401(k) · DOL Form 5500 · 2023

American Fidelity Corporation 401(k) Plan

Data updated 2026-08-25

$751M
Total assets Above avg plan size
3,445
Participants Above avg headcount
98th
Percentile by assets National rank
$217,891
Avg per participant Above avg balance/head
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Official DOL plan name: American Fidelity Companies Employee Savings Plan · Sponsored by American Fidelity Corporation · Oklahoma · Management of Enterprises

$751M in assets, 3,445 participants

American Fidelity Corporation's American Fidelity Companies Employee Savings Plan reported $751M in total assets and 3,445 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #1,056 in Management of Enterprises (1,137 peers)

Coverage in Oklahoma

American Fidelity Companies Employee Savings Plan covers 3,445 participants in Oklahoma, 4.5x the typical Oklahoma plan (state average ~760 per filing). Assets: $751M.

#1,056
in Management of Enterprises (1,137 peers)
+18.4%
assets growth YoY
7.5×
vs typical plan assets (national mean)

American Fidelity Companies Employee Savings Plan's outsized position by total assets

American Fidelity Companies Employee Savings Plan vs every filed plan by assets

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

$750,633,750 Top 2% higher than 98% 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 Fidelity Companies Employee 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 Fidelity Companies Employee Savings Plan lands in the large band (3,445 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Fidelity Companies Employee Savings Plan reported net income rose from -$100M in the plan year 2022 filing to $117M in the plan year 2023 filing.
  • American Fidelity Companies Employee Savings Plan end-of-year assets rose from $634M in the plan year 2022 filing to $751M in the plan year 2023 filing.
  • American Fidelity Companies Employee Savings Plan reported participants rose from 3,268 in the plan year 2022 filing to 3,445 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 730966202 · American Fidelity Corporation PY 2023 · 401(k)

American Fidelity Companies Employee Savings Plan · $751M · 3,445 · 98th

  • BOOK $751M
  • BOOK 3,445
  • BOOK 98th
  • BOOK 401(k)
  • BOOK near Giant Eagle Inc Employee Savings Plan
  • BOOK ind #1056

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 Oklahoma →

American Fidelity Companies Employee Savings Plan in the asset neighbourhood

Hcr Manorcare Retirement Savings 401(k) PlanHcr Manorcare Retirement Sav…$751MInvestment & Employee Stock Ownership Plan of AvistaInvestment & Employee Stock …$751MExcellus 401(k) Plan$751MGiant Eagle Inc Employee Savings PlanGiant Eagle Inc Employee Sav…$751MAmerican Fidelity Companies Employee Savings PlanAmerican Fidelity Companies …$751M
End-of-year total assets ($M) among American Fidelity Companies Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$634M
Net Assets (End of Year)$751M
Net Income$117M
Employer EIN730966202
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Fidelity Corporation)

Sponsor-wide plan assets over time

All American Fidelity Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$870M 8.534122466265044% vs 2022
2024 filing year
$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.95B $0.87B ▼ -8.4%
Year Plans Participants Total Assets
2022 2 5,055 $952M
2023 2 5,083 $1.1B
2024 1 3,606 $870M

Nearby 401(k) Plans in Oklahoma

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

American Fidelity Companies Employee Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 012345 Total assets ($B) Participants American Fidelity Companies Employee Savings Plan, Total assets ($B): 0.75063375 · Participants: 3445American Fidelity Companies Employee Savings PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
American Fidelity Companies Employee Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare American Fidelity Companies Employee Savings Plan side-by-side with 3 peers →

American Fidelity Companies Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Giant Eagle Inc Employee Savings Plan in PA ($751M); by covered participants it is Optum Partner Services 401(k) Savings Plan in MN (3,445 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($751M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,445 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 Fidelity Companies Employee Savings Plan assets move in 2023? ▼
American Fidelity Companies Employee Savings Plan grew sharply - up 18.4% during 2023, from $634M to $751M. Reported net income was $117M.
How have American Fidelity Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Fidelity Corporation's sponsor-wide assets declined 8.5%, from $952M to $870M.
Where does American Fidelity Companies Employee Savings Plan rank by assets among Form 5500 filers? ▼
American Fidelity Companies Employee Savings Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to American Fidelity Companies Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Giant Eagle Inc Employee Savings Plan in PA ($751M, 14,056 participants).
Which 401(k) plans cover a similar participant headcount to American Fidelity Companies Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Optum Partner Services 401(k) Savings Plan in MN (3,445 participants, $542M 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 730966202.

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.