401(k)
2022 plan-year 401(k) DOL Form 5500

American United Life Progress Sharing Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by American United Life Insurance Company ยท Indiana ยท Finance & Insurance

What the 2023 filing shows

American United Life Progress Sharing Plan and Trust holds $439M for 2,441 participants - about $179,962 per participant, down 10.9% over the 2022 plan year.

$439M
total plan assets (2022 EOY)
2,441
covered participants
$179,962
avg assets per participant
-10.9%
assets change YoY

The plan reported a net loss of $54M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$439M
Participants
2,441
State
Industry
Finance & Insurance

What the Filing Says About American United Life Progress Sharing Plan and Trust

American United Life Progress Sharing Plan and Trust is a 401(k) retirement plan sponsored by American United Life Insurance Company, headquartered in Indiana. As of the 2022 Form 5500 filing, the plan reports $439M in total end-of-year assets and covers 2,441 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 350145825, and the plan has been effective since 1969-02-28. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $493M at the beginning of 2022 to $439M at year-end โ€” a decline of 10.9%. Net assets (after liabilities) closed the year at $439M, with reported net income of $-54,004,964 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$493M
Total Assets (End of Year)$439M
Net Assets (End of Year)$439M
Net Income$-54,004,964
Plan Type401(k)
Employer EIN350145825
Plan Effective Date1969-02-28
Filing StatusFILING RECEIVED

Sponsor Plan History (American United Life Insurance Company)

Year Plans Participants Total Assets
2022 2 3,243 $485M
2023 2 3,213 $545M
2024 2 3,252 $598M

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Frequently Asked Questions

How much money is in the American United Life Progress Sharing Plan and Trust?
As of the 2022 Form 5500 filing, American United Life Progress Sharing Plan and Trust holds $439M in total assets with 2,441 participants. It is sponsored by American United Life Insurance Company.
What type of plan is American United Life Progress Sharing Plan and Trust?
American United Life Progress Sharing Plan and Trust is a 401(k) plan. It has been effective since 1969-02-28. The plan is filed with the U.S. Department of Labor under EIN 350145825.
Who sponsors the American United Life Progress Sharing Plan and Trust?
American United Life Progress Sharing Plan and Trust is sponsored by American United Life Insurance Company, located in Indiana. The sponsor's EIN is 350145825 and the plan operates in the Finance & Insurance industry.
How did American United Life Progress Sharing Plan and Trust perform in 2022?
American United Life Progress Sharing Plan and Trust declined by 10.9% during 2022, moving from $493M to $439M in total assets. Net income was $-54,004,964.
Where can I find official filings for American United Life Progress Sharing Plan and Trust?
Official Form 5500 filings for American United Life Progress Sharing Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 350145825 or plan name at efast.dol.gov.
How does American United Life Progress Sharing Plan and Trust compare to other plans?
You can compare American United Life Progress Sharing Plan and Trust against other 401(k) plans on the plan type page, or view plans in Indiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 350145825.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

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