Defined Benefit (Pension) · DOL Form 5500 · 2023

The Guardian Life Insurance Company of America Pension Plan

Data updated 2026-08-25

$549M
Total assets Above avg plan size
1,889
Participants Near avg headcount
98th
Percentile by assets National rank
$290,386
Avg per participant High balance/head
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Official DOL plan name: The Guardian Field Representative Employees' Retirement Plan · Sponsored by The Guardian Life Insurance Company of America · New York · Finance & Insurance

$549M in assets, 1,889 participants

The Guardian Life Insurance Company of America's The Guardian Field Representative Employees' Retirement Plan reported $549M in total assets and 1,889 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,501 in Finance & Insurance (8,869 peers)

Coverage in New York

The Guardian Field Representative Employees' Retirement Plan covers 1,889 participants in New York, 2.4x the typical New York plan (state average ~798 per filing). Assets: $549M.

#8,501
in Finance & Insurance (8,869 peers)
+0.2%
assets growth YoY
5.5×
vs typical plan assets (national mean)

The Guardian Field Representative Employees' Retirement Plan's outsized position by total assets

The Guardian Field Representative Employees' Retirement Plan vs every filed plan by assets

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

$548,538,427 Top 2% higher than 98% 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

The Guardian Field Representative Employees' Retirement 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. The Guardian Field Representative Employees' Retirement Plan lands in the large band (1,889 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Guardian Field Representative Employees' Retirement Plan reported net income rose from -$181M in the plan year 2022 filing to $918K in the plan year 2023 filing.
  • The Guardian Field Representative Employees' Retirement Plan reported participants fell from 1,940 in the plan year 2022 filing to 1,889 in the plan year 2023 filing.
  • The Guardian Field Representative Employees' Retirement Plan end-of-year assets rose from $548M in the plan year 2022 filing to $549M 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 · Defined Benefit (Pension)

The Guardian Field Representative Employees' Retirement Plan · $549M · 1,889 · 98th

  • BOOK $549M
  • BOOK 1,889
  • BOOK 98th
  • BOOK Defined Benefit (Pension)
  • BOOK near I.U.O.E. Local 132 Pension Fund
  • BOOK ind #8501

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 →

The Guardian Field Representative Employees' Retirement Plan in the asset neighbourhood

The Consol Energy Inc. Employee Retirement PlanThe Consol Energy Inc. Emplo…$550MWill County Local 174 Carpenters Pension FundWill County Local 174 Carpen…$549MThe Guardian Field Representative Employees' Retirement PlanThe Guardian Field Represent…$549MI.U.O.E. Local 132 Pension FundI.U.O.E. Local 132 Pension F…$548MAmerica First Credit Union Pension PlanAmerica First Credit Union P…$547M
End-of-year total assets ($M) among The Guardian Field Representative Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$548M
Net Assets (End of Year)$549M
Net Income$918K
Employer EIN135123390
Plan Effective Date1951-01-01
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 Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Guardian Field Representative Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants The Guardian Field Representative Employees' Retirement Plan, Total assets ($B): 0.548538427 · Participants: 1889The Guardian Field Representative Employees' Retirement PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
The Guardian Field Representative Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Guardian Field Representative Employees' Retirement Plan side-by-side with 3 peers →

The Guardian Field Representative Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is I.U.O.E. Local 132 Pension Fund in WV ($548M); by covered participants it is Thomson Reuters Group Pension Plan in MN (1,889 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($549M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,889 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 The Guardian Field Representative Employees' Retirement Plan assets move in 2023? ▼
The Guardian Field Representative Employees' Retirement Plan held essentially flat - up 0.2% during 2023, from $548M to $549M. Reported net income was $918K.
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 The Guardian Field Representative Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
The Guardian Field Representative Employees' Retirement Plan ranks in the 98th 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 Defined Benefit (Pension) plans are similar in size to The Guardian Field Representative Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is I.U.O.E. Local 132 Pension Fund in WV ($548M, 1,559 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Guardian Field Representative Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Thomson Reuters Group Pension Plan in MN (1,889 participants, $1.6B 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.