AMERIPRISE FINANCIAL RETIREMENT PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
AMERIPRISE FINANCIAL, INC.
This Other plan holds $881M in total assets and serves 5,231 participants as of 2023. It is sponsored by AMERIPRISE FINANCIAL, INC. in Minnesota. The plan reported positive net income of $137M for the year.
What the Filing Says About AMERIPRISE FINANCIAL RETIREMENT PLAN
AMERIPRISE FINANCIAL RETIREMENT PLAN is a Other retirement plan sponsored by AMERIPRISE FINANCIAL, INC., headquartered in Minnesota. As of the 2023 Form 5500 filing, the plan reports $881M in total end-of-year assets and covers 5,231 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 133180631, and the plan has been effective since 2005-10-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $744M at the beginning of 2023 to $881M at year-end — a gain of 18.4%. Net assets (after liabilities) closed the year at $881M, with reported net income of $137M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $744M |
| Total Assets (End of Year) | $881M |
| Net Assets (End of Year) | $881M |
| Net Income | $137M |
| Plan Type | Other |
| 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 Other Plans in Minnesota
Peer Other plans — same state, same plan type — ranked by total assets.
- MINNESOTA LABORERS PENSION FUND $3.0B · 10,029
- TWIN CITY CARPENTERS AND JOINERS PENSION FUND $1.9B · 6,412
- PIPE TRADES SERVICES MN PENSION PLAN $1.5B · 4,658
- ANDERSEN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN $899M · 11,644
- MINNEAPOLIS RETAIL MEAT CUTTERS AND FOOD HANDLERS PENSION FUND $638M · 1,729
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the AMERIPRISE FINANCIAL RETIREMENT PLAN? ▼
What type of plan is AMERIPRISE FINANCIAL RETIREMENT PLAN? ▼
Who sponsors the AMERIPRISE FINANCIAL RETIREMENT PLAN? ▼
How did AMERIPRISE FINANCIAL RETIREMENT PLAN perform in 2023? ▼
Where can I find official filings for AMERIPRISE FINANCIAL RETIREMENT PLAN? ▼
How does AMERIPRISE FINANCIAL RETIREMENT PLAN compare to other plans? ▼
Explore PlainRetire
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 133180631.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.