Defined Benefit (Pension) · DOL Form 5500 · 2022
Ameriprise Financial, Inc. Pension Plan
Data updated 2026-08-25
- $744M
- Total assets Above avg plan size
- 5,652
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $131,708
- Avg per participant Near avg balance/head
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.
- #9,007 in Finance & Insurance (9,261 peers)
Coverage in Minnesota
Ameriprise Financial Retirement Plan covers 5,652 participants in Minnesota, 5.0x the typical Minnesota plan (state average ~1,126 per filing). Assets: $744M.
- #9,007
- in Finance & Insurance (9,261 peers)
- +12.6%
- assets growth YoY
- 7.5×
- vs typical plan assets (national mean)
Ameriprise Financial Retirement Plan's outsized position by total assets
Ameriprise Financial Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$744,416,400 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Ameriprise Financial 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. Ameriprise Financial Retirement Plan lands in the large band (5,652 participants).
EBSA filing schedule strip
Filing strip 133180631 · Ameriprise Financial, Inc. PY 2022 · Defined Benefit (Pension)
Ameriprise Financial Retirement Plan · $744M · 5,652 · 99th
- BOOK $744M
- BOOK 5,652
- BOOK 99th
- BOOK Defined Benefit (Pension)
- BOOK near The Ohiohealth Cash Balance Retirement Plan
- BOOK ind #9007
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 Minnesota →
Ameriprise Financial Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Ameriprise Financial, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.5B 33.033594133784206% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 14,744 | $3.4B |
| 2023 | 2 | 14,543 | $4.1B |
| 2024 | 2 | 14,042 | $4.5B |
Nearby Defined Benefit (Pension) Plans in Minnesota
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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 $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $131,708 per participant (95% of the national average assets-per-participant) . Net income for plan year 2022 was $83M.
This plan identity (EIN 133180631, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $744M to $922M (+23.8%) while covered participants moved from 5,652 to 4,747 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,652 | $744M | This page |
| 2023 | 5,231 | $881M | Open filing |
| 2024 · index core | 4,747 | $922M | 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), $922M, 4,747 participants)
Ameriprise Financial Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Minnesota, the nearest Defined Benefit (Pension) by assets is The Ohiohealth Cash Balance Retirement Plan in OH ($746M); by covered participants it is Carpenters Pension and Annuity Plan of Philadelphia and Vicinity in PA (5,652 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($744M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,652 participants); asset peers above are excluded.
- Carpenters Pension and Annuity Plan of Philadelphia and Vicinity (PA) 5,652 · 0 off
- United Food & Commercial Workers Union Local 880 - Retail Food Employers Joint Pension Fund (OH) 5,652 · 0 off
- Carpenters Pension Trust Fund of Kansas City (MO) 5,650 · 2 off
- Sheet Metal Workers Pension Plan of Northern California (CA) 5,634 · 18 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.