Defined Benefit (Pension) · DOL Form 5500 · 2024
National Western Life Insurance Co. Pension Plan
Data updated 2026-08-11
- $22M
- Total assets
- 54
- Participants
- 72nd
- Percentile by assets
- $401,988
- Avg per participant
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.
- 72nd percentile by assets (of 123,622 plans)
- #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.
- $22M
- total plan assets (2024 EOY)
- 54
- covered participants
- 72nd
- percentile by assets (of 123,622 plans)
- $401,988
- avg assets per participant
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.
National Western Life Insurance Co. across 3 plan years on file
Across the 3 plan years National Western Life Insurance Co. has on file (2022-2024), sponsor-wide plan assets have moved from $56M to $65M, a gain of 17.2%, while reported participants moved from 395 to 398 (+0.8%). Peak year by sponsor assets: 2023 ($66M); trough: 2022 ($56M).
National Western Life Insurance Co. multi-year asset trail
| 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 EIN | 840467208 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING 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
- AT&T Pension Benefit Plan $28.3B · 100,400
- Exxonmobil Pension Plan $12.1B · 22,000
- Chevron Retirement Plan $9.7B · 21,297
- Shell Pension Plan $9.7B · 12,688
- Caterpillar Inc. Retirement Income Plan $9.2B · 11,498
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to National Western Life Insurance Company Pension Plan by total assets, not by location.
- American Farm Bureau Federation and Affiliated Companies Employees' Retirement Plan (DC) $22M · 99
- The Fiesta Tableware Company Salaried Employees Pension Plan (WV) $22M · 66
- Babson Bros. Co. Pension Plan (IL) $22M · 34
- Heritage Family Federal Credit Union Defined Benefit Plan and Trust (VT) $22M · 104
Frequently Asked Questions
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Multi-year trail
Ways to act on National Western Life Insurance Company Pension Plan's numbers.
- By total assets, National Western Life Insurance Company Pension Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Texas. Compare plans
- National Western Life Insurance Co.'s sponsor-wide assets have grown 17.2% since 2022 across 3 plan years on file. More Finance & Insurance plans