401(k) · DOL Form 5500 · 2022

American Fidelity Corporation 401(k) Plan

Data updated 2026-08-25

$634M
Total assets Above avg plan size
3,268
Participants Above avg headcount
98th
Percentile by assets National rank
$193,938
Avg per participant Above avg balance/head
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Official DOL plan name: American Fidelity Companies Employee Savings Plan · Sponsored by American Fidelity Corporation · Oklahoma · Management of Enterprises

$634M in assets, 3,268 participants

American Fidelity Corporation's American Fidelity Companies Employee Savings Plan reported $634M in total assets and 3,268 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #1,116 in Management of Enterprises (1,193 peers)

Coverage in Oklahoma

American Fidelity Companies Employee Savings Plan covers 3,268 participants in Oklahoma, 4.3x the typical Oklahoma plan (state average ~760 per filing). Assets: $634M.

#1,116
in Management of Enterprises (1,193 peers)
-13.7%
assets change YoY
6.4×
vs typical plan assets (national mean)

The plan reported a net loss of $100M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

American Fidelity Companies Employee Savings Plan's outsized position by total assets

American Fidelity Companies Employee Savings Plan vs every filed plan by assets

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

$633,790,844 Top 2% higher than 98% 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 Fidelity Companies Employee Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Fidelity Companies Employee Savings Plan lands in the large band (3,268 participants).

EBSA filing schedule strip

Filing strip 730966202 · American Fidelity Corporation PY 2022 · 401(k)

American Fidelity Companies Employee Savings Plan · $634M · 3,268 · 98th

  • PCT $634M
  • EIN 3,268
  • RANK 98th
  • PHOTO 401(k)
  • IND near Qbe 401(k) Savings Plan
  • EOY ind #1116

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 Management of Enterprises retirement plans → · Plans in Oklahoma →

American Fidelity Companies Employee Savings Plan in the asset neighbourhood

Wipfli LLP 401(k) Profit Sharing PlanWipfli LLP 401(k) Profit Sha…$634MAmerican Fidelity Companies Employee Savings PlanAmerican Fidelity Companies …$634MQbe 401(k) Savings Plan$634MJ.M. Huber Coporation 401(k) Savings PlanJ.M. Huber Coporation 401(k)…$634MMks Instruments, Inc. Profit Sharing & 401(k) PlanMks Instruments, Inc. Profit…$633M
End-of-year total assets ($M) among American Fidelity Companies Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$734M
Net Assets (End of Year)$634M
Net Income-$100M
Employer EIN730966202
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Fidelity Corporation)

Sponsor-wide plan assets over time

All American Fidelity Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$870M 8.534122466265044% vs 2022
2024 filing year
$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.95B $0.87B ▼ -8.4%
Year Plans Participants Total Assets
2022 2 5,055 $952M
2023 2 5,083 $1.1B
2024 1 3,606 $870M

Nearby 401(k) Plans in Oklahoma

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

American Fidelity Companies Employee Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 01234 Total assets ($B) Participants American Fidelity Companies Employee Savings Plan, Total assets ($B): 0.633790844 · Participants: 3268American Fidelity Companies Employee Savings PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 3.683382046 · Participants: 10862Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.385802682 · Participants: 4848The Williams Investment Plus PlanBok Financial 401(k) Plan, Total assets ($B): 0.917245856 · Participants: 4683Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.791750265 · Participants: 1642Devon Energy Corporation Incentive Savings PlanOne Gas, Inc. 401(k) Plan, Total assets ($B): 0.774155 · Participants: 3586One Gas, Inc. 401(k) Plan
American Fidelity Companies Employee Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare American Fidelity Companies Employee Savings Plan side-by-side with 3 peers →

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

Outside Oklahoma, the nearest 401(k) by assets is Qbe 401(k) Savings Plan in WI ($634M); by covered participants it is Vestas America Holding, Inc. 401(k) Plan in OR (3,268 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($634M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,268 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 Fidelity Companies Employee Savings Plan assets move in 2022? ▼
American Fidelity Companies Employee Savings Plan pulled back noticeably - down 13.7% during 2022, from $734M to $634M. Reported net income was -$100M.
How have American Fidelity Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Fidelity Corporation's sponsor-wide assets declined 8.5%, from $952M to $870M.
Where does American Fidelity Companies Employee Savings Plan rank by assets among Form 5500 filers? ▼
American Fidelity Companies Employee Savings Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to American Fidelity Companies Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Qbe 401(k) Savings Plan in WI ($634M, 2,562 participants).
Which 401(k) plans cover a similar participant headcount to American Fidelity Companies Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vestas America Holding, Inc. 401(k) Plan in OR (3,268 participants, $246M 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 730966202.

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.