Defined Benefit (Pension) · DOL Form 5500 · 2024

National Guardian Life Insurance Company Pension Plan

Data updated 2026-08-11

$69M
Total assets
206
Participants
87th
Percentile by assets
$332,607
Avg per participant
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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.

  • 87th percentile by assets (of 123,622 plans)
  • #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.

$69M
total plan assets (2024 EOY)
206
covered participants
87th
percentile by assets (of 123,622 plans)
$332,607
avg assets per participant

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.

Where National Guardian Life Insurance Company Pension Plan for Employees sits 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

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

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.

See the national 2023→2024 release diff →

State
Wisconsin
Industry
Finance & Insurance

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. National Guardian Life Insurance Company Pension Plan for Employees reports 206 participants - about 37% of that state average ($69M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$69M
Net Income-$8M
Employer EIN390493780
Plan Effective Date1935-01-02
Filing StatusFILING RECEIVED

Sponsor Plan History (National Guardian Life Insurance Company)

$120M$125M$130M$135M 202220232024 $125M $133M ▲ +6.6%
Total plan assets by year, all National Guardian Life Insurance Company plans on file
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.

National Guardian Life Insurance Company Pension Plan for Employees vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants National Guardian Li…, Total assets ($B): 0.068517003 · Participants: 206National Guardian Li…Building Trades Unit…, Total assets ($B): 3.531588718 · Participants: 10236Building Trades Unit…The Northwestern Mut…, Total assets ($B): 3.254287792 · Participants: 8254The Northwestern Mut…The Northwestern Mut…, Total assets ($B): 2.075823689 · Participants: 7653The Northwestern Mut…Harley-Davidson Reti…, Total assets ($B): 1.851962731 · Participants: 1414Harley-Davidson Reti…North Central States…, Total assets ($B): 1.83166949 · Participants: 5105North Central States…
National Guardian Life Insurance Company Pension Plan for Employees vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare National Guardian Life Insurance Company… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to National Guardian Life Insurance Company Pension Plan for Employees by total assets, not by location.

Frequently Asked Questions

How did National Guardian Life Insurance Company Pension Plan for Employees assets move in 2024? ▼
National Guardian Life Insurance Company Pension Plan for Employees pulled back noticeably - down 10.2% during 2024, from $76M to $69M. Reported net income was -$8M.
How have National Guardian Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Guardian Life Insurance Company's sponsor-wide assets grew 6.6%, from $125M to $133M.
Where does National Guardian Life Insurance Company Pension Plan for Employees rank by assets among Form 5500 filers? ▼
National Guardian Life Insurance Company Pension Plan for Employees ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to National Guardian Life Insurance Company Pension Plan for Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Burke Rehabilitation Hospital Retirement Plan in NY ($69M, 226 participants).

Next read for National Guardian Life Insurance Company…

Filing takeaways

Ways to act on National Guardian Life Insurance Company Pension Plan for Employees's numbers.

  • By total assets, National Guardian Life Insurance Company Pension Plan for Employees ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Wisconsin. Compare plans
  • National Guardian Life Insurance Company's sponsor-wide assets have grown 6.6% since 2022 across 3 plan years on file. More Finance & Insurance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390493780.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.