401(k) · DOL Form 5500 · 2024

National Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
691
Participants Below avg headcount
87th
Percentile by assets National rank
$95,092
Avg per participant Below avg balance/head
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Official DOL plan name: National Life Insurance Company Agents Retirement Plan · Sponsored by National Life Insurance Company · Vermont · Finance & Insurance

$66M in assets, 691 participants

National Life Insurance Company's National Life Insurance Company Agents Retirement Plan reported $66M in total assets and 691 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #6,836 in Finance & Insurance (8,549 peers)

Coverage in Vermont

National Life Insurance Company Agents Retirement Plan covers 691 participants in Vermont, 2.8x the typical Vermont plan (state average ~245 per filing). Assets: $66M.

#6,836
in Finance & Insurance (8,549 peers)
+7.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

National Life Insurance Company Agents Retirement Plan's outsized position by total assets

National Life Insurance Company Agents Retirement Plan vs every filed plan by assets

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

$65,708,902 Top 13% higher than 87% 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

National Life Insurance Company Agents Retirement 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. National Life Insurance Company Agents Retirement Plan sits mid-pack in the medium band (691 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • National Life Insurance Company Agents Retirement Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • National Life Insurance Company Agents Retirement Plan end-of-year assets rose from $61M in the plan year 2023 filing to $66M in the plan year 2024 filing.
  • National Life Insurance Company Agents Retirement Plan reported participants fell from 706 in the plan year 2023 filing to 691 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 030144090 · National Life Insurance Company PY 2024 · 401(k)

National Life Insurance Company Agents Retirement Plan · $66M · 691 · 87th

  • EIN $66M
  • EIN 691
  • EIN 87th
  • EIN 401(k)
  • EIN near Aviation Capital Group 401(k) Plan
  • EIN ind #6836

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 Vermont →

National Life Insurance Company Agents Retirement Plan in the asset neighbourhood

Denali Therapeutics 401(k) PlanDenali Therapeutics 401(k) P…$66MAro Drilling 401(k) Plan$66MNational Life Insurance Company Agents Retirement PlanNational Life Insurance Comp…$66MAviation Capital Group 401(k) PlanAviation Capital Group 401(k…$66MMeaden & Moore Employees' 401(k) Retirement Savings PlanMeaden & Moore Employees' 40…$66M
End-of-year total assets ($M) among National Life Insurance Company Agents Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Vermont filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$66M
Net Income$5M
Employer EIN030144090
Plan Effective Date1995-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Life Insurance Company)

Sponsor-wide plan assets over time

All National Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$401M 21.617216651171475% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $330M $401M ▲ +21.6%
Year Plans Participants Total Assets
2022 3 1,858 $330M
2023 3 1,936 $359M
2024 2 2,088 $401M

Nearby 401(k) Plans in Vermont

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

National Life Insurance Company Agents Retirement Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants National Life Insurance Company Agents Retirement Plan, Total assets ($B): 0.065708902 · Participants: 691National Life Insurance Company Agents Retirement PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 2.219723296 · Participants: 12486The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.335306385 · Participants: 1397National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.243285831 · Participants: 520Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.175195216 · Participants: 534Husky Retirement SavingsCasella Waste Systems 401(k) Plan, Total assets ($B): 0.160906631 · Participants: 3488Casella Waste Systems 401(k) Plan
National Life Insurance Company Agents Retirement Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare National Life Insurance Company Agents Retirement Plan side-by-side with 3 peers →

National Life Insurance Company Agents Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Aviation Capital Group 401(k) Plan in CA ($66M); by covered participants it is Animal Supply Company LLC 401(k) Retirement Plan in TX (691 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($66M here).

Similar participant headcount

Nearest other-state filings by covered participants (691 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 National Life Insurance Company Agents Retirement Plan assets move in 2024? ▼
National Life Insurance Company Agents Retirement Plan grew at a solid clip - up 7.5% during 2024, from $61M to $66M. Reported net income was $5M.
How have National Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Life Insurance Company's sponsor-wide assets grew 21.6%, from $330M to $401M.
Where does National Life Insurance Company Agents Retirement Plan rank by assets among Form 5500 filers? ▼
National Life Insurance Company Agents Retirement Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to National Life Insurance Company Agents Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aviation Capital Group 401(k) Plan in CA ($66M, 94 participants).
Which 401(k) plans cover a similar participant headcount to National Life Insurance Company Agents Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Animal Supply Company LLC 401(k) Retirement Plan in TX (691 participants, $39M 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 030144090.

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.