401(k) · DOL Form 5500 · 2022
Ameriprise Financial, Inc. 401(k) Plan
Data updated 2026-08-06
- $2.7B
- Total assets
- 9,092
- Participants
- 100th
- Percentile by assets
- $293,656
- Avg per participant
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.
- 100th percentile by assets (of 139,258 plans)
- #9,182 in Finance & Insurance (9,267 peers)
Coverage in Minnesota
Ameriprise Financial 401(k) Plan covers 9,092 participants in Minnesota, 7.8x the typical Minnesota plan (state average ~1,161 per filing). Assets: $2.7B.
- $2.7B
- total plan assets (2022 EOY)
- 9,092
- covered participants
- 100th
- percentile by assets (of 139,258 plans)
- $293,656
- avg assets per participant
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.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,161 participants across 2,725 plans. Ameriprise Financial 401(k) Plan reports 9,092 participants - 7.8x that state average ($2.7B EOY assets).
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.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 14,744 | $3.4B |
| 2023 | 2 | 14,543 | $4.1B |
| 2024 | 1 | 9,295 | $3.6B |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Ameriprise Financial 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
- 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 (0.023% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.010% of 89,805,449 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), $881M, 5,231 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ameriprise Financial 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Ameriprise Financial 401(k) Plan assets move in 2022? ▼
How have Ameriprise Financial, Inc. plan assets changed over time? ▼
Where does Ameriprise Financial 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Ameriprise Financial 401(k) Plan? ▼
Next read for Ameriprise Financial 401(k) Plan
Filing takeaways
Ways to act on Ameriprise Financial 401(k) Plan's numbers.
- By total assets, Ameriprise Financial 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Minnesota. Compare plans
- Ameriprise Financial, Inc.'s sponsor-wide assets have grown 6.0% since 2022 across 3 plan years on file. More Finance & Insurance plans