every filed plan by assets

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

$41,848,321 Top 14% higher than 86% 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

Xl America, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Xl America, Inc. Retirement Plan is a small filing (64 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 061516268 · Xl America, Inc. PY 2022 · Defined Benefit (Pension)

Xl America, Inc. Retirement Plan · $42M · 64 · 86th

  • SCH $42M
  • EBSA 64
  • PART 86th
  • TYPE Defined Benefit (Pension)
  • NET near American Printing House for the Blind New Retirement Plan
  • BOOK ind #7248

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 Connecticut →

Xl America, Inc. Retirement Plan in the asset neighbourhood

Sheet Metal Workers Local No. 4 Pension PlanSheet Metal Workers Local No…$42MMagic Valley Regional Medical Center Pension PlanMagic Valley Regional Medica…$42MAmerican Printing House for the Blind New Retirement PlanAmerican Printing House for …$42MXl America, Inc. Retirement PlanXl America, Inc. Retirement …$42MFarmers Mutual Hail Insurance Company of Iowa Retirement PlanFarmers Mutual Hail Insuranc…$42M
End-of-year total assets ($M) among Xl America, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$42M
Net Income-$13M
Employer EIN061516268
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Xl America, Inc.)

Sponsor-wide plan assets over time

All Xl America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.4B 26.774705057112737% vs 2022
2024 filing year
$1B$1.1B$1.2B$1.3B$1.4B$1.5B 202220232024 $1.09B $1.38B ▲ +26.6%
Year Plans Participants Total Assets
2022 2 2,195 $1.1B
2023 2 2,188 $1.2B
2024 2 2,363 $1.4B

Nearby Defined Benefit (Pension) Plans in Connecticut

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Xl America, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Xl America, Inc. Retirement Plan, Total assets ($B): 0.041848321 · Participants: 64Xl America, Inc. Retirement PlanGE Pension Plan, Total assets ($B): 45.011810846 · Participants: 24626GE Pension PlanRaytheon Company Pension Plan for Salaried Employees, Total assets ($B): 11.559983892 · Participants: 13495Raytheon Company Pension Plan for Salaried EmployeesThe Citigroup Pension Plan, Total assets ($B): 10.501575547 · Participants: 18484The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.933906102 · Participants: 4126Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.359687499 · Participants: 11471Retirement Plan for Employees of Aetna Inc.
Xl America, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Xl America, Inc. Retirement Plan side-by-side with 3 peers →

Xl America, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is American Printing House for the Blind New Retirement Plan in KY ($42M); by covered participants it is United Heritage Credit Union Defined Benefit Plan and Trust in TX (64 participants). Same-state nearby plans are listed separately above.

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 Xl America, Inc. Retirement Plan assets move in 2022? ▼
Xl America, Inc. Retirement Plan declined sharply - down 24.3% during 2022, from $55M to $42M. Reported net income was -$13M.
How have Xl America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Xl America, Inc.'s sponsor-wide assets grew 26.8%, from $1.1B to $1.4B.
Where does Xl America, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Xl America, Inc. Retirement Plan ranks in the 86th 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 Defined Benefit (Pension) plans are similar in size to Xl America, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is American Printing House for the Blind New Retirement Plan in KY ($42M, 62 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Xl America, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is United Heritage Credit Union Defined Benefit Plan and Trust in TX (64 participants, $17M 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 061516268.

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.