Money Purchase · DOL Form 5500 · 2024
New England Life Insurance Company Money Purchase Plan
Data updated 2026-08-25
- $85M
- Total assets Below avg plan size
- N/A
- Participants Small participant base
- 89th
- Percentile by assets National rank
Official DOL plan name: New England Life Insurance Company Agents' Retirement Plan and Trust · Sponsored by New England Life Insurance Company · North Carolina · Finance & Insurance
$85M in assets, N/A participants
New England Life Insurance Company's New England Life Insurance Company Agents' Retirement Plan and Trust reported $85M in total assets and N/A participants in its 2024 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.
- #7,117 in Finance & Insurance (8,549 peers)
Where New England Life Insurance Company Agents' Retirement Plan and Trust sits by assets
New England Life Insurance Company Agents' Retirement Plan and Trust sits in the top quartile of all filed plans by assets, $85M for N/A participants, down 3.5% in 2024.
- #7,117
- in Finance & Insurance (8,549 peers)
- -3.5%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
New England Life Insurance Company Agents' Retirement Plan and Trust's outsized position by total assets
New England Life Insurance Company Agents' Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$84,542,787 Top 11% higher than 89% 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
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- New England Life Insurance Company Agents' Retirement Plan and Trust reported net income rose from -$7M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- New England Life Insurance Company Agents' Retirement Plan and Trust end-of-year assets fell from $88M in the plan year 2023 filing to $85M in the plan year 2024 filing.
DOL schedule card
Filing strip 042708937 · New England Life Insurance Company PY 2024 · Money Purchase
New England Life Insurance Company Agents' Retirement Plan and Trust · $85M · N/A · 89th
- BOOK $85M
- VS-ST N/A
- BOY 89th
- SCH Money Purchase
- EBSA near Brady Funded Retirement Plan
- PART ind #7117
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 North Carolina →
New England Life Insurance Company Agents' Retirement Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $88M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | -$3M |
| Employer EIN | 042708937 |
| Plan Effective Date | 1942-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New England Life Insurance Company)
Sponsor-wide plan assets over time
All New England Life Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $225M 3.901039696056735% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | N/A | $234M |
| 2023 | 2 | N/A | $230M |
| 2024 | 2 | N/A | $225M |
Nearby Money Purchase Plans in North Carolina
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Money Purchase Pension Plan of Wake Forest University Health Sciences $522M · 1,997
- Fhi 360 Employees' Pension Plan $258M · 1,192
- Carteret County General Hospital Money Purchase Pension Plan $58M · 905
- Goodwill Industries of Northwest North Carolina, Inc. Money Purchase Plan $23M · 663
- Appalachian Regional Healthcare System Frozen Retirement Savings Plan $10M · 236
New England Life Insurance Company Agents' Retirement Plan and Trust's closest out-of-state Money Purchase peers by assets
Outside North Carolina, the nearest Money Purchase by end-of-year assets is Brady Funded Retirement Plan in WI at $85M (this filing: $85M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($85M here).
- Brady Funded Retirement Plan (WI) $85M · 1,139
- Atc Individual Account Pension Plan (WI) $84M · 537
- Plumbers & Pipefitters Local 94 Retirement Plan (OH) $85M · 686
- National Association of Realtors Pension Plan (IL) $86M · 349
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.