401(k) · DOL Form 5500 · 2024
Apollo Management Holdings, LP 401(k) Plan
Data updated 2026-08-25
- $352M
- Total assets Above avg plan size
- 1,862
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $188,778
- Avg per participant Above avg balance/head
Official DOL plan name: Athene Savings & Retirement Plan · Sponsored by Apollo Management Holdings, LP · Iowa · Finance & Insurance
$352M in assets, 1,862 participants
Apollo Management Holdings, LP's Athene Savings & Retirement Plan reported $352M in total assets and 1,862 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #8,009 in Finance & Insurance (8,549 peers)
Coverage in Iowa
Athene Savings & Retirement Plan covers 1,862 participants in Iowa, 3.1x the typical Iowa plan (state average ~609 per filing). Assets: $352M.
- #8,009
- in Finance & Insurance (8,549 peers)
- +19.7%
- assets growth YoY
- 3.5×
- vs typical plan assets (national mean)
Athene Savings & Retirement Plan's outsized position by total assets
Athene Savings & Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$351,504,251 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Athene Savings & Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Athene Savings & Retirement Plan lands in the large band (1,862 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Athene Savings & Retirement Plan end-of-year assets rose from $294M in the plan year 2023 filing to $352M in the plan year 2024 filing.
- Athene Savings & Retirement Plan reported participants rose from 1,633 in the plan year 2023 filing to 1,862 in the plan year 2024 filing.
- Athene Savings & Retirement Plan reported net income rose from $55M in the plan year 2023 filing to $58M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 420175020 · Apollo Management Holdings, LP PY 2024 · 401(k)
Athene Savings & Retirement Plan · $352M · 1,862 · 96th
- 5500 $352M
- ASSETS 1,862
- PCT 96th
- EIN 401(k)
- RANK near Retirement Savings Plan
- PHOTO ind #8009
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 Iowa →
Athene Savings & Retirement Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $294M |
|---|---|
| Net Assets (End of Year) | $352M |
| Net Income | $58M |
| Employer EIN | 420175020 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Apollo Management Holdings, LP)
Sponsor-wide plan assets over time
All Apollo Management Holdings, LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $352M 47.277384838459696% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,311 | $239M |
| 2023 | 1 | 1,633 | $294M |
| 2024 | 1 | 1,862 | $352M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Athene Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Retirement Savings Plan in CT ($352M); by covered participants it is Onpoint Group, LLC 401(k) Plan in OH (1,862 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($352M here).
- Retirement Savings Plan (CT) $352M · 2,342
- Brightspeed 401(k) Savings Plan (NC) $351M · 4,167
- Novozymes North America, Inc. 401(k) Savings Plan (NC) $351M · 1,203
- La-Z-Boy Incorporated Retirement Savings Plan (MI) $351M · 6,446
Similar participant headcount
Nearest other-state filings by covered participants (1,862 participants); asset peers above are excluded.
- Onpoint Group, LLC 401(k) Plan (OH) 1,862 · 0 off
- White Castle 401(k) Retirement Savings Plan (OH) 1,862 · 0 off
- Salas O'brien Retirement Plan (CA) 1,862 · 0 off
- Lush 401(k) Savings Plan (AZ) 1,861 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.