401(k) · DOL Form 5500 · 2024
Globe Life Inc. 401(k) Plan
Data updated 2026-08-11
- $259M
- Total assets
- 2,686
- Participants
- 95th
- Percentile by assets
- $96,256
- Avg per participant
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.
- 95th percentile by assets (of 123,622 plans)
- #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.
- $259M
- total plan assets (2024 EOY)
- 2,686
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $96,256
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Globe Life Inc. Savings and Investment Plan reports 2,686 participants - 3.9x that state average ($259M EOY assets).
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.)
| 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.
Globe Life Inc. Savings and Investment Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Globe Life Inc. Savings and Investment Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Filing takeaways
Ways to act on Globe Life Inc. Savings and Investment Plan's numbers.
- By total assets, Globe Life Inc. Savings and Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Globe Life Inc.'s sponsor-wide assets have grown 21.6% since 2022 across 3 plan years on file. More Management of Enterprises plans