401(k) · DOL Form 5500 · 2022

Ia American Life Insurance Company 401(k) Plan

Data updated 2026-05-15

$2M
Total assets
23
Participants
33th
Percentile by assets
$85,317
Avg per participant

Sponsored by Ia American Life Insurance Company · Arizona · Finance & Insurance

What the 2022 filing shows

Ia American Life Insurance Company 401(k) Plan holds $2M for 23 participants - about $85,317 per participant, in the lower half of filed plans by assets, down 9.0% over the 2022 plan year.

$2M
total plan assets (2022 EOY)
23
covered participants
33th
percentile by assets (of 139,258 plans)
$85,317
avg assets per participant

The plan reported a net loss of $194K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry
Finance & Insurance

401(k) · DOL Form 5500 · 2022

What the Filing Says About Ia American Life Insurance Company 401(k) Plan

Ia American Life Insurance Company 401(k) Plan is a 401(k) retirement plan sponsored by Ia American Life Insurance Company, headquartered in Arizona. According to the U.S. Department of Labor's 2022 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 23 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 133036472, and the plan has been effective since 2008-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets pulled back noticeably from $2M at the beginning of 2022 to $2M at year-end - down 9.0%. Net assets (after liabilities) closed the year at $2M, with reported net income of -$194K 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.

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, 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.

How the percentile is calculated: we count every plan that filed a 2022 Form 5500 with a reported end-of-year asset figure (139,258 plans), rank Ia American Life Insurance Company 401(k) Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2022)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income-$194K
Plan Type401(k)
Employer EIN133036472
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Frequently Asked Questions

How much money is in the Ia American Life Insurance Company 401(k) Plan?
As of the 2022 Form 5500 filing, Ia American Life Insurance Company 401(k) Plan holds $2M in total assets with 23 participants. It is sponsored by Ia American Life Insurance Company.
What type of plan is Ia American Life Insurance Company 401(k) Plan?
Ia American Life Insurance Company 401(k) Plan is a 401(k) plan. It has been effective since 2008-01-01. The plan is filed with the U.S. Department of Labor under EIN 133036472.
Who sponsors the Ia American Life Insurance Company 401(k) Plan?
Ia American Life Insurance Company 401(k) Plan is sponsored by Ia American Life Insurance Company, located in Arizona. The sponsor's EIN is 133036472 and the plan operates in the Finance & Insurance industry.
How did Ia American Life Insurance Company 401(k) Plan perform in 2022?
Ia American Life Insurance Company 401(k) Plan pulled back noticeably - down 9.0% during 2022, moving from $2M to $2M in total assets. Net income was -$194K.

What this filing means

Ways to act on Ia American Life Insurance Company 401(k) Plan's numbers.

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 133036472.

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

Reference: IRS Publication 590-B, 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.

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.