Defined Benefit (Pension) · DOL Form 5500 · 2024
The Guardian Life Insurance Company of America Pension Plan
Data updated 2026-08-25
- $536M
- Total assets Above avg plan size
- 1,941
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $276,070
- Avg per participant High balance/head
Official DOL plan name: The Guardian Field Representative Employees' Retirement Plan · Sponsored by The Guardian Life Insurance Company of America · New York · Finance & Insurance
$536M in assets, 1,941 participants
The Guardian Life Insurance Company of America's The Guardian Field Representative Employees' Retirement Plan reported $536M in total assets and 1,941 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.
- #8,152 in Finance & Insurance (8,549 peers)
Coverage in New York
The Guardian Field Representative Employees' Retirement Plan covers 1,941 participants in New York, 2.4x the typical New York plan (state average ~798 per filing). Assets: $536M.
- #8,152
- in Finance & Insurance (8,549 peers)
- -2.3%
- assets change YoY
- 5.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Guardian Field Representative Employees' Retirement Plan's outsized position by total assets
The Guardian Field Representative Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$535,852,148 Top 3% higher than 97% 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
The Guardian Field Representative Employees' Retirement 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. The Guardian Field Representative Employees' Retirement Plan lands in the large band (1,941 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Guardian Field Representative Employees' Retirement Plan reported net income fell from $918K in the plan year 2023 filing to -$13M in the plan year 2024 filing.
- The Guardian Field Representative Employees' Retirement Plan reported participants rose from 1,889 in the plan year 2023 filing to 1,941 in the plan year 2024 filing.
- The Guardian Field Representative Employees' Retirement Plan end-of-year assets fell from $549M in the plan year 2023 filing to $536M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 135123390 · The Guardian Life Insurance Company of America PY 2024 · Defined Benefit (Pension)
The Guardian Field Representative Employees' Retirement Plan · $536M · 1,941 · 97th
- TYPE $536M
- TYPE 1,941
- TYPE 97th
- TYPE Defined Benefit (Pension)
- TYPE near General Dynamics Retirement Plan (Land Systems)
- TYPE ind #8152
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 →
The Guardian Field Representative Employees' Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $549M |
|---|---|
| Net Assets (End of Year) | $536M |
| Net Income | -$13M |
| Employer EIN | 135123390 |
| Plan Effective Date | 1951-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 13,971 | $3.7B |
| 2023 | 5 | 13,791 | $3.9B |
| 2024 | 5 | 12,888 | $4.0B |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
The Guardian Field Representative Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is General Dynamics Retirement Plan (Land Systems) in VA ($536M); by covered participants it is Brightspeed Pension Plan in NC (1,928 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($536M here).
- General Dynamics Retirement Plan (Land Systems) (VA) $536M · 1,027
- Finra Employees Retirement Plan (DC) $535M · 1,224
- American National Insurance Company Employees Retirement Plan (TX) $535M · 1,047
- Alaska Teamster-Employer Pension Trust (AK) $534M · 3,901
Similar participant headcount
Nearest other-state filings by covered participants (1,941 participants); asset peers above are excluded.
- Brightspeed Pension Plan (NC) 1,928 · 13 off
- Blue Cross and Blue Shield of Alabama Retirement Plan (AL) 1,955 · 14 off
- Conagra Brands, Inc. Pension Plan for Hourly Rate Production Employees (IL) 1,920 · 21 off
- Retirement Plan for Employees of the Univ of Miami (FL) 1,919 · 22 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.