Defined Benefit (Pension) · DOL Form 5500 · 2022

National Western Life Insurance Co. Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
69
Participants Small participant base
76th
Percentile by assets National rank
$268,262
Avg per participant High balance/head
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Official DOL plan name: National Western Life Insurance Company Pension Plan · Sponsored by National Western Life Insurance Co. · Texas · Finance & Insurance

$19M in assets, 69 participants

National Western Life Insurance Co.'s National Western Life Insurance Company Pension Plan reported $19M in total assets and 69 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,766 in Finance & Insurance (9,261 peers)

Where National Western Life Insurance Company Pension Plan sits by assets

National Western Life Insurance Company Pension Plan sits in the top quartile of all filed plans by assets, $19M for 69 participants (~$268,262/participant), down 21.2% in 2022.

#5,766
in Finance & Insurance (9,261 peers)
-21.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$18,510,111 Top 24% higher than 76% 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 Western Life Insurance Company 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 Western Life Insurance Company Pension Plan is a small filing (69 participants) on this national headcount ladder.

DOL schedule card

Filing strip 840467208 · National Western Life Insurance Co. PY 2022 · Defined Benefit (Pension)

National Western Life Insurance Company Pension Plan · $19M · 69 · 76th

  • PART $19M
  • TYPE 69
  • NET 76th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Its Technologies & Logistics, LLC Employees Pension Plan
  • BOY ind #5766

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 →

National Western Life Insurance Company Pension Plan in the asset neighbourhood

Townsends Combined Pension PlanTownsends Combined Pension P…$19MAlliance Compressors, LLC Retirement PlanAlliance Compressors, LLC Re…$19MNational Western Life Insurance Company Pension PlanNational Western Life Insura…$19MIts Technologies & Logistics, LLC Employees Pension PlanIts Technologies & Logistics…$18MPuerto Rico Retirement Plan$18M
End-of-year total assets ($M) among National Western Life Insurance Company Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$19M
Net Income-$5M
Employer EIN840467208
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Western Life Insurance Co.)

Sponsor-wide plan assets over time

All National Western Life Insurance Co. plans reported in each filing year

Latest sponsor-wide plan assets
$65M 17.154260376723364% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $55.8M $65.4M ▲ +17.2%
Year Plans Participants Total Assets
2022 2 395 $56M
2023 2 384 $66M
2024 2 398 $65M

Nearby Defined Benefit (Pension) Plans in Texas

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

National Western Life Insurance Company Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants National Western Life Insurance Company Pension Plan, Total assets ($B): 0.018510111 · Participants: 69National Western Life Insurance Company Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
National Western Life Insurance Company Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare National Western Life Insurance Company Pension Plan side-by-side with 3 peers →

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

Outside Texas, the nearest Defined Benefit (Pension) by assets is Its Technologies & Logistics, LLC Employees Pension Plan in IL ($18M); by covered participants it is Seyfarth Shaw LLP Legacy Pension Plan in IL (69 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Western Life Insurance Company Pension Plan assets move in 2022? ▼
National Western Life Insurance Company Pension Plan declined sharply - down 21.2% during 2022, from $23M to $19M. Reported net income was -$5M.
How have National Western Life Insurance Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Western Life Insurance Co.'s sponsor-wide assets grew 17.2%, from $56M to $65M.
Where does National Western Life Insurance Company Pension Plan rank by assets among Form 5500 filers? ▼
National Western Life Insurance Company Pension Plan ranks in the 76th 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 Defined Benefit (Pension) plans are similar in size to National Western Life Insurance Company Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Its Technologies & Logistics, LLC Employees Pension Plan in IL ($18M, 276 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to National Western Life Insurance Company Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Seyfarth Shaw LLP Legacy Pension Plan in IL (69 participants, $16M 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 840467208.

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.