Defined Benefit (Pension) · DOL Form 5500 · 2023

Xl America, Inc. Pension Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
57
Participants Small participant base
84th
Percentile by assets National rank
$766,852
Avg per participant High balance/head
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Official DOL plan name: Xl America, Inc. Retirement Plan · Sponsored by Xl America, Inc. · Connecticut · Finance & Insurance

$44M in assets, 57 participants

Xl America, Inc.'s Xl America, Inc. Retirement Plan reported $44M in total assets and 57 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.

  • #6,704 in Finance & Insurance (8,869 peers)

Where Xl America, Inc. Retirement Plan sits by assets

Xl America, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $44M for 57 participants (~$766,852/participant), up 4.5% in 2023.

#6,704
in Finance & Insurance (8,869 peers)
+4.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Xl America, Inc. Retirement Plan's outsized position by total assets

Xl America, Inc. Retirement Plan vs every filed plan by assets

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

$43,710,579 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

Xl America, Inc. Retirement 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. Xl America, Inc. Retirement Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Xl America, Inc. Retirement Plan reported net income rose from -$13M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Xl America, Inc. Retirement Plan reported participants fell from 64 in the plan year 2022 filing to 57 in the plan year 2023 filing.
  • Xl America, Inc. Retirement Plan end-of-year assets rose from $42M in the plan year 2022 filing to $44M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 061516268 · Xl America, Inc. PY 2023 · Defined Benefit (Pension)

Xl America, Inc. Retirement Plan · $44M · 57 · 84th

  • TYPE $44M
  • NET 57
  • BOOK 84th
  • VS-ST Defined Benefit (Pension)
  • BOY near Plumbers Local Union No. 519 Pension Fund
  • SCH ind #6704

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 Connecticut →

Xl America, Inc. Retirement Plan in the asset neighbourhood

Vorys, Sater, Seymour and Pease LLP Cash Balance Pension PlanVorys, Sater, Seymour and Pe…$44MMorgan, Lewis & Bockius LLP Employees Pension PlanMorgan, Lewis & Bockius LLP …$44MPlumbers Local Union No. 519 Pension FundPlumbers Local Union No. 519…$44MXl America, Inc. Retirement PlanXl America, Inc. Retirement …$44MTeamsters Local 237 Welfare Fund Pension PlanTeamsters Local 237 Welfare …$44M
End-of-year total assets ($M) among Xl America, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$44M
Net Income$2M
Employer EIN061516268
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Xl America, Inc.)

Sponsor-wide plan assets over time

All Xl America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.4B 26.774705057112737% vs 2022
2024 filing year
$1B$1.1B$1.2B$1.3B$1.4B$1.5B 202220232024 $1.09B $1.38B ▲ +26.6%
Year Plans Participants Total Assets
2022 2 2,195 $1.1B
2023 2 2,188 $1.2B
2024 2 2,363 $1.4B

Nearby Defined Benefit (Pension) Plans in Connecticut

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

Xl America, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Xl America, Inc. Retirement Plan, Total assets ($B): 0.043710579 · Participants: 57Xl America, Inc. Retirement PlanRtx Consolidated Pension Plan, Total assets ($B): 43.752088232 · Participants: 23823Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 10.610367002 · Participants: 17283The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.8761342 · Participants: 3717Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.40003759 · Participants: 10546Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.580099386 · Participants: 7529The Hartford Retirement Plan for U.S. Employees
Xl America, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Xl America, Inc. Retirement Plan side-by-side with 3 peers →

Xl America, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Plumbers Local Union No. 519 Pension Fund in FL ($44M); by covered participants it is Erie and Niagara Insurance Association Cash Balance Retirement Plan in NY (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Xl America, Inc. Retirement Plan assets move in 2023? ▼
Xl America, Inc. Retirement Plan edged up modestly - up 4.5% during 2023, from $42M to $44M. Reported net income was $2M.
How have Xl America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Xl America, Inc.'s sponsor-wide assets grew 26.8%, from $1.1B to $1.4B.
Where does Xl America, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Xl America, Inc. Retirement 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 Defined Benefit (Pension) plans are similar in size to Xl America, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plumbers Local Union No. 519 Pension Fund in FL ($44M, 369 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Xl America, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Erie and Niagara Insurance Association Cash Balance Retirement Plan in NY (57 participants, $10M 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 061516268.

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.