Defined Benefit (Pension) · DOL Form 5500 · 2023

National Western Life Insurance Co. Pension Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
62
Participants Small participant base
73rd
Percentile by assets National rank
$325,180
Avg per participant High balance/head
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Official DOL plan name: National Western Life Insurance Company Pension Plan · Sponsored by National Western Life Insurance Co. · Texas · Finance & Insurance

$20M in assets, 62 participants

National Western Life Insurance Co.'s National Western Life Insurance Company Pension Plan reported $20M in total assets and 62 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,259 in Finance & Insurance (8,869 peers)

National Western Life Insurance Co. multi-year trail

National Western Life Insurance Co.'s plans moved +17.2% in assets from 2022 to 2024; this filing shows National Western Life Insurance Company Pension Plan at $20M / 62 participants.

#5,259
in Finance & Insurance (8,869 peers)
+8.9%
assets growth YoY

National Western Life Insurance Company Pension Plan's outsized position by total assets

National Western Life Insurance Company Pension Plan vs every filed plan by assets

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

$20,161,134 Top 27% higher than 73% 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 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 Western Life Insurance Company Pension Plan is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Western Life Insurance Company Pension Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • National Western Life Insurance Company Pension Plan reported participants fell from 69 in the plan year 2022 filing to 62 in the plan year 2023 filing.
  • National Western Life Insurance Company Pension Plan end-of-year assets rose from $19M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 840467208 · National Western Life Insurance Co. PY 2023 · Defined Benefit (Pension)

National Western Life Insurance Company Pension Plan · $20M · 62 · 73rd

  • PHOTO $20M
  • PHOTO 62
  • PHOTO 73rd
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Pension Plan of Masonicare Corporation and Its Affiliates
  • PHOTO ind #5259

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 Pension Plan in the asset neighbourhood

Ironworkers-Laborers Pension Plan of Cumberland MdIronworkers-Laborers Pension…$20MMclaughlin Body Company Hourly Employees' Pension PlanMclaughlin Body Company Hour…$20MPension Plan of Masonicare Corporation and Its AffiliatesPension Plan of Masonicare C…$20MIBEW Local Union No 607 PensionIBEW Local Union No 607 Pens…$20MNational Western Life Insurance Company Pension PlanNational Western Life Insura…$20M
End-of-year total assets ($M) among National Western Life Insurance Company Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

National Western Life Insurance Co. multi-year asset trail

Sponsor-wide plan assets over time

All National Western Life Insurance Co. 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

National Western Life Insurance Co. filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN840467208
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

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

National Western Life Insurance Company Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants National Western Life Insurance Company Pension Plan, Total assets ($B): 0.020161134 · Participants: 62National Western Life Insurance Company Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
National Western Life Insurance Company Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare National Western Life Insurance Company Pension Plan side-by-side with 3 peers →

National Western Life Insurance Company Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Pension Plan of Masonicare Corporation and Its Affiliates in CT ($20M); by covered participants it is Pension Plan B of the American College of Physicians, Inc. in PA (62 participants). Same-state nearby plans are listed separately above.

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 Pension Plan assets move in 2023? ▼
National Western Life Insurance Company Pension Plan grew at a solid clip - up 8.9% during 2023, from $19M to $20M. Reported net income was $2M.
How have National Western Life Insurance Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Western Life Insurance Co.'s sponsor-wide assets grew 17.2%, from $56M to $65M.
Which Defined Benefit (Pension) plans are similar in size to National Western Life Insurance Company Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan of Masonicare Corporation and Its Affiliates in CT ($20M, 63 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to National Western Life Insurance Company Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan B of the American College of Physicians, Inc. in PA (62 participants, $55M 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.