401(k) · DOL Form 5500 · 2024
Globe Life Inc. 401(k) Plan
Data updated 2026-08-25
- $259M
- Total assets Near avg plan size
- 2,686
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $96,256
- Avg per participant Below avg balance/head
Official DOL plan name: Globe Life Inc. Savings and Investment Plan · Sponsored by Globe Life Inc. · Texas · Management of Enterprises
$259M in assets, 2,686 participants
Globe Life Inc.'s Globe Life Inc. Savings and Investment Plan reported $259M in total assets and 2,686 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #972 in Management of Enterprises (1,133 peers)
Coverage in Texas
Globe Life Inc. Savings and Investment Plan covers 2,686 participants in Texas, 3.9x the typical Texas plan (state average ~688 per filing). Assets: $259M.
- #972
- in Management of Enterprises (1,133 peers)
- +2.6%
- assets growth YoY
- 2.6×
- vs typical plan assets (national mean)
Globe Life Inc. Savings and Investment Plan's outsized position by total assets
Globe Life Inc. Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$258,543,644 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Globe Life Inc. Savings and Investment Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Globe Life Inc. Savings and Investment Plan lands in the large band (2,686 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Globe Life Inc. Savings and Investment Plan reported net income fell from $10M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Globe Life Inc. Savings and Investment Plan reported participants rose from 2,592 in the plan year 2023 filing to 2,686 in the plan year 2024 filing.
- Globe Life Inc. Savings and Investment Plan end-of-year assets rose from $252M in the plan year 2023 filing to $259M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 630780404 · Globe Life Inc. PY 2024 · 401(k)
Globe Life Inc. Savings and Investment Plan · $259M · 2,686 · 95th
- PHOTO $259M
- PHOTO 2,686
- PHOTO 95th
- PHOTO 401(k)
- PHOTO near Ecovyst 401(k) Savings Plan
- PHOTO ind #972
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. Savings and Investment Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $252M |
|---|---|
| Net Assets (End of Year) | $259M |
| Net Income | $7M |
| Employer EIN | 630780404 |
| Plan Effective Date | 1982-04-05 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,200 | $698M |
| 2023 | 2 | 4,446 | $799M |
| 2024 | 2 | 4,710 | $849M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Globe Life Inc. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Ecovyst 401(k) Savings Plan in PA ($259M); by covered participants it is Everglades College, Inc. Retirement Savings Plan in FL (2,686 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($259M here).
- Ecovyst 401(k) Savings Plan (PA) $259M · 732
- Banner Corporation 401(k)/Profit Sharing Plan (WA) $259M · 1,915
- Hatch Associates Consultants, Inc. 401(k) Plan for U.S. Employees (PA) $258M · 1,024
- Hyundai Capital America Profit Sharing Retirement Plan (CA) $258M · 1,499
Similar participant headcount
Nearest other-state filings by covered participants (2,686 participants); asset peers above are excluded.
- Everglades College, Inc. Retirement Savings Plan (FL) 2,686 · 0 off
- Haworth 401(k) Plan (MI) 2,686 · 0 off
- Eyesouth Partners 401(k) Plan (GA) 2,686 · 0 off
- Selective Insurance Retirement Savings Plan (NJ) 2,687 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.