401(k) · DOL Form 5500 · 2023
Globe Life Inc. 401(k) Plan
Data updated 2026-08-11
- $252M
- Total assets
- 2,592
- Participants
- 96th
- Percentile by assets
- $97,177
- Avg per participant
Official DOL plan name: Globe Life Inc. Savings and Investment Plan · Sponsored by Globe Life Inc. · Texas · Management of Enterprises
$252M in assets, 2,592 participants
Globe Life Inc.'s Globe Life Inc. Savings and Investment Plan reported $252M in total assets and 2,592 participants in its 2023 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 127,072 plans)
- #968 in Management of Enterprises (1,137 peers)
Coverage in Texas
Globe Life Inc. Savings and Investment Plan covers 2,592 participants in Texas, 3.8x the typical Texas plan (state average ~688 per filing). Assets: $252M.
- $252M
- total plan assets (2023 EOY)
- 2,592
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $97,177
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Globe Life Inc. Savings and Investment Plan reported net income rose from -$16M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Globe Life Inc. Savings and Investment Plan reported participants rose from 2,359 in the plan year 2022 filing to 2,592 in the plan year 2023 filing.
- Globe Life Inc. Savings and Investment Plan end-of-year assets rose from $242M in the plan year 2022 filing to $252M in the plan year 2023 filing.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Globe Life Inc. Savings and Investment Plan reports 2,592 participants - 3.8x that state average ($252M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $242M |
|---|---|
| Net Assets (End of Year) | $252M |
| Net Income | $10M |
| Employer EIN | 630780404 |
| Plan Effective Date | 1982-04-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Globe Life Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,200 | $698M |
| 2023 | 2 | 4,446 | $799M |
| 2024 | 2 | 4,710 | $849M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Globe Life Inc. Savings and Investment Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Globe Life Inc. Savings and Investment Plan by total assets, not by location.
- Quaker Houghton Retirement Savings Plan (PA) $252M · 1,108
- Lionsgate 401(k) Plan (CA) $252M · 1,452
- Iat Insurance Group, Inc. Profit Sharing 401(k) Plan (NC) $252M · 1,020
- Transystems Corporation 401(k) Plan (MO) $252M · 1,618
Frequently Asked Questions
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Filing takeaways
Ways to act on Globe Life Inc. Savings and Investment Plan's numbers.
- By total assets, Globe Life Inc. Savings and Investment 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 Texas. Compare plans
- Globe Life Inc.'s sponsor-wide assets have grown 21.6% since 2022 across 3 plan years on file. More Management of Enterprises plans