401(k) · DOL Form 5500 · 2022

National Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
692
Participants Below avg headcount
89th
Percentile by assets National rank
$82,954
Avg per participant Below avg balance/head
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Official DOL plan name: National Life Insurance Company Agents Retirement Plan · Sponsored by National Life Insurance Company · Vermont · Finance & Insurance

$57M in assets, 692 participants

National Life Insurance Company's National Life Insurance Company Agents Retirement Plan reported $57M in total assets and 692 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,640 in Finance & Insurance (9,261 peers)

Coverage in Vermont

National Life Insurance Company Agents Retirement Plan covers 692 participants in Vermont, 2.8x the typical Vermont plan (state average ~245 per filing). Assets: $57M.

#7,640
in Finance & Insurance (9,261 peers)
-16.7%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

National Life Insurance Company Agents Retirement Plan's outsized position by total assets

National Life Insurance Company Agents Retirement Plan vs every filed plan by assets

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

$57,403,967 Top 11% higher than 89% 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 Agents Retirement Plan 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. National Life Insurance Company Agents Retirement Plan sits mid-pack in the medium band (692 participants).

DOL schedule card

Filing strip 030144090 · National Life Insurance Company PY 2022 · 401(k)

National Life Insurance Company Agents Retirement Plan · $57M · 692 · 89th

  • PART $57M
  • TYPE 692
  • NET 89th
  • BOOK 401(k)
  • VS-ST near National Bank Holdings Corporation 401(k) Plan
  • BOY ind #7640

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 Agents Retirement Plan in the asset neighbourhood

Farmers Mutual 401(k) Savings PlanFarmers Mutual 401(k) Saving…$57MCapspecialty, Inc. 401(k) PlanCapspecialty, Inc. 401(k) Pl…$57MC.W. Matthews Contracting Company, Inc. 401(k) PlanC.W. Matthews Contracting Co…$57MNational Life Insurance Company Agents Retirement PlanNational Life Insurance Comp…$57MNational Bank Holdings Corporation 401(k) PlanNational Bank Holdings Corpo…$57M
End-of-year total assets ($M) among National Life Insurance Company Agents Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Vermont filing particulars

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$57M
Net Income-$11M
Employer EIN030144090
Plan Effective Date1995-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Life Insurance Company)

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

Nearby 401(k) Plans in Vermont

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

National Life Insurance Company Agents Retirement Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants National Life Insurance Company Agents Retirement Plan, Total assets ($B): 0.057403967 · Participants: 692National Life Insurance Company Agents Retirement PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.648944074 · Participants: 8856The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.259900906 · Participants: 1153National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.196446196 · Participants: 512Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.131415774 · Participants: 515Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.114229826 · Participants: 380Incentive Retirement Plan for Employees of PC Construction Company
National Life Insurance Company Agents Retirement Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare National Life Insurance Company Agents Retirement Plan side-by-side with 3 peers →

National Life Insurance Company Agents Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is National Bank Holdings Corporation 401(k) Plan in CO ($57M); by covered participants it is Founders Federal Credit Union Defined Contribution Plan in SC (692 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($57M here).

Similar participant headcount

Nearest other-state filings by covered participants (692 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 Agents Retirement Plan assets move in 2022? ▼
National Life Insurance Company Agents Retirement Plan declined sharply - down 16.7% during 2022, from $69M to $57M. Reported net income was -$11M.
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.
Where does National Life Insurance Company Agents Retirement Plan rank by assets among Form 5500 filers? ▼
National Life Insurance Company Agents Retirement Plan ranks in the 89th 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 National Life Insurance Company Agents Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is National Bank Holdings Corporation 401(k) Plan in CO ($57M, 1,142 participants).
Which 401(k) plans cover a similar participant headcount to National Life Insurance Company Agents Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Founders Federal Credit Union Defined Contribution Plan in SC (692 participants, $109M 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.