Defined Benefit (Pension) · DOL Form 5500 · 2024

Globe Life Inc. Pension Plan

Data updated 2026-08-25

$591M
Total assets Above avg plan size
2,024
Participants Near avg headcount
97th
Percentile by assets National rank
$291,968
Avg per participant High balance/head
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Official DOL plan name: Globe Life Inc. Pension Plan · Sponsored by Globe Life Inc. · Texas · Management of Enterprises

$591M in assets, 2,024 participants

Globe Life Inc.'s Globe Life Inc. Pension Plan reported $591M in total assets and 2,024 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #1,044 in Management of Enterprises (1,133 peers)

Coverage in Texas

Globe Life Inc. Pension Plan covers 2,024 participants in Texas, 2.9x the typical Texas plan (state average ~688 per filing). Assets: $591M.

#1,044
in Management of Enterprises (1,133 peers)
+8.0%
assets growth YoY
5.9×
vs typical plan assets (national mean)

Globe Life Inc. Pension Plan's outsized position by total assets

Globe Life Inc. Pension Plan vs every filed plan by assets

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

$590,944,093 Top 3% higher than 97% 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

Globe Life Inc. Pension Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Globe Life Inc. Pension Plan lands in the large band (2,024 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Globe Life Inc. Pension Plan reported net income fell from $91M in the plan year 2023 filing to $44M in the plan year 2024 filing.
  • Globe Life Inc. Pension Plan reported participants rose from 1,854 in the plan year 2023 filing to 2,024 in the plan year 2024 filing.
  • Globe Life Inc. Pension Plan end-of-year assets rose from $547M in the plan year 2023 filing to $591M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 630780404 · Globe Life Inc. PY 2024 · Defined Benefit (Pension)

Globe Life Inc. Pension Plan · $591M · 2,024 · 97th

  • VS-ST $591M
  • VS-ST 2,024
  • VS-ST 97th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Trustage Pension Plan for Non-Represented Employees
  • VS-ST ind #1044

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 Management of Enterprises retirement plans → · Plans in Texas →

Globe Life Inc. Pension Plan in the asset neighbourhood

Pension Plan for Certain Salaried Ees of Alcoa USA Corp.Pension Plan for Certain Sal…$592MConstruction Workers Pension Trust Fund - Lake County and Vicinity Pension PlanConstruction Workers Pension…$591MTrustage Pension Plan for Non-Represented EmployeesTrustage Pension Plan for No…$591MGlobe Life Inc. Pension Plan$591MSandvik Pension Plan$589M
End-of-year total assets ($M) among Globe Life Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$547M
Net Assets (End of Year)$591M
Net Income$44M
Employer EIN630780404
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Globe Life Inc.)

Sponsor-wide plan assets over time

All Globe Life Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$849M 21.641720317525472% vs 2022
2024 filing year
$650M$700M$750M$800M$850M$900M 202220232024 $698M $849M ▲ +21.6%
Year Plans Participants Total Assets
2022 2 4,200 $698M
2023 2 4,446 $799M
2024 2 4,710 $849M

Nearby Defined Benefit (Pension) Plans in Texas

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

Globe Life Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Globe Life Inc. Pension Plan, Total assets ($B): 0.590944093 · Participants: 2024Globe Life Inc. 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
Globe Life Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Globe Life Inc. Pension Plan side-by-side with 3 peers →

Globe Life Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Trustage Pension Plan for Non-Represented Employees in WI ($591M); by covered participants it is Upstate New York Engineers Pension Fund in NY (2,025 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,024 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 Globe Life Inc. Pension Plan assets move in 2024? ▼
Globe Life Inc. Pension Plan grew at a solid clip - up 8.0% during 2024, from $547M to $591M. Reported net income was $44M.
How have Globe Life Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Globe Life Inc.'s sponsor-wide assets grew 21.6%, from $698M to $849M.
Where does Globe Life Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Globe Life Inc. Pension Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Globe Life Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Trustage Pension Plan for Non-Represented Employees in WI ($591M, 2,107 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Globe Life Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Upstate New York Engineers Pension Fund in NY (2,025 participants, $455M 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 630780404.

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.