401(k) · DOL Form 5500 · 2023

National Western Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
322
Participants Below avg headcount
84th
Percentile by assets National rank
$141,112
Avg per participant Near avg balance/head
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Official DOL plan name: National Western Life Insurance Company 401(k) Plan · Sponsored by National Western Life Insurance Company · Texas · Finance & Insurance

$45M in assets, 322 participants

National Western Life Insurance Company's National Western Life Insurance Company 401(k) Plan reported $45M in total assets and 322 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,767 in Finance & Insurance (8,869 peers)

Coverage in Texas

National Western Life Insurance Company 401(k) Plan covers 322 participants in Texas, about 47% of the average Texas filer (state average ~688 per filing). Assets: $45M.

#6,767
in Finance & Insurance (8,869 peers)
+21.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

National Western Life Insurance Company 401(k) Plan's outsized position by total assets

National Western Life Insurance Company 401(k) Plan vs every filed plan by assets

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

$45,438,158 Top 16% higher than 84% 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 Western Life Insurance Company 401(k) 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 Western Life Insurance Company 401(k) Plan sits mid-pack in the medium band (322 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Western Life Insurance Company 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • National Western Life Insurance Company 401(k) Plan end-of-year assets rose from $37M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • National Western Life Insurance Company 401(k) Plan reported participants fell from 326 in the plan year 2022 filing to 322 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 840467208 · National Western Life Insurance Company PY 2023 · 401(k)

National Western Life Insurance Company 401(k) Plan · $45M · 322 · 84th

  • EBSA $45M
  • PART 322
  • TYPE 84th
  • NET 401(k)
  • BOOK near Breakthru Beverage California 401(k) Plan
  • VS-ST ind #6767

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 Texas →

National Western Life Insurance Company 401(k) Plan in the asset neighbourhood

Impossible Foods 401(k) Plan$45MNational Western Life Insurance Company 401(k) PlanNational Western Life Insura…$45MBreakthru Beverage California 401(k) PlanBreakthru Beverage Californi…$45MStandard Biotools Inc. 401(k) PlanStandard Biotools Inc. 401(k…$45MWolff Bros. Supply, Inc. 401(k) Profit Sharing PlanWolff Bros. Supply, Inc. 401…$45M
End-of-year total assets ($M) among National Western Life Insurance Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$45M
Net Income$8M
Employer EIN840467208
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Western Life Insurance Company)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$65M 17.154260376723364% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $55.8M $65.4M ▲ +17.2%
Year Plans Participants Total Assets
2022 2 395 $56M
2023 2 384 $66M
2024 2 398 $65M

Nearby 401(k) Plans in Texas

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

National Western Life Insurance Company 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants National Western Life Insurance Company 401(k) Plan, Total assets ($B): 0.045438158 · Participants: 322National Western Life Insurance Company 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
National Western Life Insurance Company 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare National Western Life Insurance Company 401(k) Plan side-by-side with 3 peers →

National Western Life Insurance Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Breakthru Beverage California 401(k) Plan in CA ($45M); by covered participants it is The Doctors Clinic, a P. C. 401(k) Profit Sharing Plan in WA (322 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (322 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 Western Life Insurance Company 401(k) Plan assets move in 2023? ▼
National Western Life Insurance Company 401(k) Plan grew sharply - up 21.8% during 2023, from $37M to $45M. Reported net income was $8M.
How have National Western Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Western Life Insurance Company's sponsor-wide assets grew 17.2%, from $56M to $65M.
Where does National Western Life Insurance Company 401(k) Plan rank by assets among Form 5500 filers? ▼
National Western Life Insurance Company 401(k) Plan ranks in the 84th 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 Western Life Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Breakthru Beverage California 401(k) Plan in CA ($45M, 602 participants).
Which 401(k) plans cover a similar participant headcount to National Western Life Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Doctors Clinic, a P. C. 401(k) Profit Sharing Plan in WA (322 participants, $123M 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 840467208.

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.