401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$444M
Total assets Above avg plan size
2,546
Participants Above avg headcount
97th
Percentile by assets National rank
$174,512
Avg per participant Above avg balance/head
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Official DOL plan name: Guardian Cooperative Investment Plan · Sponsored by The Guardian Life Insurance Company of America · New York · Finance & Insurance

$444M in assets, 2,546 participants

The Guardian Life Insurance Company of America's Guardian Cooperative Investment Plan reported $444M in total assets and 2,546 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,083 in Finance & Insurance (8,549 peers)

Coverage in New York

Guardian Cooperative Investment Plan covers 2,546 participants in New York, 3.2x the typical New York plan (state average ~798 per filing). Assets: $444M.

#8,083
in Finance & Insurance (8,549 peers)
+9.9%
assets growth YoY
4.5×
vs typical plan assets (national mean)

Guardian Cooperative Investment Plan's outsized position by total assets

Guardian Cooperative Investment Plan vs every filed plan by assets

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

$444,307,495 Top 3% higher than 97% 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 Cooperative 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. Guardian Cooperative Investment Plan lands in the large band (2,546 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Guardian Cooperative Investment Plan end-of-year assets rose from $404M in the plan year 2023 filing to $444M in the plan year 2024 filing.
  • Guardian Cooperative Investment Plan reported net income fell from $45M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Guardian Cooperative Investment Plan reported participants rose from 2,377 in the plan year 2023 filing to 2,546 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

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

Guardian Cooperative Investment Plan · $444M · 2,546 · 97th

  • 5500 $444M
  • 5500 2,546
  • 5500 97th
  • 5500 401(k)
  • 5500 near Weir Group, Inc. 401(k) Plan
  • 5500 ind #8083

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 Cooperative Investment Plan in the asset neighbourhood

Guardian Cooperative Investment PlanGuardian Cooperative Investm…$444MWeir Group, Inc. 401(k) Plan$444MLamb Weston, Inc. 401(k) Plan for Salaried and Hourly EmployeesLamb Weston, Inc. 401(k) Pla…$444MWestern Alliance Bancorporation 401(k) PlanWestern Alliance Bancorporat…$444MCooper-Standard Automotive Inc. Enhanced Investment Savings PlanCooper-Standard Automotive I…$444M
End-of-year total assets ($M) among Guardian Cooperative Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$404M
Net Assets (End of Year)$444M
Net Income$41M
Employer EIN135123390
Plan Effective Date1970-10-01
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 Cooperative Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Guardian Cooperative Investment Plan, Total assets ($B): 0.444307495 · Participants: 2546Guardian Cooperative Investment 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 Cooperative Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Guardian Cooperative Investment Plan side-by-side with 3 peers →

Guardian Cooperative Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Weir Group, Inc. 401(k) Plan in TX ($444M); by covered participants it is Ati Retirement Plan in TX (2,546 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,546 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 Cooperative Investment Plan assets move in 2024? ▼
Guardian Cooperative Investment Plan grew at a solid clip - up 9.9% during 2024, from $404M to $444M. Reported net income was $41M.
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 Cooperative Investment Plan rank by assets among Form 5500 filers? ▼
Guardian Cooperative Investment Plan ranks in the 97th 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 Cooperative Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Weir Group, Inc. 401(k) Plan in TX ($444M, 1,770 participants).
Which 401(k) plans cover a similar participant headcount to Guardian Cooperative Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ati Retirement Plan in TX (2,546 participants, $373M 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.