Defined Benefit (Pension) · DOL Form 5500 · 2024

Ameriprise Financial, Inc. Pension Plan

Data updated 2026-08-25

$922M
Total assets Above avg plan size
4,747
Participants Above avg headcount
98th
Percentile by assets National rank
$194,161
Avg per participant Above avg balance/head
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Official DOL plan name: Ameriprise Financial Retirement Plan · Sponsored by Ameriprise Financial, Inc. · Minnesota · Finance & Insurance

$922M in assets, 4,747 participants

Ameriprise Financial, Inc.'s Ameriprise Financial Retirement Plan reported $922M in total assets and 4,747 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,280 in Finance & Insurance (8,549 peers)

Coverage in Minnesota

Ameriprise Financial Retirement Plan covers 4,747 participants in Minnesota, 4.2x the typical Minnesota plan (state average ~1,126 per filing). Assets: $922M.

#8,280
in Finance & Insurance (8,549 peers)
+4.6%
assets growth YoY
9.2×
vs typical plan assets (national mean)

Ameriprise Financial Retirement Plan's outsized position by total assets

Ameriprise Financial Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$921,683,265 Top 2% higher than 98% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Ameriprise Financial 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. Ameriprise Financial Retirement Plan lands in the large band (4,747 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ameriprise Financial Retirement Plan reported net income fell from $137M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Ameriprise Financial Retirement Plan reported participants fell from 5,231 in the plan year 2023 filing to 4,747 in the plan year 2024 filing.
  • Ameriprise Financial Retirement Plan end-of-year assets rose from $881M in the plan year 2023 filing to $922M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 133180631 · Ameriprise Financial, Inc. PY 2024 · Defined Benefit (Pension)

Ameriprise Financial Retirement Plan · $922M · 4,747 · 98th

  • PCT $922M
  • EIN 4,747
  • RANK 98th
  • PHOTO Defined Benefit (Pension)
  • IND near Suburban Teamsters of Northern Illinois Pension Plan
  • EOY ind #8280

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 Minnesota →

Ameriprise Financial Retirement Plan in the asset neighbourhood

Agere Systems Pension Plan$922MWestern Connecticut Health Network Pension PlanWestern Connecticut Health N…$922MAmeriprise Financial Retirement PlanAmeriprise Financial Retirem…$922MSuburban Teamsters of Northern Illinois Pension PlanSuburban Teamsters of Northe…$922MKeysight Technologies, Inc. Retirement PlanKeysight Technologies, Inc. …$921M
End-of-year total assets ($M) among Ameriprise Financial Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$881M
Net Assets (End of Year)$922M
Net Income$40M
Employer EIN133180631
Plan Effective Date2005-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ameriprise Financial, Inc.)

Sponsor-wide plan assets over time

All Ameriprise Financial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4.5B 33.033594133784206% vs 2022
2024 filing year
$3B$3.5B$4B$4.5B$5B 202220232024 $3.41B $4.54B ▲ +33.1%
Year Plans Participants Total Assets
2022 2 14,744 $3.4B
2023 2 14,543 $4.1B
2024 2 14,042 $4.5B

Nearby Defined Benefit (Pension) Plans in Minnesota

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ameriprise Financial Retirement Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 051015 Total assets ($B) Participants Ameriprise Financial Retirement Plan, Total assets ($B): 0.921683265 · Participants: 4747Ameriprise Financial Retirement PlanMayo Pension Plan, Total assets ($B): 11.816211651 · Participants: 71743Mayo Pension Plan3M Employee Retirement Income Plan, Total assets ($B): 8.87866493 · Participants: 91323M Employee Retirement Income PlanWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.278776602 · Participants: 46875Wells Fargo & Company Cash Balance PlanU.S. Bank Pension Plan, Total assets ($B): 4.38225088 · Participants: 62822U.S. Bank Pension PlanThe Travelers Pension Plan, Total assets ($B): 4.23694343 · Participants: 27237The Travelers Pension Plan
Ameriprise Financial Retirement Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare Ameriprise Financial Retirement Plan side-by-side with 3 peers →

Ameriprise Financial Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Suburban Teamsters of Northern Illinois Pension Plan in IL ($922M); by covered participants it is American Airlines, Inc. Pilot Retirement Benefit Program in TX (4,746 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($922M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,747 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ameriprise Financial Retirement Plan assets move in 2024? ▼
Ameriprise Financial Retirement Plan edged up modestly - up 4.6% during 2024, from $881M to $922M. Reported net income was $40M.
How have Ameriprise Financial, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ameriprise Financial, Inc.'s sponsor-wide assets grew 33.0%, from $3.4B to $4.5B.
Where does Ameriprise Financial Retirement Plan rank by assets among Form 5500 filers? ▼
Ameriprise Financial Retirement Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Ameriprise Financial Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Suburban Teamsters of Northern Illinois Pension Plan in IL ($922M, 3,044 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ameriprise Financial Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is American Airlines, Inc. Pilot Retirement Benefit Program in TX (4,746 participants, $2.7B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133180631.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.