Defined Benefit (Pension) · DOL Form 5500 · 2024

The Guardian Life Insurance Company of America Pension Plan

Data updated 2026-08-11

$536M
Total assets
1,941
Participants
97th
Percentile by assets
$276,070
Avg per participant
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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.

  • 97th percentile by assets (of 123,622 plans)
  • #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.

$536M
total plan assets (2024 EOY)
1,941
covered participants
97th
percentile by assets (of 123,622 plans)
$276,070
avg assets per participant

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.

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.

See the national 2023→2024 release diff →

State

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. The Guardian Field Representative Employees' Retirement Plan reports 1,941 participants - 2.4x that state average ($536M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$549M
Net Assets (End of Year)$536M
Net Income-$13M
Employer EIN135123390
Plan Effective Date1951-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Guardian Life Insurance Company of America)

$3.6B$3.8B$4B$4.2B 202220232024 $3.66B $4.03B ▲ +10.1%
Total plan assets by year, all The Guardian Life Insurance Company of America plans on file
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.

The Guardian Field Representative Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

The Guardian Field Representative Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The Guardian Field R…IBM Personal Pension…1199seiu Health Care…Consolidated Edison …Pfizer Consolidated …GE Energy Pension Plan
The Guardian Field Representative Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to The Guardian Field Representative Employees' Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did The Guardian Field Representative Employees' Retirement Plan assets move in 2024?
The Guardian Field Representative Employees' Retirement Plan edged down modestly - down 2.3% during 2024, from $549M to $536M. Reported net income was -$13M.
How have The Guardian Life Insurance Company of America plan assets changed over time?
Across 3 plan years on file (2022-2024), The Guardian Life Insurance Company of America's sponsor-wide assets grew 10.1%, from $3.7B to $4.0B.
Where does The Guardian Field Representative Employees' Retirement Plan rank by assets among Form 5500 filers?
The Guardian Field Representative Employees' Retirement Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Guardian Field Representative Employees' Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is General Dynamics Retirement Plan (Land Systems) in VA ($536M, 1,027 participants).

Next read for The Guardian Field Representative Employ…

Filing takeaways

Ways to act on The Guardian Field Representative Employees' Retirement Plan's numbers.

  • By total assets, The Guardian Field Representative Employees' Retirement Plan 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 New York. Compare plans
  • The Guardian Life Insurance Company of America's sponsor-wide assets have grown 10.1% since 2022 across 3 plan years on file. More Finance & Insurance plans