401(k) · DOL Form 5500 · 2022

American Equity Investment Life Holding Company 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
808
Participants Near avg headcount
90th
Percentile by assets National rank
$84,131
Avg per participant Below avg balance/head
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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.

  • #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.

#7,825
in Finance & Insurance (9,261 peers)
-12.2%
assets change YoY
0.7×
vs typical plan assets (national mean)

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.

American Equity Investment Profit Sharing and 401(k) Plan's outsized position 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 $2,050,000,000 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

American Equity Investment Profit Sharing and 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Equity Investment Profit Sharing and 401(k) Plan sits mid-pack in the medium band (808 participants).

Plan-year Form 5500 strip

Filing strip 421447959 · American Equity Investment Life Holding Company PY 2022 · 401(k)

American Equity Investment Profit Sharing and 401(k) Plan · $68M · 808 · 90th

  • VS-ST $68M
  • BOY 808
  • SCH 90th
  • EBSA 401(k)
  • PART near Suit-Kote Corporation Employees' Retirement Plan
  • TYPE ind #7825

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 →

American Equity Investment Profit Sharing and 401(k) Plan in the asset neighbourhood

Food 4 Less Salary Savings PlanFood 4 Less Salary Savings P…$68MAmerican Equity Investment Profit Sharing and 401(k) PlanAmerican Equity Investment P…$68MSuit-Kote Corporation Employees' Retirement PlanSuit-Kote Corporation Employ…$68MFarrell Fritz, P.C. 401(k) Profit Sharing PlanFarrell Fritz, P.C. 401(k) P…$68MLattimore, Black, Morgan & Cain, P.C. Profit Sharing PlanLattimore, Black, Morgan & C…$68M
End-of-year total assets ($M) among American Equity Investment Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All American Equity Investment Life Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$153M 36.9981444332311% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $112M $153M ▲ +37.0%
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 ($B) Participants American Equity Investment Profit Sharing and 401(k) Plan, Total assets ($B): 0.0679782 · Participants: 808American Equity Investment Profit Sharing and 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
American Equity Investment Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare American Equity Investment Profit Sharing and 401(k) Plan side-by-side with 3 peers →

American Equity Investment Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Suit-Kote Corporation Employees' Retirement Plan in NY ($68M); by covered participants it is First Security Bancorp 401(k) Plan in AR (808 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (808 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to American Equity Investment Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First Security Bancorp 401(k) Plan in AR (808 participants, $62M in assets).

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.