401(k) · DOL Form 5500 · 2024
New Era Life Insurance Company 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 319
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $83,206
- Avg per participant Below avg balance/head
Official DOL plan name: New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust · Sponsored by New Era Life Insurance Company · Texas · Finance & Insurance
$27M in assets, 319 participants
New Era Life Insurance Company's New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust reported $27M in total assets and 319 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #5,303 in Finance & Insurance (8,549 peers)
Coverage in Texas
New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust covers 319 participants in Texas, about 46% of the average Texas filer (state average ~688 per filing). Assets: $27M.
- #5,303
- in Finance & Insurance (8,549 peers)
- +11.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust's outsized position by total assets
New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,542,750 Top 25% higher than 75% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust 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. New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (319 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $24M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust reported participants fell from 331 in the plan year 2023 filing to 319 in the plan year 2024 filing.
DOL schedule card
Filing strip 742552025 · New Era Life Insurance Company PY 2024 · 401(k)
New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust · $27M · 319 · 75th
- IND $27M
- EOY 319
- 5500 75th
- ASSETS 401(k)
- PCT near Eagle Family Foods Group LLC 401(k) Plan
- EIN ind #5303
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 →
New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $3M |
| Employer EIN | 742552025 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New Era Life Insurance Company)
Sponsor-wide plan assets over time
All New Era Life Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 24.238381544751235% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 310 | $21M |
| 2023 | 1 | 331 | $24M |
| 2024 | 1 | 319 | $27M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
New Era Life Insurance Company 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Eagle Family Foods Group LLC 401(k) Plan in OH ($27M); by covered participants it is Northern Clearing 401(k) Plan in WI (319 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Eagle Family Foods Group LLC 401(k) Plan (OH) $27M · 447
- Agency Services, Inc. 401(k) Profit Sharing Plan (MD) $27M · 183
- Electronic Waveform Lab, Inc. 401(k) Plan (CA) $27M · 179
- Gumgum, Inc. 401(k) Plan (CA) $27M · 252
Similar participant headcount
Nearest other-state filings by covered participants (319 participants); asset peers above are excluded.
- Northern Clearing 401(k) Plan (WI) 319 · 0 off
- American Refining Group, Inc. 401(k) Plan (PA) 319 · 0 off
- Jamco Retirement Plan (WA) 319 · 0 off
- Crc Industries, Inc. 401(k) Savings Plan (PA) 319 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.