401(k) · DOL Form 5500 · 2022

American Equity Investment Life Holding Company 401(k) Plan

Data updated 2026-08-11

$68M
Total assets
808
Participants
90th
Percentile by assets
$84,131
Avg per participant
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Official DOL plan name: American Equity Investment Profit Sharing and 401(k) Plan · Sponsored by American Equity Investment Life Holding Company · Iowa · Finance & Insurance

$68M in assets, 808 participants

American Equity Investment Life Holding Company's American Equity Investment Profit Sharing and 401(k) Plan reported $68M in total assets and 808 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 139,126 plans)
  • #7,825 in Finance & Insurance (9,261 peers)

Where American Equity Investment Profit Sharing and 401(k) Plan sits by assets

American Equity Investment Profit Sharing and 401(k) Plan sits in the top 10% of all filed plans by assets, $68M for 808 participants (~$84,131/participant), down 12.2% in 2022.

$68M
total plan assets (2022 EOY)
808
covered participants
90th
percentile by assets (of 139,126 plans)
$84,131
avg assets per participant

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where American Equity Investment Profit Sharing and 401(k) Plan sits by total assets

American Equity Investment Profit Sharing and 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$67,978,200 Top 10% higher than 90% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State
Iowa
Industry
Finance & Insurance

American Equity Investment Profit Sharing and 401(k) Plan vs the 2022 asset distribution

By assets, American Equity Investment Profit Sharing and 401(k) Plan outranks 90% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$68M
Net Income-$10M
Employer EIN421447959
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Equity Investment Life Holding Company)

$100M$120M$140M$160M 202220232024 $112M $153M ▲ +37.0%
Total plan assets by year, all American Equity Investment Life Holding Company plans on file
Year Plans Participants Total Assets
2022 2 1,492 $112M
2023 3 2,387 $139M
2024 1 987 $153M

Nearby 401(k) Plans in Iowa

Peer 401(k) plans, same state, same plan type, ranked by total assets.

American Equity Investment Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants American Equity Inve…, Total assets ($B): 0.0679782 · Participants: 808American Equity Inve…The Principal Select…, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select…Iowa Health System S…, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System S…The Hy-Vee and Affil…, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affil…The Rsm US LLP Retir…, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retir…Transamerica 401(k) …, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) …
American Equity Investment Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare American Equity Investment Profit Sharin… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to American Equity Investment Profit Sharing and 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did American Equity Investment Profit Sharing and 401(k) Plan assets move in 2022? ▼
American Equity Investment Profit Sharing and 401(k) Plan pulled back noticeably - down 12.2% during 2022, from $77M to $68M. Reported net income was -$10M.
How have American Equity Investment Life Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Equity Investment Life Holding Company's sponsor-wide assets grew 37.0%, from $112M to $153M.
Where does American Equity Investment Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
American Equity Investment Profit Sharing and 401(k) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to American Equity Investment Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Suit-Kote Corporation Employees' Retirement Plan in NY ($68M, 718 participants).

Next read for American Equity Investment Profit Sharin…

Scale reading

Ways to act on American Equity Investment Profit Sharing and 401(k) Plan's numbers.

  • By total assets, American Equity Investment Profit Sharing and 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Iowa. Compare plans
  • American Equity Investment Life Holding Company's sponsor-wide assets have grown 37.0% since 2022 across 3 plan years on file. More Finance & Insurance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 421447959.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.