401(k) · DOL Form 5500 · 2022

American Enterprise Services Company 401(k) Plan

Data updated 2026-08-25

$133M
Total assets Near avg plan size
392
Participants Below avg headcount
94th
Percentile by assets National rank
$338,555
Avg per participant High balance/head
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Official DOL plan name: American Enterprise 401(k) Savings Plan · Sponsored by American Enterprise Services Company · Iowa · Finance & Insurance

$133M in assets, 392 participants

American Enterprise Services Company's American Enterprise 401(k) Savings Plan reported $133M in total assets and 392 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,366 in Finance & Insurance (9,261 peers)

Where American Enterprise 401(k) Savings Plan sits by assets

American Enterprise 401(k) Savings Plan sits in the top 10% of all filed plans by assets, $133M for 392 participants (~$338,555/participant), down 20.9% in 2022.

#8,366
in Finance & Insurance (9,261 peers)
-20.9%
assets change YoY
1.3×
vs typical plan assets (national mean)

The plan reported a net loss of $35M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

American Enterprise 401(k) Savings Plan's outsized position by total assets

American Enterprise 401(k) Savings Plan vs every filed plan by assets

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

$132,713,445 Top 6% higher than 94% 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 Enterprise 401(k) Savings 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 Enterprise 401(k) Savings Plan sits mid-pack in the medium band (392 participants).

Form 5500 schedule snapshot

Filing strip 571176393 · American Enterprise Services Company PY 2022 · 401(k)

American Enterprise 401(k) Savings Plan · $133M · 392 · 94th

  • SCH $133M
  • SCH 392
  • SCH 94th
  • SCH 401(k)
  • SCH near Alberici Companies Retirement Plan
  • SCH ind #8366

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 Enterprise 401(k) Savings Plan in the asset neighbourhood

Jfc International Inc. Savings and Profit Sharing PlanJfc International Inc. Savin…$133MGrubhub, Inc. 401(k) Retirement PlanGrubhub, Inc. 401(k) Retirem…$133MAlberici Companies Retirement PlanAlberici Companies Retiremen…$133MAmerican Enterprise 401(k) Savings PlanAmerican Enterprise 401(k) S…$133MThe Platinum 401(k) Retirement Savings PlanThe Platinum 401(k) Retireme…$133M
End-of-year total assets ($M) among American Enterprise 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$168M
Net Assets (End of Year)$133M
Net Income-$35M
Employer EIN571176393
Plan Effective Date1959-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Enterprise Services Company)

Sponsor-wide plan assets over time

All American Enterprise Services Company plans reported in each filing year

Latest sponsor-wide plan assets
$163M 22.477470914872264% vs 2022
2024 filing year
$120M$130M$140M$150M$160M$170M 202220232024 $133M $163M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 392 $133M
2023 1 398 $149M
2024 1 424 $163M

Nearby 401(k) Plans in Iowa

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

American Enterprise 401(k) Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants American Enterprise 401(k) Savings Plan, Total assets ($B): 0.132713445 · Participants: 392American Enterprise 401(k) Savings 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 Enterprise 401(k) Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare American Enterprise 401(k) Savings Plan side-by-side with 3 peers →

American Enterprise 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Alberici Companies Retirement Plan in MO ($133M); by covered participants it is Bigelow Tea Employees 401(k) Plan in CT (392 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($133M here).

Similar participant headcount

Nearest other-state filings by covered participants (392 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 Enterprise 401(k) Savings Plan assets move in 2022? ▼
American Enterprise 401(k) Savings Plan declined sharply - down 20.9% during 2022, from $168M to $133M. Reported net income was -$35M.
How have American Enterprise Services Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Enterprise Services Company's sponsor-wide assets grew 22.5%, from $133M to $163M.
Where does American Enterprise 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
American Enterprise 401(k) Savings Plan ranks in the 94th 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 Enterprise 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alberici Companies Retirement Plan in MO ($133M, 379 participants).
Which 401(k) plans cover a similar participant headcount to American Enterprise 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bigelow Tea Employees 401(k) Plan in CT (392 participants, $60M 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 571176393.

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.