401(k) · DOL Form 5500 · 2023

American United Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size: 777
Participants Near avg headcount: 86th
Percentile by assets National rank: $65,840
Avg per participant Below avg balance/head

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Official DOL plan name: American United Life Insurance Company Agents 401(k) Plan · Sponsored by American United Life Insurance Company · Indiana · Finance & Insurance

$51M in assets, 777 participants

American United Life Insurance Company's American United Life Insurance Company Agents 401(k) Plan reported $51M in total assets and 777 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

#6,927 in Finance & Insurance (8,869 peers)

Where American United Life Insurance Company Agents 401(k) Plan sits by assets

American United Life Insurance Company Agents 401(k) Plan sits in the top quartile of all filed plans by assets, $51M for 777 participants (~$65,840/participant), up 12.5% in 2023.

#6,927
in Finance & Insurance (8,869 peers): +12.5%
assets growth YoY: 0.5×
vs typical plan assets (national mean)

American United Life Insurance Company Agents 401(k) Plan's outsized position by total assets

American United Life Insurance Company Agents 401(k) Plan vs every filed plan by assets

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

$51,157,755 Top 14% higher than 86% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

American United Life Insurance Company Agents 401(k) 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 United Life Insurance Company Agents 401(k) Plan sits mid-pack in the medium band (777 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

American United Life Insurance Company Agents 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
American United Life Insurance Company Agents 401(k) Plan end-of-year assets rose from $45M in the plan year 2022 filing to $51M in the plan year 2023 filing.
American United Life Insurance Company Agents 401(k) Plan reported participants fell from 802 in the plan year 2022 filing to 777 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 350145825 · American United Life Insurance Company PY 2023 · 401(k)

American United Life Insurance Company Agents 401(k) Plan · $51M · 777 · 86th

BOY $51M
BOY 777
BOY 86th
BOY 401(k)
BOY near The Palmer-Donavin Retirement Plan
BOY ind #6927

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 Indiana →

End-of-year total assets ($M) among American United Life Insurance Company Agents 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$45M
Net Assets (End of Year)	$51M
Net Income	$6M
Employer EIN	350145825
Plan Effective Date	1948-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (American United Life Insurance Company)

Latest sponsor-wide plan assets: $598M 23.423860786181937% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	3,243	$485M
2023	2	3,213	$545M
2024	2	3,252	$598M

Nearby 401(k) Plans in Indiana

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

American United Life Insurance Company Agents 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

The Lilly Employee 401(k) Plan $11.1B · 17,583
Elevance Health 401(k) Plan $11.0B · 76,590
Cummins Retirement and Savings Plan $5.7B · 28,381
Iu Health 401(k) Savings Plan $3.9B · 38,575
Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015

Compare American United Life Insurance Company Agents 401(k) Plan side-by-side with 3 peers →

American United Life Insurance Company Agents 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is The Palmer-Donavin Retirement Plan in OH ($51M); by covered participants it is U.S. Occmed Holdings, LLC 401(k) Plan in TX (777 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($51M here).

The Palmer-Donavin Retirement Plan (OH) $51M · 524
Lion Copolymer Geismar LLC Savings and Supplemental Plan (LA) $51M · 187
Varde Management, L.P. Retirement Savings Plan (MN) $51M · 162
Mclanahan Corporation Employee's 401(k) Retirement Plan (PA) $51M · 343

Similar participant headcount

Nearest other-state filings by covered participants (777 participants); asset peers above are excluded.

U.S. Occmed Holdings, LLC 401(k) Plan (TX) 777 · 0 off
The Love Companies 401(k) Plan (MO) 777 · 0 off
Dfs Retirement Plan (HI) 777 · 0 off
Kps Global, LLC 401(k) Plan (TX) 777 · 0 off

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 United Life Insurance Company Agents 401(k) Plan assets move in 2023? ▼

American United Life Insurance Company Agents 401(k) Plan grew at a solid clip - up 12.5% during 2023, from $45M to $51M. Reported net income was $6M.

How have American United Life Insurance Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), American United Life Insurance Company's sponsor-wide assets grew 23.4%, from $485M to $598M.

Where does American United Life Insurance Company Agents 401(k) Plan rank by assets among Form 5500 filers? ▼

American United Life Insurance Company Agents 401(k) Plan ranks in the 86th 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 United Life Insurance Company Agents 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Palmer-Donavin Retirement Plan in OH ($51M, 524 participants).

Which 401(k) plans cover a similar participant headcount to American United Life Insurance Company Agents 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is U.S. Occmed Holdings, LLC 401(k) Plan in TX (777 participants, $31M 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 350145825.