Defined Benefit (Pension) · DOL Form 5500 · 2023

Globe Life Inc. Pension Plan

Data updated 2026-08-25

$547M
Total assets Above avg plan size
1,854
Participants Near avg headcount
98th
Percentile by assets National rank
$295,216
Avg per participant High balance/head
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Official DOL plan name: Globe Life Inc. Pension Plan · Sponsored by Globe Life Inc. · Texas · Management of Enterprises

$547M in assets, 1,854 participants

Globe Life Inc.'s Globe Life Inc. Pension Plan reported $547M in total assets and 1,854 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #1,035 in Management of Enterprises (1,137 peers)

Coverage in Texas

Globe Life Inc. Pension Plan covers 1,854 participants in Texas, 2.7x the typical Texas plan (state average ~688 per filing). Assets: $547M.

#1,035
in Management of Enterprises (1,137 peers)
+19.9%
assets growth YoY
5.5×
vs typical plan assets (national mean)

Globe Life Inc. Pension Plan's outsized position by total assets

Globe Life Inc. Pension Plan vs every filed plan by assets

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

$547,330,932 Top 2% higher than 98% 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

Globe Life Inc. Pension Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Globe Life Inc. Pension Plan lands in the large band (1,854 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Globe Life Inc. Pension Plan reported net income rose from -$106M in the plan year 2022 filing to $91M in the plan year 2023 filing.
  • Globe Life Inc. Pension Plan end-of-year assets rose from $457M in the plan year 2022 filing to $547M in the plan year 2023 filing.
  • Globe Life Inc. Pension Plan reported participants rose from 1,841 in the plan year 2022 filing to 1,854 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 630780404 · Globe Life Inc. PY 2023 · Defined Benefit (Pension)

Globe Life Inc. Pension Plan · $547M · 1,854 · 98th

  • BOOK $547M
  • VS-ST 1,854
  • BOY 98th
  • SCH Defined Benefit (Pension)
  • EBSA near America First Credit Union Pension Plan
  • PART ind #1035

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 Management of Enterprises retirement plans → · Plans in Texas →

Globe Life Inc. Pension Plan in the asset neighbourhood

I.U.O.E. Local 132 Pension FundI.U.O.E. Local 132 Pension F…$548MGlobe Life Inc. Pension Plan$547MAmerica First Credit Union Pension PlanAmerica First Credit Union P…$547MMeritor, Inc. Retirement Plan$546MBaptist Health System Retirement PlanBaptist Health System Retire…$546M
End-of-year total assets ($M) among Globe Life Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$457M
Net Assets (End of Year)$547M
Net Income$91M
Employer EIN630780404
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Globe Life Inc.)

Sponsor-wide plan assets over time

All Globe Life Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$849M 21.641720317525472% vs 2022
2024 filing year
$650M$700M$750M$800M$850M$900M 202220232024 $698M $849M ▲ +21.6%
Year Plans Participants Total Assets
2022 2 4,200 $698M
2023 2 4,446 $799M
2024 2 4,710 $849M

Nearby Defined Benefit (Pension) Plans in Texas

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

Globe Life Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Globe Life Inc. Pension Plan, Total assets ($B): 0.547330932 · Participants: 1854Globe Life Inc. 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
Globe Life Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Globe Life Inc. Pension Plan side-by-side with 3 peers →

Globe Life Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is America First Credit Union Pension Plan in UT ($547M); by covered participants it is Care New England Pension Plan in RI (1,851 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($547M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,854 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 Globe Life Inc. Pension Plan assets move in 2023? ▼
Globe Life Inc. Pension Plan grew sharply - up 19.9% during 2023, from $457M to $547M. Reported net income was $91M.
How have Globe Life Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Globe Life Inc.'s sponsor-wide assets grew 21.6%, from $698M to $849M.
Where does Globe Life Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Globe Life Inc. Pension Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Globe Life Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is America First Credit Union Pension Plan in UT ($547M, 2,464 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Globe Life Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Care New England Pension Plan in RI (1,851 participants, $137M 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 630780404.

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.