Defined Benefit (Pension) · DOL Form 5500 · 2024
Nlv Financial Corporation Pension Plan
Data updated 2026-08-11
- $309M
- Total assets
- 726
- Participants
- 96th
- Percentile by assets
- $425,590
- Avg per participant
Official DOL plan name: National Life Group Pension Plan for Employees · Sponsored by Nlv Financial Corporation · Vermont · Management of Enterprises
$309M in assets, 726 participants
Nlv Financial Corporation's National Life Group Pension Plan for Employees reported $309M in total assets and 726 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 123,622 plans)
- #992 in Management of Enterprises (1,133 peers)
Coverage in Vermont
National Life Group Pension Plan for Employees covers 726 participants in Vermont, 3.0x the typical Vermont plan (state average ~245 per filing). Assets: $309M.
- $309M
- total plan assets (2024 EOY)
- 726
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $425,590
- avg assets per participant
The plan reported a net loss of $14M 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
- National Life Group Pension Plan for Employees reported net income fell from $13M in the plan year 2023 filing to -$14M in the plan year 2024 filing.
- National Life Group Pension Plan for Employees reported participants fell from 789 in the plan year 2023 filing to 726 in the plan year 2024 filing.
- National Life Group Pension Plan for Employees end-of-year assets fell from $323M in the plan year 2023 filing to $309M in the plan year 2024 filing.
Participants vs Vermont filers
In Vermont, the average filing covers about 245 participants across 327 plans. National Life Group Pension Plan for Employees reports 726 participants - 3.0x that state average ($309M EOY assets).
Vermont filing particulars
| Total Assets (Beginning of Year) | $323M |
|---|---|
| Net Assets (End of Year) | $309M |
| Net Income | -$14M |
| Employer EIN | 030359222 |
| Plan Effective Date | 1938-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nlv Financial Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 856 | $310M |
| 2023 | 1 | 789 | $323M |
| 2024 | 1 | 726 | $309M |
Nearby Defined Benefit (Pension) Plans in Vermont
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
National Life Group Pension Plan for Employees vs. nearby Defined Benefit (Pension) plans in Vermont, assets vs. participants
- Employees' Retirement Plan of Green Mountain Power Corporation $149M · 214
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont $64M · 324
- Vermont Mutual Insurance Company Employees' Pension Plan $58M · 70
- Vermont Electric Power Company Pension Plan $29M · 51
- Heritage Family Federal Credit Union Defined Benefit Plan and Trust $22M · 104
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to National Life Group Pension Plan for Employees by total assets, not by location.
- Akin Gump Strauss Hauer & Feld Partners' Retirement Plan (TX) $309M · 291
- King & Spalding LLP Cash Balance Pension Plan (GA) $309M · 210
- Pennsylvania State Education Association Pension Plan (PA) $310M · 257
- Belk Pension Plan (NC) $310M · 724
Frequently Asked Questions
How did National Life Group Pension Plan for Employees assets move in 2024? ▼
How have Nlv Financial Corporation plan assets changed over time? ▼
Where does National Life Group Pension Plan for Employees rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to National Life Group Pension Plan for Employees? ▼
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Filing takeaways
Ways to act on National Life Group Pension Plan for Employees's numbers.
- By total assets, National Life Group Pension Plan for Employees ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Vermont. Compare plans
- Nlv Financial Corporation's sponsor-wide assets have declined 0.2% since 2022 across 3 plan years on file. More Management of Enterprises plans