Defined Benefit (Pension) · DOL Form 5500 · 2023

American Express Company and Its Participating Subsidiaries Pension Plan

Data updated 2026-08-25

$1.2B
Total assets Very large vs avg
3,664
Participants Above avg headcount
99th
Percentile by assets National rank
$315,406
Avg per participant High balance/head
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Official DOL plan name: American Express Retirement Plan · Sponsored by American Express Company and Its Participating Subsidiaries · New York · Finance & Insurance

$1.2B in assets, 3,664 participants

American Express Company and Its Participating Subsidiaries's American Express Retirement Plan reported $1.2B in total assets and 3,664 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.

  • #8,666 in Finance & Insurance (8,869 peers)

Coverage in New York

American Express Retirement Plan covers 3,664 participants in New York, 4.6x the typical New York plan (state average ~798 per filing). Assets: $1.2B.

#8,666
in Finance & Insurance (8,869 peers)
+13.8%
assets growth YoY
12×
vs typical plan assets (national mean)

American Express Retirement Plan's outsized position by total assets

American Express Retirement Plan vs every filed plan by assets

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

$1,155,647,345 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 Express Retirement 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 Express Retirement Plan lands in the large band (3,664 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Express Retirement Plan reported net income rose from $3M in the plan year 2022 filing to $107M in the plan year 2023 filing.
  • American Express Retirement Plan end-of-year assets rose from $1.0B in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
  • American Express Retirement Plan reported participants fell from 3,915 in the plan year 2022 filing to 3,664 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 134922250 · American Express Company and Its Participating Subsidiaries PY 2023 · Defined Benefit (Pension)

American Express Retirement Plan · $1.2B · 3,664 · 99th

  • EIN $1.2B
  • RANK 3,664
  • PHOTO 99th
  • IND Defined Benefit (Pension)
  • EOY near Alaska Airlines, Inc., Fixed Income Retirement Plan for Pilots
  • 5500 ind #8666

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 New York →

American Express Retirement Plan in the asset neighbourhood

American Express Retirement PlanAmerican Express Retirement …$1.2BAlaska Airlines, Inc., Fixed Income Retirement Plan for PilotsAlaska Airlines, Inc., Fixed…$1.2BEvergy, Inc. Retirement Plan$1.2BProcter & Gamble Master Retirement PlanProcter & Gamble Master Reti…$1.2BChicago Painters and Decorators Pension FundChicago Painters and Decorat…$1.2B
End-of-year total assets ($B) among American Express Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$1.0B
Net Assets (End of Year)$1.1B
Net Income$107M
Employer EIN134922250
Plan Effective Date1985-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Express Company and Its Participating Subsidiaries)

Sponsor-wide plan assets over time

All American Express Company and Its Participating Subsidiaries plans reported in each filing year

Latest sponsor-wide plan assets
$10.2B 34.52637272862938% vs 2022
2024 filing year
$7B$8B$9B$10B$11B 202220232024 $7.56B $10.2B ▲ +34.4%
Year Plans Participants Total Assets
2022 2 25,649 $7.6B
2023 2 30,157 $9.0B
2024 2 28,364 $10.2B

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

American Express Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants American Express Retirement Plan, Total assets ($B): 1.155647345 · Participants: 3664American Express Retirement PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
American Express Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare American Express Retirement Plan side-by-side with 3 peers →

American Express Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Alaska Airlines, Inc., Fixed Income Retirement Plan for Pilots in WA ($1.2B); by covered participants it is Bay Area Painters & Tapers Pension Trust in CA (3,669 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.2B here).

Similar participant headcount

Nearest other-state filings by covered participants (3,664 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 Express Retirement Plan assets move in 2023? ▼
American Express Retirement Plan grew at a solid clip - up 13.8% during 2023, from $1.0B to $1.2B. Reported net income was $107M.
How have American Express Company and Its Participating Subsidiaries plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Express Company and Its Participating Subsidiaries's sponsor-wide assets grew 34.5%, from $7.6B to $10.2B.
Where does American Express Retirement Plan rank by assets among Form 5500 filers? ▼
American Express Retirement 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 Defined Benefit (Pension) plans are similar in size to American Express Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Alaska Airlines, Inc., Fixed Income Retirement Plan for Pilots in WA ($1.2B, 788 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to American Express Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bay Area Painters & Tapers Pension Trust in CA (3,669 participants, $644M 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 134922250.

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.