401(k) · DOL Form 5500 · 2024

National Western Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
344
Participants Below avg headcount
83rd
Percentile by assets National rank
$127,000
Avg per participant Near avg balance/head
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Official DOL plan name: National Western Life Insurance Company 401(k) Plan · Sponsored by National Western Life Insurance Company · Texas · Finance & Insurance

$44M in assets, 344 participants

National Western Life Insurance Company's National Western Life Insurance Company 401(k) Plan reported $44M in total assets and 344 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,238 in Finance & Insurance (8,549 peers)

Where National Western Life Insurance Company 401(k) Plan sits by assets

National Western Life Insurance Company 401(k) Plan sits in the top quartile of all filed plans by assets, $44M for 344 participants (~$127,000/participant), down 3.9% in 2024.

#6,238
in Finance & Insurance (8,549 peers)
-3.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

National Western Life Insurance Company 401(k) Plan's outsized position by total assets

National Western Life Insurance Company 401(k) Plan vs every filed plan by assets

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

$43,688,139 Top 17% higher than 83% 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 401(k) Plan 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 Western Life Insurance Company 401(k) Plan sits mid-pack in the medium band (344 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • National Western Life Insurance Company 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • National Western Life Insurance Company 401(k) Plan reported participants rose from 322 in the plan year 2023 filing to 344 in the plan year 2024 filing.
  • National Western Life Insurance Company 401(k) Plan end-of-year assets fell from $45M in the plan year 2023 filing to $44M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 840467208 · National Western Life Insurance Company PY 2024 · 401(k)

National Western Life Insurance Company 401(k) Plan · $44M · 344 · 83rd

  • VS-ST $44M
  • VS-ST 344
  • VS-ST 83rd
  • VS-ST 401(k)
  • VS-ST near Colonna's Shipyard, Inc. Retirement Plan
  • VS-ST ind #6238

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 401(k) Plan in the asset neighbourhood

National Western Life Insurance Company 401(k) PlanNational Western Life Insura…$44MColonna's Shipyard, Inc. Retirement PlanColonna's Shipyard, Inc. Ret…$44MCommuteair 401(k) Retirement PlanCommuteair 401(k) Retirement…$44MMuller Engineering Company, Inc. 401(k) PlanMuller Engineering Company, …$44MWilson Trailer Company Retirement Plan for Production EmployeesWilson Trailer Company Retir…$44M
End-of-year total assets ($M) among National Western Life Insurance Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$44M
Net Income-$2M
Employer EIN840467208
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Western Life Insurance Company)

Sponsor-wide plan assets over time

All National Western Life Insurance Company 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

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

National Western Life Insurance Company 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants National Western Life Insurance Company 401(k) Plan, Total assets ($B): 0.043688139 · Participants: 344National Western Life Insurance Company 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
National Western Life Insurance Company 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare National Western Life Insurance Company 401(k) Plan side-by-side with 3 peers →

National Western Life Insurance Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Colonna's Shipyard, Inc. Retirement Plan in VA ($44M); by covered participants it is Missouri Prime Beef Packers, LLC 401(k) Plan in MO (344 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (344 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 401(k) Plan assets move in 2024? ▼
National Western Life Insurance Company 401(k) Plan edged down modestly - down 3.9% during 2024, from $45M to $44M. Reported net income was -$2M.
How have National Western Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Western Life Insurance Company's sponsor-wide assets grew 17.2%, from $56M to $65M.
Where does National Western Life Insurance Company 401(k) Plan rank by assets among Form 5500 filers? ▼
National Western Life Insurance Company 401(k) Plan ranks in the 83rd 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 401(k) plans are similar in size to National Western Life Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Colonna's Shipyard, Inc. Retirement Plan in VA ($44M, 693 participants).
Which 401(k) plans cover a similar participant headcount to National Western Life Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Missouri Prime Beef Packers, LLC 401(k) Plan in MO (344 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.