401(k) · DOL Form 5500 · 2022
Ameriprise Financial, Inc. 401(k) Plan
Data updated 2026-08-25
- $2.7B
- Total assets Very large vs avg
- 9,092
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $293,656
- Avg per participant High balance/head
Official DOL plan name: Ameriprise Financial 401(k) Plan · Sponsored by Ameriprise Financial, Inc. · Minnesota · Finance & Insurance
$2.7B in assets, 9,092 participants
Ameriprise Financial, Inc.'s Ameriprise Financial 401(k) Plan reported $2.7B in total assets and 9,092 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #9,176 in Finance & Insurance (9,261 peers)
Coverage in Minnesota
Ameriprise Financial 401(k) Plan covers 9,092 participants in Minnesota, 8.1x the typical Minnesota plan (state average ~1,126 per filing). Assets: $2.7B.
- #9,176
- in Finance & Insurance (9,261 peers)
- -16.2%
- assets change YoY
- 27×
- vs typical plan assets (national mean)
The plan reported a net loss of $483M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ameriprise Financial 401(k) Plan's outsized position by total assets
Ameriprise Financial 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,669,916,910 Highest reported value at or above every one of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Ameriprise Financial 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ameriprise Financial 401(k) Plan lands in the large band (9,092 participants).
Published 5500 schedule card
Filing strip 133180631 · Ameriprise Financial, Inc. PY 2022 · 401(k)
Ameriprise Financial 401(k) Plan · $2.7B · 9,092 · 100th
- IND $2.7B
- EOY 9,092
- 5500 100th
- ASSETS 401(k)
- PCT near Jones Lang Lasalle Savings and Retirement Plan
- EIN ind #9176
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 Minnesota →
Ameriprise Financial 401(k) Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $3.2B |
|---|---|
| Net Assets (End of Year) | $2.7B |
| Net Income | -$483M |
| Employer EIN | 133180631 |
| Plan Effective Date | 2005-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ameriprise Financial, Inc.)
Sponsor-wide plan assets over time
All Ameriprise Financial, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.5B 33.033594133784206% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 14,744 | $3.4B |
| 2023 | 2 | 14,543 | $4.1B |
| 2024 | 2 | 14,042 | $4.5B |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $18.6B · 176,886
- Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan) $12.2B · 38,825
- Target Corporation 401(k) Plan $11.2B · 400,422
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $11.1B · 37,159
- U.S. Bank 401(k) Savings Plan $8.3B · 67,646
Scale composition for Ameriprise Financial 401(k) Plan
Ameriprise Financial 401(k) Plan reports $2.7B in end-of-year assets across 9,092 participants (0.022% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $293,656 per participant (2.1x the national average assets-per-participant) . Net income for plan year 2022 was -$483M.
This plan identity (EIN 133180631, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.7B to $3.6B (+35.6%) while covered participants moved from 9,092 to 9,295 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,092 | $2.7B | This page |
| 2023 | 9,312 | $3.2B | Open filing |
| 2024 · index core | 9,295 | $3.6B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Ameriprise Financial 401(k) Plan (401(k), $3.6B, 9,295 participants)
- Ameriprise Financial Retirement Plan (Defined Benefit (Pension), $922M, 4,747 participants)
Ameriprise Financial 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Jones Lang Lasalle Savings and Retirement Plan in IL ($2.7B); by covered participants it is The Northern Trust Company Thrift-Incentive Plan in IL (9,107 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.7B here).
- Jones Lang Lasalle Savings and Retirement Plan (IL) $2.7B · 28,692
- Iowa Health System Section 401(k) Retirement Savings Plan (IA) $2.7B · 28,603
- The Tjx Companies, Inc. General Savings/Profit Sharing Plan (MA) $2.7B · 106,227
- Valero Energy Corporation Thrift Plan (TX) $2.7B · 7,979
Similar participant headcount
Nearest other-state filings by covered participants (9,092 participants); asset peers above are excluded.
- The Northern Trust Company Thrift-Incentive Plan (IL) 9,107 · 15 off
- Eversource 401(k) Plan (CT) 9,111 · 19 off
- Stakeholder Payroll Services, LLC. 401(k) Plan (KY) 9,111 · 19 off
- Cabinetworks Group 401(k) Plan (TX) 9,073 · 19 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.