401(k) · DOL Form 5500 · 2023

American Equity Investment Life Holding Company 401(k) Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
818
Participants Near avg headcount
90th
Percentile by assets National rank
$106,990
Avg per participant Below avg balance/head
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Official DOL plan name: American Equity Investment Profit Sharing and 401(k) Plan · Sponsored by American Equity Investment Life Holding Company · Iowa · Finance & Insurance

$88M in assets, 818 participants

American Equity Investment Life Holding Company's American Equity Investment Profit Sharing and 401(k) Plan reported $88M in total assets and 818 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,550 in Finance & Insurance (8,869 peers)

Where American Equity Investment Profit Sharing and 401(k) Plan sits by assets

American Equity Investment Profit Sharing and 401(k) Plan sits in the top 10% of all filed plans by assets, $88M for 818 participants (~$106,990/participant), up 28.7% in 2023.

#7,550
in Finance & Insurance (8,869 peers)
+28.7%
assets growth YoY
0.9×
vs typical plan assets (national mean)

American Equity Investment Profit Sharing and 401(k) Plan's outsized position by total assets

American Equity Investment Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$87,518,094 Top 10% higher than 90% 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 Equity Investment Profit Sharing and 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 Equity Investment Profit Sharing and 401(k) Plan sits mid-pack in the medium band (818 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Equity Investment Profit Sharing and 401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • American Equity Investment Profit Sharing and 401(k) Plan end-of-year assets rose from $68M in the plan year 2022 filing to $88M in the plan year 2023 filing.
  • American Equity Investment Profit Sharing and 401(k) Plan reported participants rose from 808 in the plan year 2022 filing to 818 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 421447959 · American Equity Investment Life Holding Company PY 2023 · 401(k)

American Equity Investment Profit Sharing and 401(k) Plan · $88M · 818 · 90th

  • NET $88M
  • BOOK 818
  • VS-ST 90th
  • BOY 401(k)
  • SCH near Fry Communications, Inc. Retirement Plan
  • EBSA ind #7550

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 →

American Equity Investment Profit Sharing and 401(k) Plan in the asset neighbourhood

Fry Communications, Inc. Retirement PlanFry Communications, Inc. Ret…$88MTom Tom North America 401(k) PlanTom Tom North America 401(k)…$88MMichigan Sugar Company 401(k) Savings PlanMichigan Sugar Company 401(k…$88MAmerican Equity Investment Profit Sharing and 401(k) PlanAmerican Equity Investment P…$88MEagle Physicians and Associates, P.a. Employees' Savings and Retirement PlanEagle Physicians and Associa…$88M
End-of-year total assets ($M) among American Equity Investment Profit Sharing and 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)$68M
Net Assets (End of Year)$88M
Net Income$20M
Employer EIN421447959
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Equity Investment Life Holding Company)

Sponsor-wide plan assets over time

All American Equity Investment Life Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$153M 36.9981444332311% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $112M $153M ▲ +37.0%
Year Plans Participants Total Assets
2022 2 1,492 $112M
2023 3 2,387 $139M
2024 1 987 $153M

Nearby 401(k) Plans in Iowa

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

American Equity Investment Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants American Equity Investment Profit Sharing and 401(k) Plan, Total assets ($B): 0.087518094 · Participants: 818American Equity Investment Profit Sharing and 401(k) 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
American Equity Investment Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare American Equity Investment Profit Sharing and 401(k) Plan side-by-side with 3 peers →

American Equity Investment Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Fry Communications, Inc. Retirement Plan in PA ($88M); by covered participants it is Revolution Foods, Inc 401(k) Plan in CA (818 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (818 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 American Equity Investment Profit Sharing and 401(k) Plan assets move in 2023? ▼
American Equity Investment Profit Sharing and 401(k) Plan grew sharply - up 28.7% during 2023, from $68M to $88M. Reported net income was $20M.
How have American Equity Investment Life Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Equity Investment Life Holding Company's sponsor-wide assets grew 37.0%, from $112M to $153M.
Where does American Equity Investment Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
American Equity Investment Profit Sharing and 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to American Equity Investment Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fry Communications, Inc. Retirement Plan in PA ($88M, 649 participants).
Which 401(k) plans cover a similar participant headcount to American Equity Investment Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revolution Foods, Inc 401(k) Plan in CA (818 participants, N/A 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 421447959.

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.