401(k) · DOL Form 5500 · 2024
Ameriprise Financial, Inc. 401(k) Plan
Data updated 2026-08-06
- $3.6B
- Total assets
- 9,295
- Participants
- 100th
- Percentile by assets
- $389,513
- Avg per participant
Official DOL plan name: Ameriprise Financial 401(k) Plan · Sponsored by Ameriprise Financial, Inc. · Minnesota · Finance & Insurance
$3.6B in assets, 9,295 participants
Ameriprise Financial, Inc.'s Ameriprise Financial 401(k) Plan reported $3.6B in total assets and 9,295 participants in its 2024 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.
- 100th percentile by assets (of 116,472 plans)
- #8,164 in Finance & Insurance (8,240 peers)
Coverage in Minnesota
Ameriprise Financial 401(k) Plan covers 9,295 participants in Minnesota, 8.0x the typical Minnesota plan (state average ~1,161 per filing). Assets: $3.6B.
- $3.6B
- total plan assets (2024 EOY)
- 9,295
- covered participants
- 100th
- percentile by assets (of 116,472 plans)
- $389,513
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ameriprise Financial 401(k) Plan end-of-year assets rose from $3.2B in the plan year 2023 filing to $3.6B in the plan year 2024 filing.
- Ameriprise Financial 401(k) Plan reported net income fell from $495M in the plan year 2023 filing to $455M in the plan year 2024 filing.
- Ameriprise Financial 401(k) Plan reported participants fell from 9,312 in the plan year 2023 filing to 9,295 in the plan year 2024 filing.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,161 participants across 2,725 plans. Ameriprise Financial 401(k) Plan reports 9,295 participants - 8.0x that state average ($3.6B EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $3.2B |
|---|---|
| Net Assets (End of Year) | $3.6B |
| Net Income | $455M |
| Employer EIN | 133180631 |
| Plan Effective Date | 2005-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ameriprise Financial, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 14,744 | $3.4B |
| 2023 | 2 | 14,543 | $4.1B |
| 2024 | 1 | 9,295 | $3.6B |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Ameriprise Financial 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Scale composition for Ameriprise Financial 401(k) Plan
Ameriprise Financial 401(k) Plan reports $3.6B in end-of-year assets across 9,295 participants (0.031% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.010% of 89,805,449 covered participants) - about $389,513 per participant (2.8x the national average assets-per-participant) . Net income for plan year 2024 was $455M.
This plan identity (EIN 133180631, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.7B to $3.6B (+35.6%) while covered participants moved from 9,092 to 9,295 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,092 | $2.7B | Open filing |
| 2023 | 9,312 | $3.2B | Open filing |
| 2024 · index core | 9,295 | $3.6B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Ameriprise Financial Retirement Plan (Defined Benefit (Pension), $881M, 5,231 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ameriprise Financial 401(k) Plan by total assets, not by location.
- Anheuser-Busch 401(k) Savings and Retirement Plan (MO) $3.6B · 14,148
- Sanford Retirement Savings Plan (ND) $3.6B · 31,958
- Kraft Heinz Savings Plan (PA) $3.6B · 13,335
- Ferguson Enterprises, LLC, 401(k) Retirement Savings Plan (VA) $3.6B · 30,859
Frequently Asked Questions
How did Ameriprise Financial 401(k) Plan assets move in 2024? ▼
How have Ameriprise Financial, Inc. plan assets changed over time? ▼
Where does Ameriprise Financial 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Ameriprise Financial 401(k) Plan? ▼
Next read for Ameriprise Financial 401(k) Plan
Filing takeaways
Ways to act on Ameriprise Financial 401(k) Plan's numbers.
- By total assets, Ameriprise Financial 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Minnesota. Compare plans
- Ameriprise Financial, Inc.'s sponsor-wide assets have grown 6.0% since 2022 across 3 plan years on file. More Finance & Insurance plans