401(k) · DOL Form 5500 · 2022
National Life Insurance Company 401(k) Plan
Data updated 2026-08-11
- $260M
- Total assets
- 1,153
- Participants
- 96th
- Percentile by assets
- $225,413
- Avg per participant
Official DOL plan name: National Life Group 401(k) Plan · Sponsored by National Life Insurance Company · Vermont · Finance & Insurance
$260M in assets, 1,153 participants
National Life Insurance Company's National Life Group 401(k) Plan reported $260M in total assets and 1,153 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #8,691 in Finance & Insurance (9,261 peers)
Coverage in Vermont
National Life Group 401(k) Plan covers 1,153 participants in Vermont, 4.7x the typical Vermont plan (state average ~245 per filing). Assets: $260M.
- $260M
- total plan assets (2022 EOY)
- 1,153
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $225,413
- avg assets per participant
The plan reported a net loss of $40M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Vermont filers
In Vermont, the average filing covers about 245 participants across 327 plans. National Life Group 401(k) Plan reports 1,153 participants - 4.7x that state average ($260M EOY assets).
Vermont filing particulars
| Total Assets (Beginning of Year) | $300M |
|---|---|
| Net Assets (End of Year) | $260M |
| Net Income | -$40M |
| Employer EIN | 030144090 |
| Plan Effective Date | 1979-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Life Insurance Company)
| 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 Group 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
- The University of Vermont Medical Center 403(b) Plan $1.6B · 8,856
- Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $196M · 512
- Husky Retirement Savings $131M · 515
- Incentive Retirement Plan for Employees of PC Construction Company $114M · 380
- Casella Waste Systems 401(k) Plan $101M · 2,445
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to National Life Group 401(k) Plan by total assets, not by location.
- Tempur Sealy 401(k) Retirement Plan (KY) $260M · 5,231
- Valvoline 401(k) Plan (KY) $260M · 9,763
- Cambridge Associates, LLC 401(k) Savings Plan & Trust (MA) $260M · 1,068
- Alsco 401(k) Savings Plan (UT) $260M · 4,049
Frequently Asked Questions
How did National Life Group 401(k) Plan assets move in 2022? ▼
How have National Life Insurance Company plan assets changed over time? ▼
Where does National Life Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to National Life Group 401(k) Plan? ▼
Next read for National Life Group 401(k) Plan
Filing takeaways
Ways to act on National Life Group 401(k) Plan's numbers.
- By total assets, National Life Group 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Vermont. Compare plans
- National Life Insurance Company's sponsor-wide assets have grown 21.6% since 2022 across 3 plan years on file. More Finance & Insurance plans