401(k) · DOL Form 5500 · 2023
National Life Insurance Company 401(k) Plan
Data updated 2026-08-25
- $61M
- Total assets Below avg plan size
- 706
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $86,539
- Avg per participant Below avg balance/head
Official DOL plan name: National Life Insurance Company Agents Retirement Plan · Sponsored by National Life Insurance Company · Vermont · Finance & Insurance
$61M in assets, 706 participants
National Life Insurance Company's National Life Insurance Company Agents Retirement Plan reported $61M in total assets and 706 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #7,162 in Finance & Insurance (8,869 peers)
Coverage in Vermont
National Life Insurance Company Agents Retirement Plan covers 706 participants in Vermont, 2.9x the typical Vermont plan (state average ~245 per filing). Assets: $61M.
- #7,162
- in Finance & Insurance (8,869 peers)
- +6.4%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
National Life Insurance Company Agents Retirement Plan's outsized position by total assets
National Life Insurance Company Agents Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$61,096,532 Top 13% higher than 87% 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
National Life Insurance Company Agents Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Life Insurance Company Agents Retirement Plan sits mid-pack in the medium band (706 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- National Life Insurance Company Agents Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- National Life Insurance Company Agents Retirement Plan end-of-year assets rose from $57M in the plan year 2022 filing to $61M in the plan year 2023 filing.
- National Life Insurance Company Agents Retirement Plan reported participants rose from 692 in the plan year 2022 filing to 706 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 030144090 · National Life Insurance Company PY 2023 · 401(k)
National Life Insurance Company Agents Retirement Plan · $61M · 706 · 87th
- NET $61M
- NET 706
- NET 87th
- NET 401(k)
- NET near Stefanini Retirement Savings Plan
- NET ind #7162
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 Vermont →
National Life Insurance Company Agents Retirement Plan in the asset neighbourhood
Vermont filing particulars
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $61M |
| Net Income | $4M |
| Employer EIN | 030144090 |
| Plan Effective Date | 1995-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Life Insurance Company)
Sponsor-wide plan assets over time
All National Life Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $401M 21.617216651171475% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,858 | $330M |
| 2023 | 3 | 1,936 | $359M |
| 2024 | 2 | 2,088 | $401M |
Nearby 401(k) Plans in Vermont
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The University of Vermont Medical Center 403(b) Plan $2.0B · 11,162
- National Life Group 401(k) Plan $298M · 1,219
- Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $220M · 519
- Husky Retirement Savings $153M · 551
- Incentive Retirement Plan for Employees of PC Construction Company $136M · 442
National Life Insurance Company Agents Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Vermont, the nearest 401(k) by assets is Stefanini Retirement Savings Plan in MI ($61M); by covered participants it is Anderson Center for Autism Retirement Plan in NY (706 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($61M here).
- Stefanini Retirement Savings Plan (MI) $61M · 1,221
- Critchfield Mechanical, Inc. 401(k) Plan (CA) $61M · 71
- Old World 401(k) Plan (IL) $61M · 370
- Tower Hill Insurance Group, LLC 401(k) Plan (FL) $61M · 520
Similar participant headcount
Nearest other-state filings by covered participants (706 participants); asset peers above are excluded.
- Anderson Center for Autism Retirement Plan (NY) 706 · 0 off
- Webpt, Inc. 401(k) Plan (AZ) 706 · 0 off
- Bitterroot Health 401(k) Plan (MT) 706 · 0 off
- Peach State Truck Centers, LLC 401(k) Plan and Trust (GA) 706 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.