Defined Benefit (Pension) · DOL Form 5500 · 2024
Nlv Financial Corporation Pension Plan
Data updated 2026-08-25
- $309M
- Total assets Above avg plan size
- 726
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $425,590
- Avg per participant High balance/head
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.
- #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.
- #992
- in Management of Enterprises (1,133 peers)
- -4.3%
- assets change YoY
- 3.1×
- vs typical plan assets (national mean)
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.
National Life Group Pension Plan for Employees's outsized position by total assets
National Life Group Pension Plan for Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$308,978,460 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
National Life Group Pension Plan for Employees 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 Group Pension Plan for Employees sits mid-pack in the medium band (726 participants).
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.
EBSA filing schedule strip
Filing strip 030359222 · Nlv Financial Corporation PY 2024 · Defined Benefit (Pension)
National Life Group Pension Plan for Employees · $309M · 726 · 96th
- NET $309M
- BOOK 726
- VS-ST 96th
- BOY Defined Benefit (Pension)
- SCH near Akin Gump Strauss Hauer & Feld Partners' Retirement Plan
- EBSA ind #992
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 Management of Enterprises retirement plans → · Plans in Vermont →
National Life Group Pension Plan for Employees in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Nlv Financial Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $309M 0.23940982040679587% vs 2022
- 2024 filing year
| 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.
- 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
National Life Group Pension Plan for Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Vermont, the nearest Defined Benefit (Pension) by assets is Akin Gump Strauss Hauer & Feld Partners' Retirement Plan in TX ($309M); by covered participants it is Pension Plan for Certain Hourly Ees of Alcoa USA Corp. in PA (726 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($309M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (726 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.