401(k) · DOL Form 5500 · 2023

The Guardian Life Insurance Company of America 401(k) Plan

Data updated 2026-08-25

$404M
Total assets Above avg plan size
2,377
Participants Above avg headcount
97th
Percentile by assets National rank
$170,011
Avg per participant Above avg balance/head
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Official DOL plan name: Guardian Cooperative Investment Plan · Sponsored by The Guardian Life Insurance Company of America · New York · Finance & Insurance

$404M in assets, 2,377 participants

The Guardian Life Insurance Company of America's Guardian Cooperative Investment Plan reported $404M in total assets and 2,377 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,408 in Finance & Insurance (8,869 peers)

Coverage in New York

Guardian Cooperative Investment Plan covers 2,377 participants in New York, 3.0x the typical New York plan (state average ~798 per filing). Assets: $404M.

#8,408
in Finance & Insurance (8,869 peers)
+12.6%
assets growth YoY
4.1×
vs typical plan assets (national mean)

Guardian Cooperative Investment Plan's outsized position by total assets

Guardian Cooperative Investment Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$404,115,185 Top 3% higher than 97% of 127,068 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 2023

Guardian Cooperative 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. Guardian Cooperative Investment Plan lands in the large band (2,377 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Guardian Cooperative Investment Plan reported net income rose from -$81M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Guardian Cooperative Investment Plan end-of-year assets rose from $359M in the plan year 2022 filing to $404M in the plan year 2023 filing.
  • Guardian Cooperative Investment Plan reported participants fell from 2,401 in the plan year 2022 filing to 2,377 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 135123390 · The Guardian Life Insurance Company of America PY 2023 · 401(k)

Guardian Cooperative Investment Plan · $404M · 2,377 · 97th

  • PART $404M
  • TYPE 2,377
  • NET 97th
  • BOOK 401(k)
  • VS-ST near Dunn 401(k) Retirement Plan
  • BOY ind #8408

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 New York →

Guardian Cooperative Investment Plan in the asset neighbourhood

Guardian Cooperative Investment PlanGuardian Cooperative Investm…$404MDunn 401(k) Retirement Plan$404MArizona Pipe Trades Defined Contribution Pension PlanArizona Pipe Trades Defined …$404MThe Broad Institute, Inc. 401(k) Retirement PlanThe Broad Institute, Inc. 40…$404MKarl Storz Endoscopy-America, Inc. Employee Savings PlanKarl Storz Endoscopy-America…$404M
End-of-year total assets ($M) among Guardian Cooperative Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$359M
Net Assets (End of Year)$404M
Net Income$45M
Employer EIN135123390
Plan Effective Date1970-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Guardian Life Insurance Company of America)

Sponsor-wide plan assets over time

All The Guardian Life Insurance Company of America plans reported in each filing year

Latest sponsor-wide plan assets
$4.0B 10.075430106065845% vs 2022
2024 filing year
$3.6B$3.8B$4B$4.2B 202220232024 $3.66B $4.03B ▲ +10.1%
Year Plans Participants Total Assets
2022 5 13,971 $3.7B
2023 5 13,791 $3.9B
2024 5 12,888 $4.0B

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Guardian Cooperative Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Guardian Cooperative Investment Plan, Total assets ($B): 0.404115185 · Participants: 2377Guardian Cooperative Investment PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Guardian Cooperative Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Guardian Cooperative Investment Plan side-by-side with 3 peers →

Guardian Cooperative Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Dunn 401(k) Retirement Plan in MO ($404M); by covered participants it is Kasai North America, Inc. 401(k) Plan in TN (2,377 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,377 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Guardian Cooperative Investment Plan assets move in 2023? ▼
Guardian Cooperative Investment Plan grew at a solid clip - up 12.6% during 2023, from $359M to $404M. Reported net income was $45M.
How have The Guardian Life Insurance Company of America plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Guardian Life Insurance Company of America's sponsor-wide assets grew 10.1%, from $3.7B to $4.0B.
Where does Guardian Cooperative Investment Plan rank by assets among Form 5500 filers? ▼
Guardian Cooperative Investment Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Guardian Cooperative Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dunn 401(k) Retirement Plan in MO ($404M, 2,974 participants).
Which 401(k) plans cover a similar participant headcount to Guardian Cooperative Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kasai North America, Inc. 401(k) Plan in TN (2,377 participants, $51M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 135123390.

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.