401(k) · DOL Form 5500 · 2023

Athene Annuity & Life Company 401(k) Plan

Data updated 2026-08-25

$294M
Total assets Near avg plan size
1,633
Participants Near avg headcount
96th
Percentile by assets National rank
$179,880
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#8,289
in Finance & Insurance (8,869 peers)
+23.1%
assets growth YoY
2.9×
vs typical plan assets (national mean)

Athene Savings & Retirement Plan's outsized position by total assets

Athene Savings & Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$293,744,263 Top 4% higher than 96% of 127,068 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 2023

Athene Savings & Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Athene Savings & Retirement Plan lands in the large band (1,633 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 420175020 · Athene Annuity & Life Company PY 2023 · 401(k)

Athene Savings & Retirement Plan · $294M · 1,633 · 96th

  • EOY $294M
  • 5500 1,633
  • ASSETS 96th
  • PCT 401(k)
  • EIN near Sensata Technologies Contribution and 401(k) Savings Plan
  • RANK ind #8289

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 Iowa →

Athene Savings & Retirement Plan in the asset neighbourhood

The Sparc Group LLC 401(k) Investment and Savings PlanThe Sparc Group LLC 401(k) I…$294MRadian Group Inc. Savings Incentive PlanRadian Group Inc. Savings In…$294MAthene Savings & Retirement PlanAthene Savings & Retirement …$294MSensata Technologies Contribution and 401(k) Savings PlanSensata Technologies Contrib…$294MProfit Sharing and 401(k) Plan for Employees of Carlton FieldsProfit Sharing and 401(k) Pl…$294M
End-of-year total assets ($M) among Athene Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$239M
Net Assets (End of Year)$294M
Net Income$55M
Employer EIN420175020
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Athene Annuity & Life Company)

Sponsor-wide plan assets over time

All Athene Annuity & Life Company plans reported in each filing year

Latest sponsor-wide plan assets
$352M 47.277384838459696% vs 2022
2024 filing year
$200M$250M$300M$350M$400M 202220232024 $239M $352M ▲ +47.3%
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 Scatter plot of 6 data points. -200000200004000060000 012345 Total assets ($B) Participants Athene Savings & Retirement Plan, Total assets ($B): 0.293744263 · Participants: 1633Athene Savings & Retirement PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Athene Savings & Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Athene Savings & Retirement Plan side-by-side with 3 peers →

Athene Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Sensata Technologies Contribution and 401(k) Savings Plan in MA ($294M); by covered participants it is Bergstrom Corporation 401(k) Plan in WI (1,633 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,633 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Athene Savings & Retirement Plan assets move in 2023? ▼
Athene Savings & Retirement Plan grew sharply - up 23.1% during 2023, from $239M to $294M. Reported net income was $55M.
How have Athene Annuity & Life Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Athene Annuity & Life Company's sponsor-wide assets grew 47.3%, from $239M to $352M.
Where does Athene Savings & Retirement Plan rank by assets among Form 5500 filers? ▼
Athene Savings & Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Athene Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sensata Technologies Contribution and 401(k) Savings Plan in MA ($294M, 1,558 participants).
Which 401(k) plans cover a similar participant headcount to Athene Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bergstrom Corporation 401(k) Plan in WI (1,633 participants, $86M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 420175020.

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.