401(k) · DOL Form 5500 · 2024
American Family Mutual Insurance Company, S.I. 401(k) Plan
Data updated 2026-08-25
- $2.2B
- Total assets Very large vs avg
- 12,720
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $172,528
- Avg per participant Above avg balance/head
Official DOL plan name: American Family 401(k) Plan · Sponsored by American Family Mutual Insurance Company, S.I. · Wisconsin · Finance & Insurance
$2.2B in assets, 12,720 participants
American Family Mutual Insurance Company, S.I.'s American Family 401(k) Plan reported $2.2B in total assets and 12,720 participants in its 2024 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.
- #8,422 in Finance & Insurance (8,549 peers)
Coverage in Wisconsin
American Family 401(k) Plan covers 12,720 participants in Wisconsin, 23x the typical Wisconsin plan (state average ~563 per filing). Assets: $2.2B.
- #8,422
- in Finance & Insurance (8,549 peers)
- +9.5%
- assets growth YoY
- 22×
- vs typical plan assets (national mean)
American Family 401(k) Plan's outsized position by total assets
American Family 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,194,556,344 Top 1% higher than 99% 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
American Family 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Family 401(k) Plan is a mega filing (12,720 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- American Family 401(k) Plan reported net income fell from $285M in the plan year 2023 filing to $190M in the plan year 2024 filing.
- American Family 401(k) Plan end-of-year assets rose from $2.0B in the plan year 2023 filing to $2.2B in the plan year 2024 filing.
- American Family 401(k) Plan reported participants fell from 13,277 in the plan year 2023 filing to 12,720 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 390273710 · American Family Mutual Insurance Company, S.I. PY 2024 · 401(k)
American Family 401(k) Plan · $2.2B · 12,720 · 99th
- SCH $2.2B
- EBSA 12,720
- PART 99th
- TYPE 401(k)
- NET near Allegis Group, Inc. Retirement Savings Plan One
- BOOK ind #8422
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 Wisconsin →
American Family 401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $2.0B |
|---|---|
| Net Assets (End of Year) | $2.2B |
| Net Income | $190M |
| Employer EIN | 390273710 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Family Mutual Insurance Company, S.I.)
Sponsor-wide plan assets over time
All American Family Mutual Insurance Company, S.I. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.5B 18.340009346582878% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 25,094 | $2.9B |
| 2023 | 2 | 24,796 | $3.3B |
| 2024 | 2 | 23,752 | $3.5B |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Scale composition for American Family 401(k) Plan
American Family 401(k) Plan reports $2.2B in end-of-year assets across 12,720 participants (0.018% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $172,528 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2024 was $190M.
This plan identity (EIN 390273710, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.7B to $2.2B (+27.6%) while covered participants moved from 13,713 to 12,720 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,713 | $1.7B | Open filing |
| 2023 | 13,277 | $2.0B | Open filing |
| 2024 · index core | 12,720 | $2.2B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- American Family Pension Plan (Defined Benefit (Pension), $1.3B, 11,032 participants)
American Family 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Allegis Group, Inc. Retirement Savings Plan One in MD ($2.2B); by covered participants it is Shell Provident Fund in TX (12,718 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.2B here).
- Allegis Group, Inc. Retirement Savings Plan One (MD) $2.2B · 24,457
- Essentia Health Retirement Plan (MN) $2.2B · 15,695
- Quanta Services, Inc. 401(k) Savings Plan (TX) $2.2B · 37,369
- Air Liquide & Airgas 401(k) Plan (TX) $2.2B · 17,600
Similar participant headcount
Nearest other-state filings by covered participants (12,720 participants); asset peers above are excluded.
- Shell Provident Fund (TX) 12,718 · 2 off
- Saint Luke's 403(b) Plan (MO) 12,722 · 2 off
- Vetcor 401(k) Plan (MA) 12,733 · 13 off
- Acrisure 401(k) Savings Plan (MI) 12,699 · 21 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.