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

NATIONAL GUARDIAN LIFE INSURANCE COMPANY PENSION PLAN FOR EMPLOYEES

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

NATIONAL GUARDIAN LIFE INSURANCE COMPANY

This Defined Benefit (Pension) plan holds $77M in total assets and serves 290 participants as of 2022. It is sponsored by NATIONAL GUARDIAN LIFE INSURANCE COMPANY in New Jersey. The plan reported a net loss of $26M for the year.

Total Assets (2023)
$77M
Participants
290
State
Industry
Finance & Insurance

What the Filing Says About NATIONAL GUARDIAN LIFE INSURANCE COMPANY PENSION PLAN FOR EMPLOYEES

NATIONAL GUARDIAN LIFE INSURANCE COMPANY PENSION PLAN FOR EMPLOYEES is a Defined Benefit (Pension) retirement plan sponsored by NATIONAL GUARDIAN LIFE INSURANCE COMPANY, headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $77M in total end-of-year assets and covers 290 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 390493780, and the plan has been effective since 1935-01-02. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $103M at the beginning of 2022 to $77M at year-end — a decline of 25.1%. Net assets (after liabilities) closed the year at $77M, with reported net income of $-25,893,507 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)$103M
Total Assets (End of Year)$77M
Net Assets (End of Year)$77M
Net Income$-25,893,507
Plan TypeDefined Benefit (Pension)
Employer EIN390493780
Plan Effective Date1935-01-02
Filing StatusFILING RECEIVED

Sponsor Plan History (NATIONAL GUARDIAN LIFE INSURANCE COMPANY)

Year Plans Participants Total Assets
2022 2 630 $125M
2023 2 543 $131M
2024 2 532 $133M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Frequently Asked Questions

How much money is in the NATIONAL GUARDIAN LIFE INSURANCE COMPANY PENSION PLAN FOR EMPLOYEES?
As of the 2022 Form 5500 filing, NATIONAL GUARDIAN LIFE INSURANCE COMPANY PENSION PLAN FOR EMPLOYEES holds $77M in total assets with 290 participants. It is sponsored by NATIONAL GUARDIAN LIFE INSURANCE COMPANY.
What type of plan is NATIONAL GUARDIAN LIFE INSURANCE COMPANY PENSION PLAN FOR EMPLOYEES?
NATIONAL GUARDIAN LIFE INSURANCE COMPANY PENSION PLAN FOR EMPLOYEES is a Defined Benefit (Pension) plan. It has been effective since 1935-01-02. The plan is filed with the U.S. Department of Labor under EIN 390493780.
Who sponsors the NATIONAL GUARDIAN LIFE INSURANCE COMPANY PENSION PLAN FOR EMPLOYEES?
NATIONAL GUARDIAN LIFE INSURANCE COMPANY PENSION PLAN FOR EMPLOYEES is sponsored by NATIONAL GUARDIAN LIFE INSURANCE COMPANY, located in New Jersey. The sponsor's EIN is 390493780 and the plan operates in the Finance & Insurance industry.
How did NATIONAL GUARDIAN LIFE INSURANCE COMPANY PENSION PLAN FOR EMPLOYEES perform in 2022?
NATIONAL GUARDIAN LIFE INSURANCE COMPANY PENSION PLAN FOR EMPLOYEES declined by 25.1% during 2022, moving from $103M to $77M in total assets. Net income was $-25,893,507.
Where can I find official filings for NATIONAL GUARDIAN LIFE INSURANCE COMPANY PENSION PLAN FOR EMPLOYEES?
Official Form 5500 filings for NATIONAL GUARDIAN LIFE INSURANCE COMPANY PENSION PLAN FOR EMPLOYEES are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 390493780 or plan name at efast.dol.gov.
How does NATIONAL GUARDIAN LIFE INSURANCE COMPANY PENSION PLAN FOR EMPLOYEES compare to other plans?
You can compare NATIONAL GUARDIAN LIFE INSURANCE COMPANY PENSION PLAN FOR EMPLOYEES against other Defined Benefit (Pension) plans on the plan type page, or view plans in New Jersey 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 390493780.

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 official public datasets. See our methodology for details.