Defined Benefit (Pension) · DOL Form 5500 · 2024

Xl America, Inc. Pension Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
54
Participants Small participant base
82nd
Percentile by assets National rank
$798,382
Avg per participant High balance/head
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Official DOL plan name: Xl America, Inc. Retirement Plan · Sponsored by Xl America, Inc. · Connecticut · Finance & Insurance

$43M in assets, 54 participants

Xl America, Inc.'s Xl America, Inc. Retirement Plan reported $43M in total assets and 54 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,219 in Finance & Insurance (8,549 peers)

Where Xl America, Inc. Retirement Plan sits by assets

Xl America, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $43M for 54 participants (~$798,382/participant), down 1.4% in 2024.

#6,219
in Finance & Insurance (8,549 peers)
-1.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $598K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Xl America, Inc. Retirement Plan's outsized position by total assets

Xl America, Inc. Retirement Plan vs every filed plan by assets

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

$43,112,635 Top 18% higher than 82% 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

Xl America, Inc. Retirement 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. Xl America, Inc. Retirement 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

  • Xl America, Inc. Retirement Plan reported net income fell from $2M in the plan year 2023 filing to -$598K in the plan year 2024 filing.
  • Xl America, Inc. Retirement Plan reported participants fell from 57 in the plan year 2023 filing to 54 in the plan year 2024 filing.
  • Xl America, Inc. Retirement Plan end-of-year assets fell from $44M in the plan year 2023 filing to $43M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 061516268 · Xl America, Inc. PY 2024 · Defined Benefit (Pension)

Xl America, Inc. Retirement Plan · $43M · 54 · 82nd

  • RANK $43M
  • RANK 54
  • RANK 82nd
  • RANK Defined Benefit (Pension)
  • RANK near Dynamics Research Corporation Defined Benefit Pension Plan
  • RANK ind #6219

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 Connecticut →

Xl America, Inc. Retirement Plan in the asset neighbourhood

IBEW Local Union 64 Pension PlanIBEW Local Union 64 Pension …$43MThe Chart Pension Plan$43MDynamics Research Corporation Defined Benefit Pension PlanDynamics Research Corporatio…$43MXl America, Inc. Retirement PlanXl America, Inc. Retirement …$43MArdagh Metal Pension Plan$43M
End-of-year total assets ($M) among Xl America, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$43M
Net Income-$598K
Employer EIN061516268
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Xl America, Inc.)

Sponsor-wide plan assets over time

All Xl America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.4B 26.774705057112737% vs 2022
2024 filing year
$1B$1.1B$1.2B$1.3B$1.4B$1.5B 202220232024 $1.09B $1.38B ▲ +26.6%
Year Plans Participants Total Assets
2022 2 2,195 $1.1B
2023 2 2,188 $1.2B
2024 2 2,363 $1.4B

Nearby Defined Benefit (Pension) Plans in Connecticut

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

Xl America, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1001020304050 Total assets ($B) Participants Xl America, Inc. Retirement Plan, Total assets ($B): 0.043112635 · Participants: 54Xl America, Inc. Retirement PlanRtx Consolidated Pension Plan, Total assets ($B): 41.643558189 · Participants: 36180Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 9.993084827 · Participants: 15906The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.763055773 · Participants: 3428Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.242514983 · Participants: 9682Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.395288837 · Participants: 7034The Hartford Retirement Plan for U.S. Employees
Xl America, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Xl America, Inc. Retirement Plan side-by-side with 3 peers →

Xl America, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Dynamics Research Corporation Defined Benefit Pension Plan in VA ($43M); by covered participants it is Credit Union West Retirement Pension Plan in AZ (54 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

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 Xl America, Inc. Retirement Plan assets move in 2024? ▼
Xl America, Inc. Retirement Plan edged down modestly - down 1.4% during 2024, from $44M to $43M. Reported net income was -$598K.
How have Xl America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Xl America, Inc.'s sponsor-wide assets grew 26.8%, from $1.1B to $1.4B.
Where does Xl America, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Xl America, Inc. Retirement Plan ranks in the 82nd 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 Xl America, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Dynamics Research Corporation Defined Benefit Pension Plan in VA ($43M, 9 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Xl America, Inc. Retirement 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 061516268.

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.