Money Purchase · DOL Form 5500 · 2023

The Variable Annuity Life Insurance Company Money Purchase Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
109
Participants Small participant base
69th
Percentile by assets National rank
$154,691
Avg per participant Above avg balance/head
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Official DOL plan name: Valic Agents and Managers Retirement Plan · Sponsored by The Variable Annuity Life Insurance Company · Texas · Finance & Insurance

$17M in assets, 109 participants

The Variable Annuity Life Insurance Company's Valic Agents and Managers Retirement Plan reported $17M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,889 in Finance & Insurance (8,869 peers)

Coverage in Texas

Valic Agents and Managers Retirement Plan covers 109 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $17M.

#4,889
in Finance & Insurance (8,869 peers)
+3.3%
assets growth YoY

Valic Agents and Managers Retirement Plan's outsized position by total assets

Valic Agents and Managers Retirement Plan vs every filed plan by assets

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

$16,861,277 Top 31% higher than 69% 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

Valic Agents and Managers Retirement 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. Valic Agents and Managers Retirement Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valic Agents and Managers Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $537K in the plan year 2023 filing.
  • Valic Agents and Managers Retirement Plan reported participants fell from 130 in the plan year 2022 filing to 109 in the plan year 2023 filing.
  • Valic Agents and Managers Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 741625348 · The Variable Annuity Life Insurance Company PY 2023 · Money Purchase

Valic Agents and Managers Retirement Plan · $17M · 109 · 69th

  • IND $17M
  • IND 109
  • IND 69th
  • IND Money Purchase
  • IND near The William H. Miner Agricultural Research Institute Pension Plan
  • IND ind #4889

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 →

Valic Agents and Managers Retirement Plan in the asset neighbourhood

Roofers & Waterproofers Local 37 Annuity FundRoofers & Waterproofers Loca…$17MDefined Contribution Pension Plan for the Employees of Children's Home Society of CaliforniaDefined Contribution Pension…$17MValic Agents and Managers Retirement PlanValic Agents and Managers Re…$17MThe William H. Miner Agricultural Research Institute Pension PlanThe William H. Miner Agricul…$17MRetirement Plan for Employees of Graham Windham Services to FamiliesRetirement Plan for Employee…$17M
End-of-year total assets ($M) among Valic Agents and Managers Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$537K
Employer EIN741625348
Plan Effective Date1970-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Variable Annuity Life Insurance Company)

Sponsor-wide plan assets over time

All The Variable Annuity Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$17M 5.274616030574942% vs 2022
2024 filing year
$16M$16.5M$17M$17.5M 202220232024 $16.3M $17.2M ▲ +5.3%
Year Plans Participants Total Assets
2022 1 130 $16M
2023 1 109 $17M
2024 1 99 $17M

Nearby Money Purchase Plans in Texas

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Valic Agents and Managers Retirement Plan vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000500010000 -0.500.511.5 Total assets ($B) Participants Valic Agents and Managers Retirement Plan, Total assets ($B): 0.016861277 · Participants: 109Valic Agents and Managers Retirement PlanOccidental Petroleum Corporation Retirement Plan, Total assets ($B): 1.128386882 · Participants: 8018Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($B): 0.974200975 · Participants: 9494Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($B): 0.831309998 · Participants: 6776William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($B): 0.244776778 · Participants: 1452Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($B): 0.146145221 · Participants: 1683Greater Texas IBEW NECA Annuity Plan
Valic Agents and Managers Retirement Plan vs. nearby Money Purchase plans in Texas, assets vs. participants
Compare Valic Agents and Managers Retirement Plan side-by-side with 3 peers →

Valic Agents and Managers Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is The William H. Miner Agricultural Research Institute Pension Plan in NY ($17M); by covered participants it is Greeley County Health Services Inc. Employees Pension Plan in KS (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Valic Agents and Managers Retirement Plan assets move in 2023? ▼
Valic Agents and Managers Retirement Plan edged up modestly - up 3.3% during 2023, from $16M to $17M. Reported net income was $537K.
How have The Variable Annuity Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Variable Annuity Life Insurance Company's sponsor-wide assets grew 5.3%, from $16M to $17M.
Which Money Purchase plans are similar in size to Valic Agents and Managers Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is The William H. Miner Agricultural Research Institute Pension Plan in NY ($17M, 45 participants).
Which Money Purchase plans cover a similar participant headcount to Valic Agents and Managers Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Greeley County Health Services Inc. Employees Pension Plan in KS (109 participants, $6M 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 741625348.

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.