Defined Benefit (Pension) · DOL Form 5500 · 2022

American Express Company and Its Participating Subsidiaries Pension Plan

Data updated 2026-08-11

$1.0B
Total assets
3,915
Participants
99th
Percentile by assets
$259,442
Avg per participant
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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.

  • 99th percentile by assets (of 139,126 plans)
  • #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.

$1.0B
total plan assets (2022 EOY)
3,915
covered participants
99th
percentile by assets (of 139,126 plans)
$259,442
avg assets per participant

Where American Express Retirement Plan sits 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 $2,010,000,000 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

State
New York
Industry
Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. American Express Retirement Plan reports 3,915 participants - 4.9x that state average ($1.0B EOY assets).

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)

$7B$8B$9B$10B$11B 202220232024 $7.56B $10.2B ▲ +34.4%
Total plan assets by year, all American Express Company and Its Participating Subsidiaries plans on file
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

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 Ret…IBM Personal Pension…Consolidated Edison …Pepsico Employees Re…New York State Nurse…New York District Co…
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 →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to American Express Retirement Plan by total assets, not by location.

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).

Next read for American Express Retirement Plan

Filing takeaways

Ways to act on American Express Retirement Plan's numbers.

  • By total assets, American Express Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
  • American Express Company and Its Participating Subsidiaries's sponsor-wide assets have grown 34.5% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.