401(k) · DOL Form 5500 · 2024

The Guardian Life Insurance Company of America 401(k) Plan

Data updated 2026-08-25

$696M
Total assets Above avg plan size
617
Participants Below avg headcount
98th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Guardian Life Employees Incentive Savings Plan · Sponsored by The Guardian Life Insurance Company of America · New York · Finance & Insurance

$696M in assets, 617 participants

The Guardian Life Insurance Company of America's Guardian Life Employees Incentive Savings Plan reported $696M in total assets and 617 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,221 in Finance & Insurance (8,549 peers)

Where Guardian Life Employees Incentive Savings Plan sits by assets

Guardian Life Employees Incentive Savings Plan sits in the top 5% of all filed plans by assets, $696M for 617 participants (~$1.1M/participant), up 2.1% in 2024.

#8,221
in Finance & Insurance (8,549 peers)
+2.1%
assets growth YoY
7.0×
vs typical plan assets (national mean)

Guardian Life Employees Incentive Savings Plan's outsized position by total assets

Guardian Life Employees Incentive Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$696,380,852 Top 2% higher than 98% of 123,620 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 2024

Guardian Life Employees Incentive Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Guardian Life Employees Incentive Savings Plan sits mid-pack in the medium band (617 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Guardian Life Employees Incentive Savings Plan reported net income fell from $39M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Guardian Life Employees Incentive Savings Plan reported participants fell from 676 in the plan year 2023 filing to 617 in the plan year 2024 filing.
  • Guardian Life Employees Incentive Savings Plan end-of-year assets rose from $682M in the plan year 2023 filing to $696M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 135123390 · The Guardian Life Insurance Company of America PY 2024 · 401(k)

Guardian Life Employees Incentive Savings Plan · $696M · 617 · 98th

  • PART $696M
  • PART 617
  • PART 98th
  • PART 401(k)
  • PART near The Gates Matchmaker Plan
  • PART ind #8221

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 New York →

Guardian Life Employees Incentive Savings Plan in the asset neighbourhood

Confluence Health 401(k) Plan$697MThe Gates Matchmaker Plan$696MGuardian Life Employees Incentive Savings PlanGuardian Life Employees Ince…$696MCf Industries Holdings, Inc. 401(k) PlanCf Industries Holdings, Inc.…$696MHawaiian Airlines, Inc. Pilots' 401(k) PlanHawaiian Airlines, Inc. Pilo…$696M
End-of-year total assets ($M) among Guardian Life Employees Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$682M
Net Assets (End of Year)$696M
Net Income$15M
Employer EIN135123390
Plan Effective Date1968-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Guardian Life Insurance Company of America)

Sponsor-wide plan assets over time

All The Guardian Life Insurance Company of America plans reported in each filing year

Latest sponsor-wide plan assets
$4.0B 10.075430106065845% vs 2022
2024 filing year
$3.6B$3.8B$4B$4.2B 202220232024 $3.66B $4.03B ▲ +10.1%
Year Plans Participants Total Assets
2022 5 13,971 $3.7B
2023 5 13,791 $3.9B
2024 5 12,888 $4.0B

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Guardian Life Employees Incentive Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Guardian Life Employees Incentive Savings Plan, Total assets ($B): 0.696380852 · Participants: 617Guardian Life Employees Incentive Savings PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Guardian Life Employees Incentive Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Guardian Life Employees Incentive Savings Plan side-by-side with 3 peers →

Guardian Life Employees Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Gates Matchmaker Plan in CO ($696M); by covered participants it is Sh Franchising, LLC 401(k) Plan in MD (617 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($696M here).

Similar participant headcount

Nearest other-state filings by covered participants (617 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Guardian Life Employees Incentive Savings Plan assets move in 2024? ▼
Guardian Life Employees Incentive Savings Plan edged up modestly - up 2.1% during 2024, from $682M to $696M. Reported net income was $15M.
How have The Guardian Life Insurance Company of America plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Guardian Life Insurance Company of America's sponsor-wide assets grew 10.1%, from $3.7B to $4.0B.
Where does Guardian Life Employees Incentive Savings Plan rank by assets among Form 5500 filers? ▼
Guardian Life Employees Incentive Savings Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Guardian Life Employees Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Gates Matchmaker Plan in CO ($696M, 3,800 participants).
Which 401(k) plans cover a similar participant headcount to Guardian Life Employees Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sh Franchising, LLC 401(k) Plan in MD (617 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 135123390.

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.