Defined Benefit (Pension) · DOL Form 5500 · 2023
The Guardian Life Insurance Company of America Pension Plan
Data updated 2026-08-25
- $1.4B
- Total assets Very large vs avg
- 3,087
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $443,198
- Avg per participant High balance/head
Official DOL plan name: The Guardian Home Office Employees' Retirement Pla · Sponsored by The Guardian Life Insurance Company of America · New York · Finance & Insurance
$1.4B in assets, 3,087 participants
The Guardian Life Insurance Company of America's The Guardian Home Office Employees' Retirement Pla reported $1.4B in total assets and 3,087 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #8,701 in Finance & Insurance (8,869 peers)
Coverage in New York
The Guardian Home Office Employees' Retirement Pla covers 3,087 participants in New York, 3.9x the typical New York plan (state average ~798 per filing). Assets: $1.4B.
- #8,701
- in Finance & Insurance (8,869 peers)
- -0.9%
- assets change YoY
- 14×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Guardian Home Office Employees' Retirement Pla's outsized position by total assets
The Guardian Home Office Employees' Retirement Pla vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,368,153,660 Top 1% higher than 99% 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
The Guardian Home Office Employees' Retirement Pla'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 Home Office Employees' Retirement Pla lands in the large band (3,087 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Guardian Home Office Employees' Retirement Pla reported net income rose from -$555M in the plan year 2022 filing to -$12M in the plan year 2023 filing.
- The Guardian Home Office Employees' Retirement Pla reported participants fell from 3,422 in the plan year 2022 filing to 3,087 in the plan year 2023 filing.
- The Guardian Home Office Employees' Retirement Pla end-of-year assets fell from $1.4B in the plan year 2022 filing to $1.4B in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 135123390 · The Guardian Life Insurance Company of America PY 2023 · Defined Benefit (Pension)
The Guardian Home Office Employees' Retirement Pla · $1.4B · 3,087 · 99th
- SCH $1.4B
- SCH 3,087
- SCH 99th
- SCH Defined Benefit (Pension)
- SCH near Bmo U.S. Pension Plan
- SCH ind #8701
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 Home Office Employees' Retirement Pla in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $1.4B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | -$12M |
| Employer EIN | 135123390 |
| Plan Effective Date | 1942-01-01 |
| Filing Status | FILING 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
| 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.
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
The Guardian Home Office Employees' Retirement Pla's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Bmo U.S. Pension Plan in IL ($1.4B); by covered participants it is El Camino Hospital Cash Balance Plan in CA (3,093 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.4B here).
- Bmo U.S. Pension Plan (IL) $1.4B · 5,727
- Western Washington Laborers-Employers Pension Plan (WA) $1.4B · 10,417
- Teamsters Joint Council No. 83 of Virginia Pension Fund (VA) $1.4B · 3,126
- Baxter International Inc. and Subsidiaries Pension Plan (IL) $1.4B · 2,219
Similar participant headcount
Nearest other-state filings by covered participants (3,087 participants); asset peers above are excluded.
- El Camino Hospital Cash Balance Plan (CA) 3,093 · 6 off
- Caleres, Inc. Retirement Plan (MO) 3,094 · 7 off
- Monument Health, Inc. Pension Plan (SD) 3,078 · 9 off
- Operating Engineers Local 101 Pension Fund (MO) 3,077 · 10 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.