401(k) · DOL Form 5500 · 2023
Athene Annuity & Life Company 401(k) Plan
Data updated 2026-08-11
- $294M
- Total assets
- 1,633
- Participants
- 96th
- Percentile by assets
- $179,880
- Avg per participant
Official DOL plan name: Athene Savings & Retirement Plan · Sponsored by Athene Annuity & Life Company · Iowa · Finance & Insurance
$294M in assets, 1,633 participants
Athene Annuity & Life Company's Athene Savings & Retirement Plan reported $294M in total assets and 1,633 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #8,289 in Finance & Insurance (8,869 peers)
Coverage in Iowa
Athene Savings & Retirement Plan covers 1,633 participants in Iowa, 2.7x the typical Iowa plan (state average ~609 per filing). Assets: $294M.
- $294M
- total plan assets (2023 EOY)
- 1,633
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $179,880
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Athene Savings & Retirement Plan reported net income rose from -$49M in the plan year 2022 filing to $55M in the plan year 2023 filing.
- Athene Savings & Retirement Plan reported participants rose from 1,311 in the plan year 2022 filing to 1,633 in the plan year 2023 filing.
- Athene Savings & Retirement Plan end-of-year assets rose from $239M in the plan year 2022 filing to $294M in the plan year 2023 filing.
Participants vs Iowa filers
In Iowa, the average filing covers about 609 participants across 1,246 plans. Athene Savings & Retirement Plan reports 1,633 participants - 2.7x that state average ($294M EOY assets).
Iowa filing particulars
| Total Assets (Beginning of Year) | $239M |
|---|---|
| Net Assets (End of Year) | $294M |
| Net Income | $55M |
| Employer EIN | 420175020 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Athene Annuity & Life Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,311 | $239M |
| 2023 | 1 | 1,633 | $294M |
| 2024 | 1 | 1,862 | $352M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Athene Savings & Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Athene Savings & Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Athene Savings & Retirement Plan assets move in 2023? ▼
How have Athene Annuity & Life Company plan assets changed over time? ▼
Where does Athene Savings & Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Athene Savings & Retirement Plan? ▼
Next read for Athene Savings & Retirement Plan
Filing takeaways
Ways to act on Athene Savings & Retirement Plan's numbers.
- By total assets, Athene Savings & Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Iowa. Compare plans
- Athene Annuity & Life Company's sponsor-wide assets have grown 47.3% since 2022 across 3 plan years on file. More Finance & Insurance plans