401(k) · DOL Form 5500 · 2023

American Income Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
321
Participants Below avg headcount
75th
Percentile by assets National rank
$71,219
Avg per participant Below avg balance/head
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Official DOL plan name: American Income Life Insurance Company Exempt Employees 401(k) Profit Sharing Plan · Sponsored by American Income Life Insurance Company · Texas · Finance & Insurance

$23M in assets, 321 participants

American Income Life Insurance Company's American Income Life Insurance Company Exempt Employees 401(k) Profit Sharing Plan reported $23M in total assets and 321 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,526 in Finance & Insurance (8,869 peers)

Coverage in Texas

American Income Life Insurance Company Exempt Employees 401(k) Profit Sharing Plan covers 321 participants in Texas, about 47% of the average Texas filer (state average ~688 per filing). Assets: $23M.

#5,526
in Finance & Insurance (8,869 peers)
+16.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

American Income Life Insurance Company Exempt Employees 401(k) Profit Sharing Plan's outsized position by total assets

American Income Life Insurance Company Exempt Employees 401(k) Profit Sharing Plan vs every filed plan by assets

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

$22,861,221 Top 25% higher than 75% 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

American Income Life Insurance Company Exempt Employees 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Income Life Insurance Company Exempt Employees 401(k) Profit Sharing Plan sits mid-pack in the medium band (321 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Income Life Insurance Company Exempt Employees 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • American Income Life Insurance Company Exempt Employees 401(k) Profit Sharing Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • American Income Life Insurance Company Exempt Employees 401(k) Profit Sharing Plan reported participants rose from 282 in the plan year 2022 filing to 321 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 741365936 · American Income Life Insurance Company PY 2023 · 401(k)

American Income Life Insurance Company Exempt Employees 401(k) Profit Sharing Plan · $23M · 321 · 75th

  • EIN $23M
  • EIN 321
  • EIN 75th
  • EIN 401(k)
  • EIN near Associated Agencies, Inc. 401(k) Profit Sharing Plan
  • EIN ind #5526

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 Texas →

American Income Life Insurance Company Exempt Employees 401(k) Profit Sharing Plan in the asset neighbourhood

American Income Life Insurance Company Exempt Employees 401(k) Profit Sharing PlanAmerican Income Life Insuran…$23MAssociated Agencies, Inc. 401(k) Profit Sharing PlanAssociated Agencies, Inc. 40…$23MFieldwork, Inc. 401(k) and Profit Sharing PlanFieldwork, Inc. 401(k) and P…$23MTld USA Profit Sharing and Savings PlanTld USA Profit Sharing and S…$23MLipman 401(k) Plan$23M
End-of-year total assets ($M) among American Income Life Insurance Company Exempt Employees 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN741365936
Plan Effective Date1965-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Income Life Insurance Company)

Sponsor-wide plan assets over time

All American Income Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$70M 11.853040704153212% vs 2022
2024 filing year
$60M$65M$70M$75M 202220232024 $62.8M $70.3M ▲ +11.9%
Year Plans Participants Total Assets
2022 2 798 $63M
2023 2 859 $66M
2024 2 897 $70M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

American Income Life Insurance Company Exempt Employees 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants American Income Life Insurance Company Exempt Employees 401(k) Profit Sharing Plan, Total assets ($B): 0.022861221 · Participants: 321American Income Life Insurance Company Exempt Employees 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
American Income Life Insurance Company Exempt Employees 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare American Income Life Insurance Company Exempt Employees 401(k) Profit Sharing Plan side-by-side with 3 peers →

American Income Life Insurance Company Exempt Employees 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Associated Agencies, Inc. 401(k) Profit Sharing Plan in IL ($23M); by covered participants it is Sun City Summerlin Community Association, Inc. 401(k) Plan in NV (321 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

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 American Income Life Insurance Company Exempt Employees 401(k) Profit Sharing Plan assets move in 2023? ▼
American Income Life Insurance Company Exempt Employees 401(k) Profit Sharing Plan grew sharply - up 16.0% during 2023, from $20M to $23M. Reported net income was $3M.
How have American Income Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Income Life Insurance Company's sponsor-wide assets grew 11.9%, from $63M to $70M.
Where does American Income Life Insurance Company Exempt Employees 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
American Income Life Insurance Company Exempt Employees 401(k) Profit Sharing Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to American Income Life Insurance Company Exempt Employees 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Associated Agencies, Inc. 401(k) Profit Sharing Plan in IL ($23M, 118 participants).
Which 401(k) plans cover a similar participant headcount to American Income Life Insurance Company Exempt Employees 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sun City Summerlin Community Association, Inc. 401(k) Plan in NV (321 participants, $4M 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 741365936.

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.