Defined Benefit (Pension) · DOL Form 5500 · 2022

National Life Insurance Company Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
13
Participants Small participant base
69th
Percentile by assets National rank
$956,212
Avg per participant High balance/head
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Official DOL plan name: National Life Insurance Company Agency Employees Pension Plan · Sponsored by National Life Insurance Company · Vermont · Finance & Insurance

$12M in assets, 13 participants

National Life Insurance Company's National Life Insurance Company Agency Employees Pension Plan reported $12M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,910 in Finance & Insurance (9,261 peers)

National Life Insurance Company multi-year trail

National Life Insurance Company's plans moved +21.6% in assets from 2022 to 2024; this filing shows National Life Insurance Company Agency Employees Pension Plan at $12M / 13 participants.

#4,910
in Finance & Insurance (9,261 peers)
-22.3%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

National Life Insurance Company Agency Employees Pension Plan's outsized position by total assets

National Life Insurance Company Agency Employees Pension Plan vs every filed plan by assets

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

$12,430,750 Top 31% higher than 69% 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 Life Insurance Company Agency Employees Pension 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. National Life Insurance Company Agency Employees Pension Plan is a small filing (13 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 030144090 · National Life Insurance Company PY 2022 · Defined Benefit (Pension)

National Life Insurance Company Agency Employees Pension Plan · $12M · 13 · 69th

  • EIN $12M
  • EIN 13
  • EIN 69th
  • EIN Defined Benefit (Pension)
  • EIN near Amalgamated Transt Workers Local 854 Pension Fund
  • EIN ind #4910

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 Vermont →

National Life Insurance Company Agency Employees Pension Plan in the asset neighbourhood

United Hardware Distributing Co. Non-Union Employees' Pension Plan and TrustUnited Hardware Distributing…$12MNational Life Insurance Company Agency Employees Pension PlanNational Life Insurance Comp…$12MAmalgamated Transt Workers Local 854 Pension FundAmalgamated Transt Workers L…$12MPine Valley Golf Club, Inc. Retirement PlanPine Valley Golf Club, Inc. …$12MPublic Service Communications, Inc. Retirement PlanPublic Service Communication…$12M
End-of-year total assets ($M) among National Life Insurance Company Agency Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

National Life Insurance Company multi-year asset trail

Sponsor-wide plan assets over time

All National Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$401M 21.617216651171475% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $330M $401M ▲ +21.6%
Year Plans Participants Total Assets
2022 3 1,858 $330M
2023 3 1,936 $359M
2024 2 2,088 $401M

National Life Insurance Company filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$12M
Net Income-$4M
Employer EIN030144090
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Vermont

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

National Life Insurance Company Agency Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 -1000100200300400 Total assets ($M) Participants National Life Insurance Company Agency Employees Pension Plan, Total assets ($M): 12.43075 · Participants: 13National Life Insurance Company Agency Employees Pension PlanNational Life Group Pension Plan for Employees, Total assets ($M): 309.71996 · Participants: 856National Life Group Pension Plan for EmployeesEmployees' Retirement Plan of Green Mountain Power Corporation, Total assets ($M): 136.737986 · Participants: 284Employees' Retirement Plan of Green Mountain Power CorporationCentral Vermont Medical Center Employees Pension Plan, Total assets ($M): 124.741794 · Participants: 403Central Vermont Medical Center Employees Pension PlanThe Rutland Hospital, Inc. Ret. Income Plan, Total assets ($M): 100.90122 · Participants: 240The Rutland Hospital, Inc. Ret. Income PlanNon-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont, Total assets ($M): 61.215941 · Participants: 354Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont
National Life Insurance Company Agency Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Vermont, assets vs. participants
Compare National Life Insurance Company Agency Employees Pension Plan side-by-side with 3 peers →

National Life Insurance Company Agency Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Vermont, the nearest Defined Benefit (Pension) by assets is Amalgamated Transt Workers Local 854 Pension Fund in NY ($12M); by covered participants it is Russo Trading Co., Inc. Cash Balance Plan in WI (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Life Insurance Company Agency Employees Pension Plan assets move in 2022? ▼
National Life Insurance Company Agency Employees Pension Plan declined sharply - down 22.3% during 2022, from $16M to $12M. Reported net income was -$4M.
How have National Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Life Insurance Company's sponsor-wide assets grew 21.6%, from $330M to $401M.
Which Defined Benefit (Pension) plans are similar in size to National Life Insurance Company Agency Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Amalgamated Transt Workers Local 854 Pension Fund in NY ($12M, 1,522 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to National Life Insurance Company Agency Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Russo Trading Co., Inc. Cash Balance Plan in WI (13 participants, $648K 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 030144090.

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.