401(k) · DOL Form 5500 · 2024
American Equity Investment Life Holding Company 401(k) Plan
Data updated 2026-08-11
- $153M
- Total assets
- 987
- Participants
- 93rd
- Percentile by assets
- $154,788
- Avg per participant
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.
- 93rd percentile by assets (of 123,622 plans)
- #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.
- $153M
- total plan assets (2024 EOY)
- 987
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $154,788
- avg assets per participant
Where American Equity Investment Profit Sharing and 401(k) Plan sits 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
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.
American Equity Investment Profit Sharing and 401(k) Plan vs the 2024 asset distribution
By assets, American Equity Investment Profit Sharing and 401(k) Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).
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)
| 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.
American Equity Investment Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to American Equity Investment Profit Sharing and 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did American Equity Investment Profit Sharing and 401(k) Plan assets move in 2024? ▼
How have American Equity Investment Life Holding Company plan assets changed over time? ▼
Where does American Equity Investment Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to American Equity Investment Profit Sharing and 401(k) Plan? ▼
Next read for American Equity Investment Profit Sharin…
Scale reading
Ways to act on American Equity Investment Profit Sharing and 401(k) Plan's numbers.
- By total assets, American Equity Investment Profit Sharing and 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Iowa. Compare plans
- American Equity Investment Life Holding Company's sponsor-wide assets have grown 37.0% since 2022 across 3 plan years on file. More Finance & Insurance plans