Money Purchase · DOL Form 5500 · 2024
New England Life Insurance Company Money Purchase Plan
Data updated 2026-08-11
- $85M
- Total assets
- N/A
- Participants
- 89th
- Percentile by assets
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.
- 89th percentile by assets (of 123,622 plans)
- #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.
- $85M
- total plan assets (2024 EOY)
- N/A
- covered participants
- 89th
- percentile by assets (of 123,622 plans)
- -3.5%
- assets change YoY
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.
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.
New England Life Insurance Company Agents' Retirement Plan and Trust vs the 2024 asset distribution
By assets, New England Life Insurance Company Agents' Retirement Plan and Trust outranks 89% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
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)
| 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.
New England Life Insurance Company Agents' Retirement Plan and Trust vs. nearby Money Purchase plans in North Carolina, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to New England Life Insurance Company Agents' Retirement Plan and Trust by total assets, not by location.
- 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
Frequently Asked Questions
How did New England Life Insurance Company Agents' Retirement Plan and Trust assets move in 2024? ▼
How have New England Life Insurance Company plan assets changed over time? ▼
Where does New England Life Insurance Company Agents' Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to New England Life Insurance Company Agents' Retirement Plan and Trust? ▼
Next read for New England Life Insurance Company Agent…
Scale reading
Ways to act on New England Life Insurance Company Agents' Retirement Plan and Trust's numbers.
- By total assets, New England Life Insurance Company Agents' Retirement Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in North Carolina. Compare plans
- New England Life Insurance Company's sponsor-wide assets have declined 3.9% since 2022 across 3 plan years on file. More Finance & Insurance plans