Defined Benefit (Pension) · DOL Form 5500 · 2022
Ameriprise Financial, Inc. Pension Plan
Data updated 2026-08-06
- $744M
- Total assets
- 5,652
- Participants
- 99th
- Percentile by assets
- $131,708
- Avg per participant
Official DOL plan name: Ameriprise Financial Retirement Plan · Sponsored by Ameriprise Financial, Inc. · Minnesota · Finance & Insurance
$744M in assets, 5,652 participants
Ameriprise Financial, Inc.'s Ameriprise Financial Retirement Plan reported $744M in total assets and 5,652 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 139,258 plans)
- #9,013 in Finance & Insurance (9,267 peers)
Coverage in Minnesota
Ameriprise Financial Retirement Plan covers 5,652 participants in Minnesota, 4.9x the typical Minnesota plan (state average ~1,161 per filing). Assets: $744M.
- $744M
- total plan assets (2022 EOY)
- 5,652
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $131,708
- avg assets per participant
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,161 participants across 2,725 plans. Ameriprise Financial Retirement Plan reports 5,652 participants - 4.9x that state average ($744M EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $661M |
|---|---|
| Net Assets (End of Year) | $744M |
| Net Income | $83M |
| Employer EIN | 133180631 |
| Plan Effective Date | 2005-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ameriprise Financial, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 14,744 | $3.4B |
| 2023 | 2 | 14,543 | $4.1B |
| 2024 | 1 | 9,295 | $3.6B |
Nearby Defined Benefit (Pension) Plans in Minnesota
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Ameriprise Financial Retirement Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
- 3M Employee Retirement Income Plan $14.0B · 12,160
- Mayo Pension Plan $10.3B · 66,434
- The Travelers Pension Plan $3.9B · 25,144
- U.S. Bank Pension Plan $3.7B · 55,836
- Target Corporation Pension Plan $3.3B · 50,515
Scale composition for Ameriprise Financial Retirement Plan
Ameriprise Financial Retirement Plan reports $744M in end-of-year assets across 5,652 participants (0.006% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.006% of 89,805,449 covered participants) - about $131,708 per participant (96% of the national average assets-per-participant) . Net income for plan year 2022 was $83M.
This plan identity (EIN 133180631, plan #002) has 2 Form 5500 filings on file from 2022 to 2023 , with end-of-year assets moving from $744M to $881M (+18.4%) while covered participants moved from 5,652 to 5,231 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,652 | $744M | This page |
| 2023 · index core | 5,231 | $881M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Ameriprise Financial 401(k) Plan (401(k), $3.6B, 9,295 participants)
- Ameriprise Financial Retirement Plan (Defined Benefit (Pension), $881M, 5,231 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Ameriprise Financial Retirement Plan by total assets, not by location.
- The Ohiohealth Cash Balance Retirement Plan (OH) $746M · 7,923
- Operating Eng Cons Ind Misc. Pension Fund (PA) $742M · 4,222
- U.a. Local No. 393 Defined Benefit Pension Plan (CA) $742M · 1,970
- Modern Woodmen of America Employees' Retirement Plan (IL) $741M · 954
Frequently Asked Questions
How did Ameriprise Financial Retirement Plan assets move in 2022? ▼
How have Ameriprise Financial, Inc. plan assets changed over time? ▼
Where does Ameriprise Financial Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Ameriprise Financial Retirement Plan? ▼
Next read for Ameriprise Financial Retirement Plan
Filing takeaways
Ways to act on Ameriprise Financial Retirement Plan's numbers.
- By total assets, Ameriprise Financial 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 Minnesota. Compare plans
- Ameriprise Financial, Inc.'s sponsor-wide assets have grown 6.0% since 2022 across 3 plan years on file. More Finance & Insurance plans