401(k) · DOL Form 5500 · 2022

New Era Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
310
Participants Below avg headcount
78th
Percentile by assets National rank
$68,917
Avg per participant Below avg balance/head
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Official DOL plan name: New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust · Sponsored by New Era Life Insurance Company · Texas · Finance & Insurance

$21M in assets, 310 participants

New Era Life Insurance Company's New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust reported $21M in total assets and 310 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,036 in Finance & Insurance (9,261 peers)

Coverage in Texas

New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust covers 310 participants in Texas, about 45% of the average Texas filer (state average ~688 per filing). Assets: $21M.

#6,036
in Finance & Insurance (9,261 peers)
-13.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust's outsized position by total assets

New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$21,364,372 Top 22% higher than 78% 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

New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust 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. New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (310 participants).

DOL schedule card

Filing strip 742552025 · New Era Life Insurance Company PY 2022 · 401(k)

New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust · $21M · 310 · 78th

  • PART $21M
  • TYPE 310
  • NET 78th
  • BOOK 401(k)
  • VS-ST near Casey Auto Group 401(k) Profit Sharing Plan
  • BOY ind #6036

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 →

New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Casey Auto Group 401(k) Profit Sharing PlanCasey Auto Group 401(k) Prof…$21MAms Mechanical Holdings, Inc. 401(k) Profit Sharing PlanAms Mechanical Holdings, Inc…$21MNew Era Life Insurance Company 401(k) Profit Sharing Plan & TrustNew Era Life Insurance Compa…$21MSovos Brands 401(k) Plan$21MModern Litho, Inc. Retirement PlanModern Litho, Inc. Retiremen…$21M
End-of-year total assets ($M) among New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$21M
Net Income-$3M
Employer EIN742552025
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Era Life Insurance Company)

Sponsor-wide plan assets over time

All New Era Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$27M 24.238381544751235% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.4M $26.5M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 310 $21M
2023 1 331 $24M
2024 1 319 $27M

Nearby 401(k) Plans in Texas

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

New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.021364372 · Participants: 310New Era Life Insurance Company 401(k) Profit Sharing Plan & TrustAT&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
New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Casey Auto Group 401(k) Profit Sharing Plan in VA ($21M); by covered participants it is Herkimer County Chapter, Nysarc, Inc., D/B/a Arc Herkimer Pension Plan in NY (310 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (310 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 New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 13.4% during 2022, from $25M to $21M. Reported net income was -$3M.
How have New Era Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Era Life Insurance Company's sponsor-wide assets grew 24.2%, from $21M to $27M.
Where does New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust ranks in the 78th 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 New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Casey Auto Group 401(k) Profit Sharing Plan in VA ($21M, 423 participants).
Which 401(k) plans cover a similar participant headcount to New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Herkimer County Chapter, Nysarc, Inc., D/B/a Arc Herkimer Pension Plan in NY (310 participants, N/A 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 742552025.

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.