ESOP · DOL Form 5500 · 2022
American Equity Investment ESOP
Data updated 2026-08-11
- $44M
- Total assets
- 684
- Participants
- 87th
- Percentile by assets
- $63,653
- Avg per participant
Official DOL plan name: American Equity Investment Employee Stock Ownership Plan · Sponsored by American Equity Investment · Iowa · Finance & Insurance
$44M in assets, 684 participants
American Equity Investment's American Equity Investment Employee Stock Ownership Plan reported $44M in total assets and 684 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 139,126 plans)
- #7,294 in Finance & Insurance (9,261 peers)
Where American Equity Investment Employee Stock Ownership Plan sits by assets
American Equity Investment Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $44M for 684 participants (~$63,653/participant), up 19.9% in 2022.
- $44M
- total plan assets (2022 EOY)
- 684
- covered participants
- 87th
- percentile by assets (of 139,126 plans)
- $63,653
- avg assets per participant
American Equity Investment Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, American Equity Investment Employee Stock Ownership Plan outranks 87% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $7M |
| Employer EIN | 421447959 |
| Plan Effective Date | 2007-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Equity Investment)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,492 | $112M |
| 2023 | 3 | 2,387 | $139M |
| 2024 | 1 | 987 | $153M |
Nearby ESOP Plans in Iowa
Peer ESOP plans, same state, same plan type, ranked by total assets.
American Equity Investment Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
- Employee Owned Brands, Inc. Employee Stock Ownership Plan $686M · 781
- Van Meter Industrial, Inc. Employee Stock Ownership Plan $437M · 774
- Precision, Inc. Employee Stock Ownership Plan and Trust $403M · 645
- Ita Group Holdings, Inc. Employees' Stock Ownership Plan $383M · 643
- Annett Holdings, Inc. Employee Stock Ownership Plan & Trust $362M · 2,582
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to American Equity Investment Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did American Equity Investment Employee Stock Ownership Plan assets move in 2022? ▼
How have American Equity Investment plan assets changed over time? ▼
Where does American Equity Investment Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to American Equity Investment Employee Stock Ownership Plan? ▼
Next read for American Equity Investment Employee Stoc…
Scale reading
Ways to act on American Equity Investment Employee Stock Ownership Plan's numbers.
- By total assets, American Equity Investment Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Iowa. Compare plans
- American Equity Investment's sponsor-wide assets have grown 37.0% since 2022 across 3 plan years on file. More Finance & Insurance plans