How big is Ameriprise's plan?

Ameriprise's plan reported $1K in assets and 6 participants for 2023.

Original filing (PDF)20250327131719NAL0035780930001

Ameriprise

Name: Ameriprise — Ameriprise SOCA Benefit Plan, Form 5500 (2023)
Creator: Ameriprise
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ameriprise SOCA Benefit Plan

Health & welfare plan · Ameriprise's Ameriprise SOCA Benefit Plan held $1K in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$444

People on this filing

Matt Appenzeller signed Ameriprise's 2023 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ameriprise's EIN is 87-2684523.

EIN 87-2684523

Plan number 501

Plan year 2023

ACK ID 20250327131719NAL0035780930001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Ameriprise from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Ameriprise's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMERIPRISE.

Finding similar companies…

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

AMERIPRISE

EIN

all filings

Address

100 W OLD WILSON BRIDGE RD · SUITE 100 · COLUMBUS, OH · 43085

Phone

(614) 396-4020

Industry

Mining, Quarrying, Oil & Gas

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-27

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Mining, Quarrying, Oil & Gas plans

Advantage Roofing and Exteriors

Advantage Roofing and Exteriors SOCA Benefit Plan

$2K · 3 participants

Avalon Health Holdings

Avalon Health Holdings SOCA Benefit Plan

$1K · 14 participants

Milton Materials LLC

Milton Materials LLC SOCA Benefit Plan

$1K · 10 participants

Creative Stone

Creative Stone 401(k) Plan

$1K · 8 participants

Bobby Swanson Contruction

Bobby Swanson Contruction GFB Benefit Plan

$2K · 1 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.