401(k) · DOL Form 5500 · 2022
American Fidelity Corporation 401(k) Plan
Data updated 2026-08-11
- $634M
- Total assets
- 3,268
- Participants
- 98th
- Percentile by assets
- $193,938
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $634M
- total plan assets (2022 EOY)
- 3,268
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $193,938
- avg assets per participant
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.
Participants vs Oklahoma filers
In Oklahoma, the average filing covers about 760 participants across 1,268 plans. American Fidelity Companies Employee Savings Plan reports 3,268 participants - 4.3x that state average ($634M EOY assets).
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $734M |
|---|---|
| Net Assets (End of Year) | $634M |
| Net Income | -$100M |
| Employer EIN | 730966202 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Fidelity Corporation)
| 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
- Quiktrip Corporation Retirement Plan $3.7B · 10,862
- The Williams Investment Plus Plan $1.4B · 4,848
- Bok Financial 401(k) Plan $917M · 4,683
- Devon Energy Corporation Incentive Savings Plan $792M · 1,642
- One Gas, Inc. 401(k) Plan $774M · 3,586
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to American Fidelity Companies Employee Savings Plan by total assets, not by location.
- Qbe 401(k) Savings Plan (WI) $634M · 2,562
- J.M. Huber Coporation 401(k) Savings Plan (GA) $634M · 2,200
- Wipfli LLP 401(k) Profit Sharing Plan (WI) $634M · 2,412
- Mks Instruments, Inc. Profit Sharing & 401(k) Plan (MA) $633M · 2,719
Frequently Asked Questions
How did American Fidelity Companies Employee Savings Plan assets move in 2022? ▼
How have American Fidelity Corporation plan assets changed over time? ▼
Where does American Fidelity Companies Employee Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to American Fidelity Companies Employee Savings Plan? ▼
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Filing takeaways
Ways to act on American Fidelity Companies Employee Savings Plan's numbers.
- By total assets, American Fidelity Companies Employee Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Oklahoma. Compare plans
- American Fidelity Corporation's sponsor-wide assets have declined 8.5% since 2022 across 3 plan years on file. More Management of Enterprises plans