Money Purchase · DOL Form 5500 · 2024
The Variable Annuity Life Insurance Company Money Purchase Plan
Data updated 2026-08-11
- $17M
- Total assets
- 99
- Participants
- 67th
- Percentile by assets
- $173,586
- Avg per participant
Official DOL plan name: Valic Agents and Managers Retirement Plan · Sponsored by The Variable Annuity Life Insurance Company · Texas · Finance & Insurance
$17M in assets, 99 participants
The Variable Annuity Life Insurance Company's Valic Agents and Managers Retirement Plan reported $17M in total assets and 99 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- 67th percentile by assets (of 123,622 plans)
- #4,423 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
Valic Agents and Managers Retirement Plan holds $17M for 99 participants - about $173,586 per participant, above the median plan by assets.
- $17M
- total plan assets (2024 EOY)
- 99
- covered participants
- 67th
- percentile by assets (of 123,622 plans)
- $173,586
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Valic Agents and Managers Retirement Plan reported net income fell from $537K in the plan year 2023 filing to $324K in the plan year 2024 filing.
- Valic Agents and Managers Retirement Plan reported participants fell from 109 in the plan year 2023 filing to 99 in the plan year 2024 filing.
- Valic Agents and Managers Retirement Plan end-of-year assets rose from $17M in the plan year 2023 filing to $17M in the plan year 2024 filing.
Money Purchase filing for Valic Agents and Managers Retirement Plan
Money Purchase filing for plan year 2024: EIN 741625348 ; effective since 1970-07-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $324K |
| Employer EIN | 741625348 |
| Plan Effective Date | 1970-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Variable Annuity Life Insurance Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 130 | $16M |
| 2023 | 1 | 109 | $17M |
| 2024 | 1 | 99 | $17M |
Nearby Money Purchase Plans in Texas
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Valic Agents and Managers Retirement Plan vs. nearby Money Purchase plans in Texas, assets vs. participants
- Occidental Petroleum Corporation Retirement Plan $1.3B · 7,877
- Alcon Retirement Plan $1.1B · 9,762
- William Marsh Rice University Defined Contribution Retirement Plan $930M · 6,787
- Apache Corporation Money Purchase Retirement Plan $271M · 1,492
- Greater Texas IBEW NECA Annuity Plan $165M · 1,845
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Valic Agents and Managers Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Valic Agents and Managers Retirement Plan assets move in 2024? ▼
How have The Variable Annuity Life Insurance Company plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Valic Agents and Managers Retirement Plan? ▼
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Filing takeaways
Ways to act on Valic Agents and Managers Retirement Plan's numbers.
- By total assets, Valic Agents and Managers Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Texas. Compare plans
- The Variable Annuity Life Insurance Company's sponsor-wide assets have grown 5.3% since 2022 across 3 plan years on file. More Finance & Insurance plans