401(k) · DOL Form 5500 · 2023

American Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$2.1B
Total assets Very large vs avg
6,912
Participants Above avg headcount
99th
Percentile by assets National rank
$299,096
Avg per participant High balance/head
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Official DOL plan name: American Financial Group 401(k) Retirement and Savings Plan · Sponsored by American Financial Group, Inc. · Ohio · Management of Enterprises

$2.1B in assets, 6,912 participants

American Financial Group, Inc.'s American Financial Group 401(k) Retirement and Savings Plan reported $2.1B in total assets and 6,912 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #1,108 in Management of Enterprises (1,137 peers)

Coverage in Ohio

American Financial Group 401(k) Retirement and Savings Plan covers 6,912 participants in Ohio, 9.0x the typical Ohio plan (state average ~765 per filing). Assets: $2.1B.

#1,108
in Management of Enterprises (1,137 peers)
+10.7%
assets growth YoY
21×
vs typical plan assets (national mean)

American Financial Group 401(k) Retirement and Savings Plan's outsized position by total assets

American Financial Group 401(k) Retirement and Savings Plan vs every filed plan by assets

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

$2,067,348,792 Top 1% higher than 99% 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 Financial Group 401(k) Retirement and Savings 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. American Financial Group 401(k) Retirement and Savings Plan lands in the large band (6,912 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Financial Group 401(k) Retirement and Savings Plan reported net income rose from -$271M in the plan year 2022 filing to $199M in the plan year 2023 filing.
  • American Financial Group 401(k) Retirement and Savings Plan end-of-year assets rose from $1.9B in the plan year 2022 filing to $2.1B in the plan year 2023 filing.
  • American Financial Group 401(k) Retirement and Savings Plan reported participants rose from 6,642 in the plan year 2022 filing to 6,912 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 311544320 · American Financial Group, Inc. PY 2023 · 401(k)

American Financial Group 401(k) Retirement and Savings Plan · $2.1B · 6,912 · 99th

  • RANK $2.1B
  • PHOTO 6,912
  • IND 99th
  • EOY 401(k)
  • 5500 near Quad/Graphics Diversified Plan
  • ASSETS ind #1108

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 Management of Enterprises retirement plans → · Plans in Ohio →

American Financial Group 401(k) Retirement and Savings Plan in the asset neighbourhood

American Financial Group 401(k) Retirement and Savings PlanAmerican Financial Group 401…$2.1BQuad/Graphics Diversified PlanQuad/Graphics Diversified Pl…$2.1BRicoh USA, Inc. Retirement Savings PlanRicoh USA, Inc. Retirement S…$2.1BBusiness Performance Savings Plan of Hallmark Cards, IncorporatedBusiness Performance Savings…$2.1BJacobs Technology Inc. Employees' Savings PlanJacobs Technology Inc. Emplo…$2.1B
End-of-year total assets ($B) among American Financial Group 401(k) Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$1.9B
Net Assets (End of Year)$2.1B
Net Income$199M
Employer EIN311544320
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Financial Group, Inc.)

Sponsor-wide plan assets over time

All American Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2.3B 24.077290718379622% vs 2022
2024 filing year
$1.8B$2B$2.2B$2.4B 202220232024 $1.87B $2.32B ▲ +24.1%
Year Plans Participants Total Assets
2022 1 6,642 $1.9B
2023 1 6,912 $2.1B
2024 1 7,600 $2.3B

Nearby 401(k) Plans in Ohio

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

American Financial Group 401(k) Retirement and Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. 050000100000150000 0510152025 Total assets ($B) Participants American Financial Group 401(k) Retirement and Savings Plan, Total assets ($B): 2.067348792 · Participants: 6912American Financial Group 401(k) Retirement and Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
American Financial Group 401(k) Retirement and Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare American Financial Group 401(k) Retirement and Savings Plan side-by-side with 3 peers →

Scale composition for American Financial Group 401(k) Retirement and Savings Plan

American Financial Group 401(k) Retirement and Savings Plan reports $2.1B in end-of-year assets across 6,912 participants (0.017% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $299,096 per participant (2.2x the national average assets-per-participant) . Net income for plan year 2023 was $199M.

This plan identity (EIN 311544320, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.9B to $2.3B (+24.1%) while covered participants moved from 6,642 to 7,600 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,642 $1.9B Open filing
2023 6,912 $2.1B This page
2024 · index core 7,600 $2.3B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

American Financial Group 401(k) Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Quad/Graphics Diversified Plan in WI ($2.1B); by covered participants it is Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan in HI (6,909 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.1B here).

Similar participant headcount

Nearest other-state filings by covered participants (6,912 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 Financial Group 401(k) Retirement and Savings Plan assets move in 2023? ▼
American Financial Group 401(k) Retirement and Savings Plan grew at a solid clip - up 10.7% during 2023, from $1.9B to $2.1B. Reported net income was $199M.
How have American Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Financial Group, Inc.'s sponsor-wide assets grew 24.1%, from $1.9B to $2.3B.
Where does American Financial Group 401(k) Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
American Financial Group 401(k) Retirement and Savings Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to American Financial Group 401(k) Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Quad/Graphics Diversified Plan in WI ($2.1B, 11,766 participants).
Which 401(k) plans cover a similar participant headcount to American Financial Group 401(k) Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan in HI (6,909 participants, $149M 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 311544320.

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.