Money Purchase · DOL Form 5500 · 2023
New England Life Insurance Company Money Purchase Plan
Data updated 2026-08-25
- $88M
- Total assets Below avg plan size
- N/A
- Participants Small participant base
- 90th
- Percentile by assets National rank
Official DOL plan name: New England Life Insurance Company Agents' Retirement Plan and Trust · Sponsored by New England Life Insurance Company · North Carolina · Finance & Insurance
$88M in assets, N/A participants
New England Life Insurance Company's New England Life Insurance Company Agents' Retirement Plan and Trust reported $88M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #7,552 in Finance & Insurance (8,869 peers)
Where New England Life Insurance Company Agents' Retirement Plan and Trust sits by assets
New England Life Insurance Company Agents' Retirement Plan and Trust sits in the top 10% of all filed plans by assets, $88M for N/A participants, down 7.9% in 2023.
- #7,552
- in Finance & Insurance (8,869 peers)
- -7.9%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
New England Life Insurance Company Agents' Retirement Plan and Trust's outsized position by total assets
New England Life Insurance Company Agents' Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$87,622,239 Top 10% higher than 90% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- New England Life Insurance Company Agents' Retirement Plan and Trust reported net income rose from -$25M in the plan year 2022 filing to -$7M in the plan year 2023 filing.
- New England Life Insurance Company Agents' Retirement Plan and Trust end-of-year assets fell from $95M in the plan year 2022 filing to $88M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 042708937 · New England Life Insurance Company PY 2023 · Money Purchase
New England Life Insurance Company Agents' Retirement Plan and Trust · $88M · N/A · 90th
- NET $88M
- BOOK N/A
- VS-ST 90th
- BOY Money Purchase
- SCH near Hays Medical Center Employee's Pension Plan
- EBSA ind #7552
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 North Carolina →
New England Life Insurance Company Agents' Retirement Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $95M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | -$7M |
| Employer EIN | 042708937 |
| Plan Effective Date | 1942-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New England Life Insurance Company)
Sponsor-wide plan assets over time
All New England Life Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $225M 3.901039696056735% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | N/A | $234M |
| 2023 | 2 | N/A | $230M |
| 2024 | 2 | N/A | $225M |
Nearby Money Purchase Plans in North Carolina
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Money Purchase Pension Plan of Wake Forest University Health Sciences $504M · 2,131
- Fhi 360 Employees' Pension Plan $231M · 1,409
- Oup USA Defined Contribution Retirement Plan $76M · 370
- Carteret County General Hospital Money Purchase Pension Plan $55M · 896
- Goodwill Industries of Northwest North Carolina, Inc. Money Purchase Plan $20M · 1,062
New England Life Insurance Company Agents' Retirement Plan and Trust's closest out-of-state Money Purchase peers by assets
Outside North Carolina, the nearest Money Purchase by end-of-year assets is Hays Medical Center Employee's Pension Plan in KS at $88M (this filing: $88M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($88M here).
- Hays Medical Center Employee's Pension Plan (KS) $88M · 1,239
- I.B.E.W. Local Union No. 728 Annuity Fund (FL) $88M · 1,712
- Marble Industry Annuity Trust Fund (NY) $87M · 362
- Sullivan & Worcester LLP Retirement Plan (MA) $86M · 156
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.