401(k) · DOL Form 5500 · 2023
Globe Life Inc. 401(k) Plan
Data updated 2026-08-25
- $252M
- Total assets Near avg plan size
- 2,592
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $97,177
- Avg per participant Below avg balance/head
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.
- #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.
- #968
- in Management of Enterprises (1,137 peers)
- +4.2%
- assets growth YoY
- 2.5×
- vs typical plan assets (national mean)
Globe Life Inc. Savings and Investment Plan's outsized position by total assets
Globe Life Inc. Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$251,882,191 Top 4% higher than 96% 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
Globe Life Inc. Savings and Investment Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Globe Life Inc. Savings and Investment Plan lands in the large band (2,592 participants).
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.
Plan-year Form 5500 strip
Filing strip 630780404 · Globe Life Inc. PY 2023 · 401(k)
Globe Life Inc. Savings and Investment Plan · $252M · 2,592 · 96th
- EOY $252M
- EOY 2,592
- EOY 96th
- EOY 401(k)
- EOY near Quaker Houghton Retirement Savings Plan
- EOY ind #968
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 Management of Enterprises retirement plans → · Plans in Texas →
Globe Life Inc. Savings and Investment Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Globe Life Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $849M 21.641720317525472% vs 2022
- 2024 filing year
| 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.
- 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
Globe Life Inc. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Quaker Houghton Retirement Savings Plan in PA ($252M); by covered participants it is Metalsa-UAW Retirement and Savings Plan in VA (2,592 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($252M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,592 participants); asset peers above are excluded.
- Metalsa-UAW Retirement and Savings Plan (VA) 2,592 · 0 off
- Deltak Manufacturing, Inc. 401(k) Plan (MA) 2,593 · 1 off
- Pcf Insurance Services of the West, LLC 401(k) Cash or Deferred Profit Sharing Plan (CA) 2,593 · 1 off
- Merit Medical Systems, Inc. 401(k) Profit Sharing Plan (UT) 2,590 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.