401(k) · DOL Form 5500 · 2024
American Equity Investment Life Holding Company 401(k) Plan
Data updated 2026-08-25
- $153M
- Total assets Near avg plan size
- 987
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $154,788
- Avg per participant Above avg balance/head
Official DOL plan name: American Equity Investment Profit Sharing and 401(k) Plan · Sponsored by American Equity Investment Life Holding Company · Iowa · Finance & Insurance
$153M in assets, 987 participants
American Equity Investment Life Holding Company's American Equity Investment Profit Sharing and 401(k) Plan reported $153M in total assets and 987 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,607 in Finance & Insurance (8,549 peers)
Where American Equity Investment Profit Sharing and 401(k) Plan sits by assets
American Equity Investment Profit Sharing and 401(k) Plan sits in the top 10% of all filed plans by assets, $153M for 987 participants (~$154,788/participant), up 74.6% in 2024.
- #7,607
- in Finance & Insurance (8,549 peers)
- +74.6%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
American Equity Investment Profit Sharing and 401(k) Plan's outsized position by total assets
American Equity Investment Profit Sharing and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$152,776,044 Top 7% higher than 93% 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 Equity Investment Profit Sharing and 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Equity Investment Profit Sharing and 401(k) Plan sits mid-pack in the medium band (987 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- American Equity Investment Profit Sharing and 401(k) Plan end-of-year assets rose from $88M in the plan year 2023 filing to $153M in the plan year 2024 filing.
- American Equity Investment Profit Sharing and 401(k) Plan reported net income fell from $20M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- American Equity Investment Profit Sharing and 401(k) Plan reported participants rose from 818 in the plan year 2023 filing to 987 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 421447959 · American Equity Investment Life Holding Company PY 2024 · 401(k)
American Equity Investment Profit Sharing and 401(k) Plan · $153M · 987 · 93rd
- EBSA $153M
- PART 987
- TYPE 93rd
- NET 401(k)
- BOOK near Boomi, LP 401(k) Plan
- VS-ST ind #7607
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 →
American Equity Investment Profit Sharing and 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $88M |
|---|---|
| Net Assets (End of Year) | $153M |
| Net Income | $14M |
| Employer EIN | 421447959 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Equity Investment Life Holding Company)
Sponsor-wide plan assets over time
All American Equity Investment Life Holding Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $153M 36.9981444332311% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,492 | $112M |
| 2023 | 3 | 2,387 | $139M |
| 2024 | 1 | 987 | $153M |
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
American Equity Investment Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Boomi, LP 401(k) Plan in PA ($153M); by covered participants it is Sunflower Bank, N.a. Wealth Savings Plan in KS (987 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($153M here).
- Boomi, LP 401(k) Plan (PA) $153M · 863
- Pinehurst Medical Clinic, Inc. 401(k) Profit Sharing Plan (NC) $153M · 806
- Park Place Technologies 401(k) Profit Sharing Plan (OH) $153M · 1,426
- Appfolio, Inc. 401(k) Plan (CA) $153M · 1,521
Similar participant headcount
Nearest other-state filings by covered participants (987 participants); asset peers above are excluded.
- Sunflower Bank, N.a. Wealth Savings Plan (KS) 987 · 0 off
- Sempra Savings Plan (CA) 987 · 0 off
- Spartronics 401(k) Plan (PA) 987 · 0 off
- Cherry Painting Company 401(k) Profit Sharing Plan (TX) 987 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.