Defined Benefit (Pension) · DOL Form 5500 · 2022

American Express Company and Its Participating Subsidiaries Pension Plan

Data updated 2026-08-25

$1.0B
Total assets Very large vs avg
3,915
Participants Above avg headcount
99th
Percentile by assets National rank
$259,442
Avg per participant Above avg balance/head
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Official DOL plan name: American Express Retirement Plan · Sponsored by American Express Company and Its Participating Subsidiaries · New York · Finance & Insurance

$1.0B in assets, 3,915 participants

American Express Company and Its Participating Subsidiaries's American Express Retirement Plan reported $1.0B in total assets and 3,915 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #9,060 in Finance & Insurance (9,261 peers)

Coverage in New York

American Express Retirement Plan covers 3,915 participants in New York, 4.9x the typical New York plan (state average ~798 per filing). Assets: $1.0B.

#9,060
in Finance & Insurance (9,261 peers)
+6.1%
assets growth YoY
10×
vs typical plan assets (national mean)

American Express Retirement Plan's outsized position by total assets

American Express Retirement Plan vs every filed plan by assets

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

$1,015,716,240 Top 1% higher than 99% 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 Express Retirement 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 Express Retirement Plan lands in the large band (3,915 participants).

DOL schedule card

Filing strip 134922250 · American Express Company and Its Participating Subsidiaries PY 2022 · Defined Benefit (Pension)

American Express Retirement Plan · $1.0B · 3,915 · 99th

  • PHOTO $1.0B
  • IND 3,915
  • EOY 99th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada
  • PCT ind #9060

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 New York →

American Express Retirement Plan in the asset neighbourhood

American Express Retirement PlanAmerican Express Retirement …$1.0BRetirement Plan for Certain Represented EmployeesRetirement Plan for Certain …$1.0BSheet Metal Workers' Pension Plan of Southern California Arizona and NevadaSheet Metal Workers' Pension…$1.0BMeijer Hourly Pension Plan$1.0BAgere Systems Pension Plan$1.0B
End-of-year total assets ($B) among American Express Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$957M
Net Assets (End of Year)$951M
Net Income$3M
Employer EIN134922250
Plan Effective Date1985-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Express Company and Its Participating Subsidiaries)

Sponsor-wide plan assets over time

All American Express Company and Its Participating Subsidiaries plans reported in each filing year

Latest sponsor-wide plan assets
$10.2B 34.52637272862938% vs 2022
2024 filing year
$7B$8B$9B$10B$11B 202220232024 $7.56B $10.2B ▲ +34.4%
Year Plans Participants Total Assets
2022 2 25,649 $7.6B
2023 2 30,157 $9.0B
2024 2 28,364 $10.2B

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

American Express Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -100102030 Total assets ($B) Participants American Express Retirement Plan, Total assets ($B): 1.01571624 · Participants: 3915American Express Retirement PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
American Express Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare American Express Retirement Plan side-by-side with 3 peers →

American Express Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada in CA ($1.0B); by covered participants it is Mid-Atlantic Regional Council of Carpenters' Pension Plan in MD (3,915 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.0B here).

Similar participant headcount

Nearest other-state filings by covered participants (3,915 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 Express Retirement Plan assets move in 2022? ▼
American Express Retirement Plan grew at a solid clip - up 6.1% during 2022, from $957M to $1.0B. Reported net income was $3M.
How have American Express Company and Its Participating Subsidiaries plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Express Company and Its Participating Subsidiaries's sponsor-wide assets grew 34.5%, from $7.6B to $10.2B.
Where does American Express Retirement Plan rank by assets among Form 5500 filers? ▼
American Express Retirement Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to American Express Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada in CA ($1.0B, 4,357 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to American Express Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mid-Atlantic Regional Council of Carpenters' Pension Plan in MD (3,915 participants, $554M 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 134922250.

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.