Defined Benefit (Pension) · DOL Form 5500 · 2023
National Life Insurance Company Pension Plan
Data updated 2026-08-25
- $57K
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 4th
- Percentile by assets National rank
- $5,175
- Avg per participant Low balance/head
Official DOL plan name: National Life Insurance Company Agency Employees Pension Plan · Sponsored by National Life Insurance Company · Vermont · Finance & Insurance
$57K in assets, 11 participants
National Life Insurance Company's National Life Insurance Company Agency Employees Pension Plan reported $57K in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 4th 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.
- #229 in Finance & Insurance (8,869 peers)
National Life Insurance Company multi-year trail
National Life Insurance Company's plans moved +21.6% in assets from 2022 to 2024; this filing shows National Life Insurance Company Agency Employees Pension Plan at $57K / 11 participants.
- #229
- in Finance & Insurance (8,869 peers)
- -99.5%
- assets change YoY
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.
National Life Insurance Company Agency Employees Pension Plan among the smaller filed plans by assets
National Life Insurance Company Agency Employees Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$56,923 4th percentile higher than 4% 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 Agency Employees Pension Plan among smaller 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 Agency Employees Pension Plan is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- National Life Insurance Company Agency Employees Pension Plan reported net income fell from -$4M in the plan year 2022 filing to -$12M in the plan year 2023 filing.
- National Life Insurance Company Agency Employees Pension Plan end-of-year assets fell from $12M in the plan year 2022 filing to $57K in the plan year 2023 filing.
- National Life Insurance Company Agency Employees Pension Plan reported participants fell from 13 in the plan year 2022 filing to 11 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 030144090 · National Life Insurance Company PY 2023 · Defined Benefit (Pension)
National Life Insurance Company Agency Employees Pension Plan · $57K · 11 · 4th
- EIN $57K
- EIN 11
- EIN 4th
- EIN Defined Benefit (Pension)
- EIN near Retirement Plan for Employees of Chemalloy Company, Inc.
- EIN ind #229
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 Agency Employees Pension Plan in the asset neighbourhood
National Life Insurance Company multi-year asset trail
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 |
National Life Insurance Company filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $57K |
| Net Income | -$12M |
| Employer EIN | 030144090 |
| Plan Effective Date | 1958-01-01 |
| Filing Status | FILING RECEIVED |
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 $323M · 789
- 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
National Life Insurance Company Agency Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Vermont, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Chemalloy Company, Inc. in PA ($57K); by covered participants it is Boca General and Family Medicine Defined Benefit Plan in FL (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($57K here).
- Retirement Plan for Employees of Chemalloy Company, Inc. (PA) $57K · 13
- Institute of Nuclear Power Operations Pension Plan (GA) $59K · 59
- California Frozen Food Industry Pension Trust Fund (CA) $53K · N/A
- Continental Carbon Company Pension Plan for Salaried Bargaining Unit Employees at Ponca City, Oklahoma Plant (TX) $52K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (11 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.