Defined Benefit (Pension) · DOL Form 5500 · 2024
Ameriprise Financial, Inc. Pension Plan
Data updated 2026-08-11
- $922M
- Total assets
- 4,747
- Participants
- 98th
- Percentile by assets
- $194,161
- Avg per participant
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.
- 98th percentile by assets (of 123,622 plans)
- #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.
- $922M
- total plan assets (2024 EOY)
- 4,747
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $194,161
- avg assets per participant
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.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Ameriprise Financial Retirement Plan reports 4,747 participants - 4.2x that state average ($922M EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $881M |
|---|---|
| Net Assets (End of Year) | $922M |
| Net Income | $40M |
| Employer EIN | 133180631 |
| Plan Effective Date | 2005-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ameriprise Financial, Inc.)
| 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
- Mayo Pension Plan $11.8B · 71,743
- 3M Employee Retirement Income Plan $8.9B · 9,132
- Wells Fargo & Company Cash Balance Plan $8.3B · 46,875
- U.S. Bank Pension Plan $4.4B · 62,822
- The Travelers Pension Plan $4.2B · 27,237
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Ameriprise Financial Retirement Plan by total assets, not by location.
- Suburban Teamsters of Northern Illinois Pension Plan (IL) $922M · 3,044
- Keysight Technologies, Inc. Retirement Plan (CA) $921M · 1,776
- Western Connecticut Health Network Pension Plan (CT) $922M · 1,461
- Agere Systems Pension Plan (PA) $922M · 128
Frequently Asked Questions
How did Ameriprise Financial Retirement Plan assets move in 2024? ▼
How have Ameriprise Financial, Inc. plan assets changed over time? ▼
Where does Ameriprise Financial Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Ameriprise Financial Retirement Plan? ▼
Next read for Ameriprise Financial Retirement Plan
Filing takeaways
Ways to act on Ameriprise Financial Retirement Plan's numbers.
- By total assets, Ameriprise Financial Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Minnesota. Compare plans
- Ameriprise Financial, Inc.'s sponsor-wide assets have grown 33.0% since 2022 across 3 plan years on file. More Finance & Insurance plans