New York Life Insurance 401(k) and pension plans

New York Life Insurance Company, New York, NY. EIN 13-5582869. Annual reports 2009–2024. Also filed as Allen Financial Group.

New York Life Insurance Company has 4 active retirement plans on file. The largest is the Nylic Retirement Plan, with 25,159 participants and $3.1 billion in assets in 2024. Alight has been its administrator since 2010.

Active plans: 4
Participants: 82,728
Plan assets: $13.3 billion
Administered by: Alight
Plans on file: 4
Industry: Finance and insurance

All 4 plans

Active plans first

Nylic Retirement Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 005Employer EIN 13-5582869
Participants (2024): 25,159
Net assets (2024): $3.1 billion
Administered by: Alight2010–2024
Plan administrator: Celine Stricoff Vice President
51 Madison Avenue, Room 506
New York, NY 10010
(212) 576-7000As filed for 2024
In effect since: January 1, 1982

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	25,159	$3.1 billion	Alight
2023	24,706	$3.2 billion	Alight
2022	23,975	$3.1 billion	Alight
2021	24,153	$3.7 billion	Alight
2020	24,541	$3.6 billion	Alight
2019	23,821	$3.2 billion	Alight
2018	23,626	$3.1 billion	Alight
2017	23,518	$2.9 billion	Alight
2016	22,933	$2.7 billion	Alight
2015	22,385	$2.5 billion	Alight
2014	21,843	$2.5 billion	Alight
2013	21,549	$2.3 billion	Alight
2012	21,438	$2.0 billion	Alight
2011	21,263	$1.9 billion	Alight
2010	20,540	$1.8 billion	Alight
2009	20,266	$1.7 billion	not listed

New York Life Insurance Company Pension Plan

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 13-5582869
Participants (2024): 22,822
Net assets (2024): $4.0 billion
Administered by: Alight2010–2024
Plan administrator: Celine Stricoff Vice President
51 Madison Avenue, Room 506
New York, NY 10010
(212) 576-7000As filed for 2024
In effect since: January 1, 1959

Earlier sponsor: Allen Financial Group (2022).

Earlier plan names: Allen Financial Group 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	22,822	$4.0 billion	Alight
2023	22,808	$4.1 billion	Alight
2022	2	$2,100	not listed
2021	22,272	$5.1 billion	Alight
2020	22,245	$5.0 billion	Alight
2019	22,214	$4.5 billion	Alight
2018	21,981	$4.3 billion	Alight
2017	21,354	$4.1 billion	Alight
2016	21,269	$3.8 billion	Alight
2015	20,370	$3.2 billion	Alight
2014	19,804	$3.3 billion	Alight
2013	19,385	$2.9 billion	Alight
2012	18,817	$2.6 billion	Alight
2011	17,512	$2.3 billion	Alight
2010	17,102	$2.1 billion	Alight
2009	16,842	$2.0 billion	not listed

New York Life Insurance Company Employee Progress Sharing Investment Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 13-5582869
Participants (2024): 19,407
Net assets (2024): $5.0 billion
Last listed recordkeeper: Alight2009–2020
Plan administrator: Celine Stricoff Vice President
51 Madison Avenue, Room 511
New York, NY 10010
(212) 576-7000As filed for 2024
In effect since: January 1, 1969

Earlier plan names: New York Life Insurance Company Employee Progress-Sharing Investment Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	19,407	$5.0 billion	not listed
2023	19,598	$4.6 billion	not listed
2022	19,412	$4.1 billion	not listed
2021	18,595	$4.4 billion	not listed
2020	15,193	$3.8 billion	Alight
2019	15,132	$3.5 billion	not listed
2018	15,017	$3.1 billion	not listed
2017	14,889	$3.1 billion	not listed
2016	14,601	$2.8 billion	not listed
2015	14,160	$2.6 billion	not listed
2014	13,890	$2.5 billion	not listed
2013	13,486	$2.3 billion	not listed
2012	13,094	$2.1 billion	Alight
2011	13,150	$1.8 billion	Alight
2010	12,530	$1.7 billion	Alight
2009	12,603	$1.5 billion	Alight

New York Life Insurance Company Agents Progress- Sharing Investment Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 006Employer EIN 13-5582869
Participants (2024): 15,340
Net assets (2024): $1.2 billion
Last listed recordkeeper: Alight2009–2020
Plan administrator: Celine Stricoff Vice President
51 Madison Avenue, RM 511
New York, NY 10010
(212) 576-7000As filed for 2024
In effect since: January 1, 1986

Earlier plan names: New York Life Agents Progress-Sharing Investment Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	15,340	$1.2 billion	not listed
2023	15,104	$1.1 billion	not listed
2022	14,615	$930 million	not listed
2021	14,909	$1.0 billion	not listed
2020	15,066	$921 million	Alight
2019	14,532	$846 million	not listed
2018	14,306	$724 million	not listed
2017	14,662	$734 million	not listed
2016	13,626	$653 million	not listed
2015	13,044	$607 million	not listed
2014	12,725	$590 million	not listed
2013	12,493	$548 million	not listed
2012	12,563	$473 million	Alight
2011	12,349	$432 million	Alight
2010	11,877	$412 million	Alight
2009	12,169	$372 million	Alight

If you had money in one of these plans

Call Alight (alight.com), which runs the Nylic Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((212) 576-7000). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 4 plans

Nylic Retirement Plan

New York Life Insurance Company Pension Plan

New York Life Insurance Company Employee Progress Sharing Investment Plan

New York Life Insurance Company Agents Progress- Sharing Investment Plan

If you had money in one of these plans

What these numbers are

Other finance and insurance employers in NY