Defined Benefit (Pension) · DOL Form 5500 · 2023

Nlv Financial Corporation Pension Plan

Data updated 2026-08-25

$323M
Total assets Above avg plan size: 789
Participants Near avg headcount: 96th
Percentile by assets National rank: $409,159
Avg per participant High balance/head

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Official DOL plan name: National Life Group Pension Plan for Employees · Sponsored by Nlv Financial Corporation · Vermont · Management of Enterprises

$323M in assets, 789 participants

Nlv Financial Corporation's National Life Group Pension Plan for Employees reported $323M in total assets and 789 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.

#993 in Management of Enterprises (1,137 peers)

Coverage in Vermont

National Life Group Pension Plan for Employees covers 789 participants in Vermont, 3.2x the typical Vermont plan (state average ~245 per filing). Assets: $323M.

#993
in Management of Enterprises (1,137 peers): +4.2%
assets growth YoY: 3.2×
vs typical plan assets (national mean)

National Life Group Pension Plan for Employees's outsized position by total assets

National Life Group Pension Plan for Employees vs every filed plan by assets

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

$322,826,507 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

National Life Group Pension Plan for Employees 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 Group Pension Plan for Employees sits mid-pack in the medium band (789 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

National Life Group Pension Plan for Employees reported net income rose from -$84M in the plan year 2022 filing to $13M in the plan year 2023 filing.
National Life Group Pension Plan for Employees reported participants fell from 856 in the plan year 2022 filing to 789 in the plan year 2023 filing.
National Life Group Pension Plan for Employees end-of-year assets rose from $310M in the plan year 2022 filing to $323M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 030359222 · Nlv Financial Corporation PY 2023 · Defined Benefit (Pension)

National Life Group Pension Plan for Employees · $323M · 789 · 96th

NET $323M
BOOK 789
VS-ST 96th
BOY Defined Benefit (Pension)
SCH near Unite Here Local 25 and Hotel Association of Washington, DC Pension Plan
EBSA ind #993

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 Vermont →

End-of-year total assets ($M) among National Life Group Pension Plan for Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Vermont filing particulars

Total Assets (Beginning of Year)	$310M
Net Assets (End of Year)	$323M
Net Income	$13M
Employer EIN	030359222
Plan Effective Date	1938-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Nlv Financial Corporation)

Latest sponsor-wide plan assets: $309M 0.23940982040679587% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	856	$310M
2023	1	789	$323M
2024	1	726	$309M

Nearby Defined Benefit (Pension) Plans in Vermont

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

National Life Group Pension Plan for Employees vs. nearby Defined Benefit (Pension) plans in Vermont, assets vs. participants

Employees' Retirement Plan of Green Mountain Power Corporation $145M · 230
Central Vermont Medical Center Employees Pension Plan $98M · 451
Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont $66M · 311
Vermont Mutual Insurance Company Employees' Pension Plan $60M · 80
Vermont Electric Power Company Pension Plan $28M · 52

Compare National Life Group Pension Plan for Employees side-by-side with 3 peers →

National Life Group Pension Plan for Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Vermont, the nearest Defined Benefit (Pension) by assets is Unite Here Local 25 and Hotel Association of Washington, DC Pension Plan in MD ($323M); by covered participants it is Pension Plan for Certain Hourly Ees of Alcoa USA Corp. in PA (789 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($323M here).

Unite Here Local 25 and Hotel Association of Washington, DC Pension Plan (MD) $323M · 5,291
Sidley Austin LLP Retirement Plan (IL) $323M · 1,273
C.V. Starr & Co., Inc. Retirement Plan (NY) $324M · 1,297
Emerson Process Management Power & Water Solutions, Inc. Pension Plan (MO) $324M · 360

Similar participant headcount

Nearest other-state filings by covered participants (789 participants); asset peers above are excluded.

Pension Plan for Certain Hourly Ees of Alcoa USA Corp. (PA) 789 · 0 off
Deutsche Bank Cash Account Pension Plan (NY) 788 · 1 off
Oge Energy Corp. Retirement Plan (OK) 788 · 1 off
Alaska Airlines, Inc., Fixed Income Retirement Plan for Pilots (WA) 788 · 1 off

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 National Life Group Pension Plan for Employees assets move in 2023? ▼

National Life Group Pension Plan for Employees edged up modestly - up 4.2% during 2023, from $310M to $323M. Reported net income was $13M.

How have Nlv Financial Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Nlv Financial Corporation's sponsor-wide assets declined 0.2%, from $310M to $309M.

Where does National Life Group Pension Plan for Employees rank by assets among Form 5500 filers? ▼

National Life Group Pension Plan for Employees ranks in the 96th 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 National Life Group Pension Plan for Employees? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Unite Here Local 25 and Hotel Association of Washington, DC Pension Plan in MD ($323M, 5,291 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to National Life Group Pension Plan for Employees? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Certain Hourly Ees of Alcoa USA Corp. in PA (789 participants, $418M 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 030359222.