Defined Benefit (Pension) · DOL Form 5500 · 2024
National Guardian Life Insurance Company Pension Plan
Data updated 2026-08-25
- $69M
- Total assets Below avg plan size
- 206
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $332,607
- Avg per participant High balance/head
Official DOL plan name: National Guardian Life Insurance Company Pension Plan for Employees · Sponsored by National Guardian Life Insurance Company · Wisconsin · Finance & Insurance
$69M in assets, 206 participants
National Guardian Life Insurance Company's National Guardian Life Insurance Company Pension Plan for Employees reported $69M in total assets and 206 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #6,878 in Finance & Insurance (8,549 peers)
Coverage in Wisconsin
National Guardian Life Insurance Company Pension Plan for Employees covers 206 participants in Wisconsin, about 37% of the average Wisconsin filer (state average ~563 per filing). Assets: $69M.
- #6,878
- in Finance & Insurance (8,549 peers)
- -10.2%
- assets change YoY
- 0.7×
- 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.
National Guardian Life Insurance Company Pension Plan for Employees's outsized position by total assets
National Guardian Life Insurance Company Pension Plan for Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$68,517,003 Top 13% higher than 87% 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 Guardian Life Insurance Company 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 Guardian Life Insurance Company Pension Plan for Employees sits mid-pack in the medium band (206 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- National Guardian Life Insurance Company Pension Plan for Employees reported net income fell from -$1M in the plan year 2023 filing to -$8M in the plan year 2024 filing.
- National Guardian Life Insurance Company Pension Plan for Employees end-of-year assets fell from $76M in the plan year 2023 filing to $69M in the plan year 2024 filing.
- National Guardian Life Insurance Company Pension Plan for Employees reported participants fell from 218 in the plan year 2023 filing to 206 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 390493780 · National Guardian Life Insurance Company PY 2024 · Defined Benefit (Pension)
National Guardian Life Insurance Company Pension Plan for Employees · $69M · 206 · 87th
- BOY $69M
- BOY 206
- BOY 87th
- BOY Defined Benefit (Pension)
- BOY near The Burke Rehabilitation Hospital Retirement Plan
- BOY ind #6878
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 Wisconsin →
National Guardian Life Insurance Company Pension Plan for Employees in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $69M |
| Net Income | -$8M |
| Employer EIN | 390493780 |
| Plan Effective Date | 1935-01-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Guardian Life Insurance Company)
Sponsor-wide plan assets over time
All National Guardian Life Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $133M 6.600930470420728% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 630 | $125M |
| 2023 | 2 | 543 | $131M |
| 2024 | 2 | 532 | $133M |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.5B · 10,236
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,254
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,653
- Harley-Davidson Retirement Plan $1.9B · 1,414
- North Central States Regional Council of Carpenters Pension Fund $1.8B · 5,105
National Guardian Life Insurance Company Pension Plan for Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is The Burke Rehabilitation Hospital Retirement Plan in NY ($69M); by covered participants it is Swift Pension Plan in VA (206 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($69M here).
Similar participant headcount
Nearest other-state filings by covered participants (206 participants); asset peers above are excluded.
- Swift Pension Plan (VA) 206 · 0 off
- Robertson-Ceco Corporation Master Pension Plan (TX) 206 · 0 off
- Houghton Mifflin Retirement Plan (MA) 206 · 0 off
- Shopmen Local Union 502 Pension Plan (PA) 206 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.