401(k) · DOL Form 5500 · 2022
Athene Annuity & Life Company 401(k) Plan
Data updated 2026-08-25
- $239M
- Total assets Near avg plan size
- 1,311
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $182,050
- Avg per participant Above avg balance/head
Official DOL plan name: Athene Savings & Retirement Plan · Sponsored by Athene Annuity & Life Company · Iowa · Finance & Insurance
$239M in assets, 1,311 participants
Athene Annuity & Life Company's Athene Savings & Retirement Plan reported $239M in total assets and 1,311 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #8,657 in Finance & Insurance (9,261 peers)
Coverage in Iowa
Athene Savings & Retirement Plan covers 1,311 participants in Iowa, 2.2x the typical Iowa plan (state average ~609 per filing). Assets: $239M.
- #8,657
- in Finance & Insurance (9,261 peers)
- -17.1%
- assets change YoY
- 2.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $49M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Athene Savings & Retirement Plan's outsized position by total assets
Athene Savings & Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$238,668,178 Top 4% higher than 96% 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
Athene Savings & Retirement 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. Athene Savings & Retirement Plan lands in the large band (1,311 participants).
DOL schedule card
Filing strip 420175020 · Athene Annuity & Life Company PY 2022 · 401(k)
Athene Savings & Retirement Plan · $239M · 1,311 · 96th
- EOY $239M
- 5500 1,311
- ASSETS 96th
- PCT 401(k)
- EIN near Pjtc Holdings, Inc. 401(k) Savings and Profit Sharing Plan
- RANK ind #8657
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 Iowa →
Athene Savings & Retirement Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $288M |
|---|---|
| Net Assets (End of Year) | $239M |
| Net Income | -$49M |
| Employer EIN | 420175020 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Athene Annuity & Life Company)
Sponsor-wide plan assets over time
All Athene Annuity & Life Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $352M 47.277384838459696% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,311 | $239M |
| 2023 | 1 | 1,633 | $294M |
| 2024 | 1 | 1,862 | $352M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $3.6B · 12,201
- Iowa Health System Section 401(k) Retirement Savings Plan $2.7B · 28,603
- The Hy-Vee and Affiliates 401(k) Plan $2.4B · 59,826
- The Rsm US LLP Retirement Plan $2.3B · 13,793
- Transamerica 401(k) Retirement Savings Plan $2.1B · 7,262
Athene Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Pjtc Holdings, Inc. 401(k) Savings and Profit Sharing Plan in PA ($239M); by covered participants it is The Rummel, Klepper & Kahl, L.L.P. Pre-Tax Savings Plan in MD (1,311 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($239M here).
- Pjtc Holdings, Inc. 401(k) Savings and Profit Sharing Plan (PA) $239M · 652
- Bank Ozk 401(k) Retirement Savings Plan (AR) $239M · 2,594
- Leidos Biomedical Research, Inc. Capital Accumulation Plan (MD) $239M · 2,203
- Awg, Inc Restated 401(k) Plan (KS) $239M · 2,239
Similar participant headcount
Nearest other-state filings by covered participants (1,311 participants); asset peers above are excluded.
- The Rummel, Klepper & Kahl, L.L.P. Pre-Tax Savings Plan (MD) 1,311 · 0 off
- Renfro Retirement Savings Plan (NC) 1,311 · 0 off
- Messer Construction Co. 401(k) Savings Plan (OH) 1,311 · 0 off
- Midwest Gaming & Entertainment, LLC 401(k) Plan (IL) 1,311 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.