Defined Benefit (Pension) · DOL Form 5500 · 2024
New England Life Insurance Company Pension Plan
Data updated 2026-08-25
- $141M
- Total assets Near avg plan size
- N/A
- Participants Small participant base
- 93rd
- Percentile by assets National rank
Official DOL plan name: New England Agency Employees' Retirement Plan · Sponsored by New England Life Insurance Company · North Carolina · Finance & Insurance
$141M in assets, N/A participants
New England Life Insurance Company's New England Agency Employees' Retirement Plan reported $141M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,544 in Finance & Insurance (8,549 peers)
Where New England Agency Employees' Retirement Plan sits by assets
New England Agency Employees' Retirement Plan sits in the top 10% of all filed plans by assets, $141M for N/A participants, down 0.9% in 2024.
- #7,544
- in Finance & Insurance (8,549 peers)
- -0.9%
- assets change YoY
- 1.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
New England Agency Employees' Retirement Plan's outsized position by total assets
New England Agency Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$140,792,152 Top 7% higher than 93% 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
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- New England Agency Employees' Retirement Plan reported net income fell from $3M in the plan year 2023 filing to -$8M in the plan year 2024 filing.
- New England Agency Employees' Retirement Plan end-of-year assets fell from $142M in the plan year 2023 filing to $141M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 042708937 · New England Life Insurance Company PY 2024 · Defined Benefit (Pension)
New England Agency Employees' Retirement Plan · $141M · N/A · 93rd
- VS-ST $141M
- BOY N/A
- SCH 93rd
- EBSA Defined Benefit (Pension)
- PART near Capital City Bank Group, Inc. Retirement Plan
- TYPE ind #7544
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 North Carolina →
New England Agency Employees' Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $142M |
|---|---|
| Net Assets (End of Year) | $126M |
| Net Income | -$8M |
| Employer EIN | 042708937 |
| Plan Effective Date | 1953-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New England Life Insurance Company)
Sponsor-wide plan assets over time
All New England Life Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $225M 3.901039696056735% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | N/A | $234M |
| 2023 | 2 | N/A | $230M |
| 2024 | 2 | N/A | $225M |
Nearby Defined Benefit (Pension) Plans in North Carolina
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Honeywell Retirement Earnings Plan $16.6B · 9,923
- Truist Financial Corporation Pension Plan $14.7B · 38,548
- Duke Energy Retirement Cash Balance Plan $4.7B · 13,576
- Employees' Retirement Plan of Duke University $2.8B · 22,655
- The Hearst Corporation Retirement Plan $2.4B · 1,745
New England Agency Employees' Retirement Plan's closest out-of-state Defined Benefit (Pension) peers by assets
Outside North Carolina, the nearest Defined Benefit (Pension) by end-of-year assets is Capital City Bank Group, Inc. Retirement Plan in FL at $141M (this filing: $141M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($141M here).
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.