Defined Benefit (Pension) · DOL Form 5500 · 2023
National Guardian Life Insurance Company Pension Plan
Data updated 2026-08-25
- $76M
- Total assets Below avg plan size
- 218
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $349,824
- Avg per participant High balance/head
Official DOL plan name: National Guardian Life Insurance Company Pension Plan for Employees · Sponsored by National Guardian Life Insurance Company · Wisconsin · Finance & Insurance
$76M in assets, 218 participants
National Guardian Life Insurance Company's National Guardian Life Insurance Company Pension Plan for Employees reported $76M in total assets and 218 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #7,406 in Finance & Insurance (8,869 peers)
Coverage in Wisconsin
National Guardian Life Insurance Company Pension Plan for Employees covers 218 participants in Wisconsin, about 39% of the average Wisconsin filer (state average ~563 per filing). Assets: $76M.
- #7,406
- in Finance & Insurance (8,869 peers)
- -1.3%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
National Guardian Life Insurance Company Pension Plan for Employees's outsized position by total assets
National Guardian Life Insurance Company Pension Plan for Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$76,261,546 Top 11% higher than 89% of 127,068 filed plans
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 Insurance Company Pension Plan for Employees 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 Insurance Company Pension Plan for Employees sits mid-pack in the medium band (218 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- National Guardian Life Insurance Company Pension Plan for Employees reported net income rose from -$26M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
- National Guardian Life Insurance Company Pension Plan for Employees reported participants fell from 290 in the plan year 2022 filing to 218 in the plan year 2023 filing.
- National Guardian Life Insurance Company Pension Plan for Employees end-of-year assets fell from $77M in the plan year 2022 filing to $76M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 390493780 · National Guardian Life Insurance Company PY 2023 · Defined Benefit (Pension)
National Guardian Life Insurance Company Pension Plan for Employees · $76M · 218 · 89th
- RANK $76M
- PHOTO 218
- IND 89th
- EOY Defined Benefit (Pension)
- 5500 near Gridiron Fiber Retirement Plan
- ASSETS ind #7406
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 Insurance Company Pension Plan for Employees in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $77M |
|---|---|
| Net Assets (End of Year) | $76M |
| Net Income | -$1M |
| Employer EIN | 390493780 |
| Plan Effective Date | 1935-01-02 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 630 | $125M |
| 2023 | 2 | 543 | $131M |
| 2024 | 2 | 532 | $133M |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,348
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.3B · 9,960
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,368
- Harley-Davidson Retirement Plan $1.9B · 1,560
- Rockwell Automation Pension Plan $1.8B · 2,136
National Guardian Life Insurance Company Pension Plan for Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Gridiron Fiber Retirement Plan in VA ($76M); by covered participants it is Kellanova Muncy Pension Plan in IL (218 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($76M here).
- Gridiron Fiber Retirement Plan (VA) $76M · 175
- King Industries, Inc. Pension Plan (CT) $76M · 86
- IBEW Local 684 Pension Trust (CA) $76M · 433
- Mcguirewoods LLP Cash Balance Pension Plan for Equity Partners (VA) $76M · 237
Similar participant headcount
Nearest other-state filings by covered participants (218 participants); asset peers above are excluded.
- Kellanova Muncy Pension Plan (IL) 218 · 0 off
- Snell & Wilmer L.L.P. Retirement Plan for Partners (AZ) 218 · 0 off
- The Okonite Company Orangeburg Hourly Employees Pension Plan (NJ) 218 · 0 off
- Local 463 Pension Fund (NY) 218 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.