401(k) · DOL Form 5500 · 2022

American Advisors Group 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
1,447
Participants Near avg headcount
88th
Percentile by assets National rank
$33,053
Avg per participant Low balance/head
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Official DOL plan name: American Advisors Group 401(k) Plan · Sponsored by American Advisors Group · California · Finance & Insurance

$48M in assets, 1,447 participants

American Advisors Group's American Advisors Group 401(k) Plan reported $48M in total assets and 1,447 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,422 in Finance & Insurance (9,261 peers)

Coverage in California

American Advisors Group 401(k) Plan covers 1,447 participants in California, 2.3x the typical California plan (state average ~630 per filing). Assets: $48M.

#7,422
in Finance & Insurance (9,261 peers)
-11.2%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

American Advisors Group 401(k) Plan's outsized position by total assets

American Advisors Group 401(k) Plan vs every filed plan by assets

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

$47,827,048 Top 12% higher than 88% 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 Advisors Group 401(k) 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 Advisors Group 401(k) Plan lands in the large band (1,447 participants).

Published 5500 schedule card

Filing strip 201832276 · American Advisors Group PY 2022 · 401(k)

American Advisors Group 401(k) Plan · $48M · 1,447 · 88th

  • EIN $48M
  • EIN 1,447
  • EIN 88th
  • EIN 401(k)
  • EIN near US Sugar Savannah Refinery 401(k) Plan
  • EIN ind #7422

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 Finance & Insurance retirement plans → · Plans in California →

American Advisors Group 401(k) Plan in the asset neighbourhood

Cornerstone 401(k) Retirement Savings PlanCornerstone 401(k) Retiremen…$48MAmerican Advisors Group 401(k) PlanAmerican Advisors Group 401(…$48MCrystal Cabinet Works, Inc. Salary Savings PlanCrystal Cabinet Works, Inc. …$48MUS Sugar Savannah Refinery 401(k) PlanUS Sugar Savannah Refinery 4…$48MRiverstone Group Inc. and Affiliates Employee Savings PlanRiverstone Group Inc. and Af…$48M
End-of-year total assets ($M) among American Advisors Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$48M
Net Income-$6M
Employer EIN201832276
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Advisors Group)

Sponsor-wide plan assets over time

All American Advisors Group plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$20M$40M$60M 202220232024 $47.8M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1,447 $48M
2023 1 737 $3K
2024 1 5 N/A

Nearby 401(k) Plans in California

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

American Advisors Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants American Advisors Group 401(k) Plan, Total assets ($B): 0.047827048 · Participants: 1447American Advisors Group 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
American Advisors Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare American Advisors Group 401(k) Plan side-by-side with 3 peers →

American Advisors Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is US Sugar Savannah Refinery 401(k) Plan in GA ($48M); by covered participants it is Tar Heel Capital Corporation No. 2 Employees Savings Plus Plan in NC (1,447 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,447 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 Advisors Group 401(k) Plan assets move in 2022? ▼
American Advisors Group 401(k) Plan pulled back noticeably - down 11.2% during 2022, from $54M to $48M. Reported net income was -$6M.
Where does American Advisors Group 401(k) Plan rank by assets among Form 5500 filers? ▼
American Advisors Group 401(k) Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to American Advisors Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is US Sugar Savannah Refinery 401(k) Plan in GA ($48M, 424 participants).
Which 401(k) plans cover a similar participant headcount to American Advisors Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tar Heel Capital Corporation No. 2 Employees Savings Plus Plan in NC (1,447 participants, $7M 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 201832276.

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.