Defined Benefit (Pension) · DOL Form 5500 · 2023
American Electric Power Service Corporation Pension Plan
Data updated 2026-08-25
- $4.5B
- Total assets Very large vs avg
- 15,595
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $287,008
- Avg per participant High balance/head
Official DOL plan name: American Electric Power System Retirement Plan · Sponsored by American Electric Power Service Corporation · Ohio · Utilities
$4.5B in assets, 15,595 participants
American Electric Power Service Corporation's American Electric Power System Retirement Plan reported $4.5B in total assets and 15,595 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #698 in Utilities (721 peers)
Coverage in Ohio
American Electric Power System Retirement Plan covers 15,595 participants in Ohio, 20x the typical Ohio plan (state average ~765 per filing). Assets: $4.5B.
- #698
- in Utilities (721 peers)
- -0.5%
- assets change YoY
- 45×
- vs typical plan assets (national mean)
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
American Electric Power System Retirement Plan's outsized position by total assets
American Electric Power System Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,475,896,468 Highest reported value at or above every one 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 Electric Power System Retirement Plan's mega-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 Electric Power System Retirement Plan is a mega filing (15,595 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- American Electric Power System Retirement Plan reported net income rose from -$1.4B in the plan year 2022 filing to -$11M in the plan year 2023 filing.
- American Electric Power System Retirement Plan reported participants fell from 15,837 in the plan year 2022 filing to 15,595 in the plan year 2023 filing.
- American Electric Power System Retirement Plan end-of-year assets fell from $4.5B in the plan year 2022 filing to $4.5B in the plan year 2023 filing.
DOL schedule card
Filing strip 134922641 · American Electric Power Service Corporation PY 2023 · Defined Benefit (Pension)
American Electric Power System Retirement Plan · $4.5B · 15,595 · 100th
- PHOTO $4.5B
- IND 15,595
- EOY 100th
- 5500 Defined Benefit (Pension)
- ASSETS near National Automatic Sprinkler Industry Pension Fund
- PCT ind #698
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 Utilities retirement plans → · Plans in Ohio →
American Electric Power System Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $4.5B |
|---|---|
| Net Assets (End of Year) | $4.4B |
| Net Income | -$11M |
| Employer EIN | 134922641 |
| Plan Effective Date | 1940-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Electric Power Service Corporation)
Sponsor-wide plan assets over time
All American Electric Power Service Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $9.3B 1.1984019481086186% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 32,822 | $9.2B |
| 2023 | 2 | 32,886 | $9.6B |
| 2024 | 2 | 33,604 | $9.3B |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Firstenergy Corp. Master Pension Plan $7.1B · 12,304
- Nationwide Retirement Plan $5.3B · 22,311
- Parker Defined Benefit Plan $3.7B · 191
- Ohio Operating Engineers Pension Plan $3.6B · 10,029
- Laborers District Council & Contractors Pension Fund of Ohio $2.7B · 14,152
Scale composition for American Electric Power System Retirement Plan
American Electric Power System Retirement Plan reports $4.5B in end-of-year assets across 15,595 participants (0.036% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.017% of 93,925,755 covered participants) - about $287,008 per participant (2.1x the national average assets-per-participant) . Net income for plan year 2023 was -$11M.
This plan identity (EIN 134922641, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.5B to $4.1B (-9.2%) while covered participants moved from 15,837 to 16,073 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 15,837 | $4.5B | Open filing |
| 2023 | 15,595 | $4.5B | This page |
| 2024 · index core | 16,073 | $4.1B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Aep Retirement Savings 401(k) Plan (401(k), $5.2B, 17,531 participants)
- American Electric Power System Retirement Plan (Defined Benefit (Pension), $4.1B, 16,073 participants)
American Electric Power System Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is National Automatic Sprinkler Industry Pension Fund in MD ($4.5B); by covered participants it is Delta Retirement Plan in GA (15,601 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.5B here).
- National Automatic Sprinkler Industry Pension Fund (MD) $4.5B · 15,047
- Producer-Writers Guild of America Pension Plan (CA) $4.5B · 10,450
- Abbvie Pension Plan (IL) $4.4B · 14,619
- Northwest Airlines Pension Plan for Pilot Employees (GA) $4.5B · 1,483
Similar participant headcount
Nearest other-state filings by covered participants (15,595 participants); asset peers above are excluded.
- Delta Retirement Plan (GA) 15,601 · 6 off
- The New York and Presbyterian Hospital Retirement Plan (NY) 15,551 · 44 off
- Twin City Hospitals - Minnesota Nurses Association Pension Plan (MN) 15,517 · 78 off
- 1199seiu Greater New York Pension Fund (NY) 15,316 · 279 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.