Defined Benefit (Pension) · DOL Form 5500 · 2024

National Western Life Insurance Co. Pension Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
54
Participants Small participant base
72nd
Percentile by assets National rank
$401,988
Avg per participant High balance/head
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Official DOL plan name: National Western Life Insurance Company Pension Plan · Sponsored by National Western Life Insurance Co. · Texas · Finance & Insurance

$22M in assets, 54 participants

National Western Life Insurance Co.'s National Western Life Insurance Company Pension Plan reported $22M in total assets and 54 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,896 in Finance & Insurance (8,549 peers)

National Western Life Insurance Co. multi-year trail

National Western Life Insurance Co.'s plans moved +17.2% in assets from 2022 to 2024; this filing shows National Western Life Insurance Company Pension Plan at $22M / 54 participants.

#4,896
in Finance & Insurance (8,549 peers)
+7.7%
assets growth YoY

National Western Life Insurance Company Pension Plan's outsized position by total assets

National Western Life Insurance Company Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$21,707,375 Top 28% higher than 72% of 123,620 filed plans

This plan $0 $2,050,000,000 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

National Western Life Insurance Company Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Western Life Insurance Company Pension Plan is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • National Western Life Insurance Company Pension Plan reported participants fell from 62 in the plan year 2023 filing to 54 in the plan year 2024 filing.
  • National Western Life Insurance Company Pension Plan end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • National Western Life Insurance Company Pension Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 840467208 · National Western Life Insurance Co. PY 2024 · Defined Benefit (Pension)

National Western Life Insurance Company Pension Plan · $22M · 54 · 72nd

  • TYPE $22M
  • TYPE 54
  • TYPE 72nd
  • TYPE Defined Benefit (Pension)
  • TYPE near American Farm Bureau Federation and Affiliated Companies Employees' Retirement Plan
  • TYPE ind #4896

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 Texas →

National Western Life Insurance Company Pension Plan in the asset neighbourhood

Heritage Family Federal Credit Union Defined Benefit Plan and TrustHeritage Family Federal Cred…$22MBabson Bros. Co. Pension Plan$22MNational Western Life Insurance Company Pension PlanNational Western Life Insura…$22MAmerican Farm Bureau Federation and Affiliated Companies Employees' Retirement PlanAmerican Farm Bureau Federat…$22MThe Fiesta Tableware Company Salaried Employees Pension PlanThe Fiesta Tableware Company…$22M
End-of-year total assets ($M) among National Western Life Insurance Company Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

National Western Life Insurance Co. multi-year asset trail

Sponsor-wide plan assets over time

All National Western Life Insurance Co. plans reported in each filing year

Latest sponsor-wide plan assets
$65M 17.154260376723364% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $55.8M $65.4M ▲ +17.2%
Year Plans Participants Total Assets
2022 2 395 $56M
2023 2 384 $66M
2024 2 398 $65M

National Western Life Insurance Co. filing trail (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN840467208
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

National Western Life Insurance Company Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants National Western Life Insurance Company Pension Plan, Total assets ($B): 0.021707375 · Participants: 54National Western Life Insurance Company Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
National Western Life Insurance Company Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare National Western Life Insurance Company Pension Plan side-by-side with 3 peers →

National Western Life Insurance Company Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is American Farm Bureau Federation and Affiliated Companies Employees' Retirement Plan in DC ($22M); by covered participants it is Credit Union West Retirement Pension Plan in AZ (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did National Western Life Insurance Company Pension Plan assets move in 2024? ▼
National Western Life Insurance Company Pension Plan grew at a solid clip - up 7.7% during 2024, from $20M to $22M. Reported net income was $2M.
How have National Western Life Insurance Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Western Life Insurance Co.'s sponsor-wide assets grew 17.2%, from $56M to $65M.
Which Defined Benefit (Pension) plans are similar in size to National Western Life Insurance Company Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is American Farm Bureau Federation and Affiliated Companies Employees' Retirement Plan in DC ($22M, 99 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to National Western Life Insurance Company Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Credit Union West Retirement Pension Plan in AZ (54 participants, N/A in assets).

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 840467208.

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.