401(k) · DOL Form 5500 · 2023

National Guardian Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
325
Participants Below avg headcount
86th
Percentile by assets National rank
$169,912
Avg per participant Above avg balance/head
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Official DOL plan name: National Guardian Life Savings Plan · Sponsored by National Guardian Life Insurance Company · Wisconsin · Finance & Insurance

$55M in assets, 325 participants

National Guardian Life Insurance Company's National Guardian Life Savings Plan reported $55M in total assets and 325 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,036 in Finance & Insurance (8,869 peers)

Where National Guardian Life Savings Plan sits by assets

National Guardian Life Savings Plan sits in the top quartile of all filed plans by assets, $55M for 325 participants (~$169,912/participant), up 15.2% in 2023.

#7,036
in Finance & Insurance (8,869 peers)
+15.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

National Guardian Life Savings Plan's outsized position by total assets

National Guardian Life Savings Plan vs every filed plan by assets

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

$55,221,490 Top 14% higher than 86% 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

National Guardian Life Savings 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 Guardian Life Savings Plan sits mid-pack in the medium band (325 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Guardian Life Savings Plan reported net income rose from -$9M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • National Guardian Life Savings Plan end-of-year assets rose from $48M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • National Guardian Life Savings Plan reported participants fell from 340 in the plan year 2022 filing to 325 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 390493780 · National Guardian Life Insurance Company PY 2023 · 401(k)

National Guardian Life Savings Plan · $55M · 325 · 86th

  • EIN $55M
  • EIN 325
  • EIN 86th
  • EIN 401(k)
  • EIN near Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan
  • EIN ind #7036

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 Wisconsin →

National Guardian Life Savings Plan in the asset neighbourhood

Chesmar Homes LLC 401(k) Plan$55MTax-Deferred Retirement Investment Plan of the Boler CompanyTax-Deferred Retirement Inve…$55MNational Guardian Life Savings PlanNational Guardian Life Savin…$55MBaron & Budd, P.C. 401(k) Retirement and Profit Sharing PlanBaron & Budd, P.C. 401(k) Re…$55MWoods Oviatt Gilman, LLP 401(k) PlanWoods Oviatt Gilman, LLP 401…$55M
End-of-year total assets ($M) among National Guardian Life Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$55M
Net Income$6M
Employer EIN390493780
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Guardian Life Insurance Company)

Sponsor-wide plan assets over time

All National Guardian Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$133M 6.600930470420728% vs 2022
2024 filing year
$120M$125M$130M$135M 202220232024 $125M $133M ▲ +6.6%
Year Plans Participants Total Assets
2022 2 630 $125M
2023 2 543 $131M
2024 2 532 $133M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

National Guardian Life Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants National Guardian Life Savings Plan, Total assets ($B): 0.05522149 · Participants: 325National Guardian Life Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
National Guardian Life Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare National Guardian Life Savings Plan side-by-side with 3 peers →

National Guardian Life Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan in TX ($55M); by covered participants it is Raining Rose, Inc. 401(k) Plan in IA (325 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (325 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 National Guardian Life Savings Plan assets move in 2023? ▼
National Guardian Life Savings Plan grew sharply - up 15.2% during 2023, from $48M to $55M. Reported net income was $6M.
How have National Guardian Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Guardian Life Insurance Company's sponsor-wide assets grew 6.6%, from $125M to $133M.
Where does National Guardian Life Savings Plan rank by assets among Form 5500 filers? ▼
National Guardian Life Savings Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to National Guardian Life Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Baron & Budd, P.C. 401(k) Retirement and Profit Sharing Plan in TX ($55M, 154 participants).
Which 401(k) plans cover a similar participant headcount to National Guardian Life Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Raining Rose, Inc. 401(k) Plan in IA (325 participants, $13M 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 390493780.

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.