Defined Benefit (Pension) · DOL Form 5500 · 2023
New England Life Insurance Company Pension Plan
Data updated 2026-08-25
- $142M
- Total assets Near avg plan size
- N/A
- Participants Small participant base
- 93rd
- Percentile by assets National rank
Official DOL plan name: New England Agency Employees' Retirement Plan · Sponsored by New England Life Insurance Company · North Carolina · Finance & Insurance
$142M in assets, N/A participants
New England Life Insurance Company's New England Agency Employees' Retirement Plan reported $142M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,931 in Finance & Insurance (8,869 peers)
Where New England Agency Employees' Retirement Plan sits by assets
New England Agency Employees' Retirement Plan sits in the top 10% of all filed plans by assets, $142M for N/A participants, up 2.0% in 2023.
- #7,931
- in Finance & Insurance (8,869 peers)
- +2.0%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
New England Agency Employees' Retirement Plan's outsized position by total assets
New England Agency Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$142,098,821 Top 7% higher than 93% 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 Agency Employees' Retirement Plan reported net income rose from -$52M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- New England Agency Employees' Retirement Plan end-of-year assets rose from $139M in the plan year 2022 filing to $142M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 042708937 · New England Life Insurance Company PY 2023 · Defined Benefit (Pension)
New England Agency Employees' Retirement Plan · $142M · N/A · 93rd
- IND $142M
- EOY N/A
- 5500 93rd
- ASSETS Defined Benefit (Pension)
- PCT near Valmet Inc, Defined Benefit Plan
- EIN ind #7931
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 Agency Employees' Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $139M |
|---|---|
| Net Assets (End of Year) | $134M |
| Net Income | $3M |
| Employer EIN | 042708937 |
| Plan Effective Date | 1953-10-01 |
| 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 Defined Benefit (Pension) Plans in North Carolina
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Honeywell Retirement Earnings Plan $16.6B · 11,145
- Truist Financial Corporation Pension Plan $14.6B · 45,818
- Duke Energy Retirement Cash Balance Plan $4.0B · 14,485
- Duke Energy Legacy Pension Plan $3.4B · 371
- Employees' Retirement Plan of Duke University $2.6B · 21,020
New England Agency Employees' Retirement Plan's closest out-of-state Defined Benefit (Pension) peers by assets
Outside North Carolina, the nearest Defined Benefit (Pension) by end-of-year assets is Valmet Inc, Defined Benefit Plan in GA at $142M (this filing: $142M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($142M here).
- Valmet Inc, Defined Benefit Plan (GA) $142M · 88
- Vista Outdoor Inc. Pension and Retirement Plan (MN) $142M · 547
- Triple-S Management Corporation Non-Contributory Retirement Plan (PR) $142M · 443
- Cmg Hourly Pension Plan (AL) $142M · 1,146
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.