401(k) · DOL Form 5500 · 2022
American Enterprise Services Company 401(k) Plan
Data updated 2026-08-11
- $133M
- Total assets
- 392
- Participants
- 94th
- Percentile by assets
- $338,555
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $133M
- total plan assets (2022 EOY)
- 392
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $338,555
- avg assets per participant
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 vs the 2022 asset distribution
By assets, American Enterprise 401(k) Savings Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $168M |
|---|---|
| Net Assets (End of Year) | $133M |
| Net Income | -$35M |
| Employer EIN | 571176393 |
| Plan Effective Date | 1959-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Enterprise Services Company)
| 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
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to American Enterprise 401(k) Savings Plan by total assets, not by location.
- Alberici Companies Retirement Plan (MO) $133M · 379
- The Platinum 401(k) Retirement Savings Plan (FL) $133M · 3,100
- Jfc International Inc. Savings and Profit Sharing Plan (CA) $133M · 619
- Grubhub, Inc. 401(k) Retirement Plan (IL) $133M · 2,444
Frequently Asked Questions
How did American Enterprise 401(k) Savings Plan assets move in 2022? ▼
How have American Enterprise Services Company plan assets changed over time? ▼
Where does American Enterprise 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to American Enterprise 401(k) Savings Plan? ▼
Next read for American Enterprise 401(k) Savings Plan
Scale reading
Ways to act on American Enterprise 401(k) Savings Plan's numbers.
- By total assets, American Enterprise 401(k) Savings 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 Enterprise Services Company's sponsor-wide assets have grown 22.5% since 2022 across 3 plan years on file. More Finance & Insurance plans