American Express Company And Its Participating Subsidiaries — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, American Express Company And Its Participating Subsidiaries (EIN 13-4922250) is a plan sponsor located in New York, NY with 7 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-4922250
Location
New York, NY
Loaded plans
7
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for American Express Company And Its Participating Subsidiaries

  • 7 loaded plans hold $9B in reported assets.
  • The largest, American Express Retirement Savings Plan, holds 87% of this company's reported plan assets.
  • Plans cover 138,075 reported participants.
  • 2 of 7 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.8BSummed across loaded plans$8,775,833,853
Total reported assets$9B$9,042,446,279
Total reported participants138.1K138,075
Total reported liabilities$266.6M$266,612,426

Reported net position

Reported assets = net assets + liabilities (summed)$9B total assets
Net assets$8.8BLiabilities$266.6M
Contributions & income
Employer contributions$265M
Participant contributions$291.6M
Total income / additions$2B
Expenses & distributions
Benefits paid / distributions$535.6M
Total expenses$554.1M
Net increase / (decrease)$1.4B

Data coverage

Plans with financial statements2 / 7 (29%)
Plans with provider compensation2 / 7 (29%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets87%American Express Retirement Savings Plan
Participants per plan19,725Average across loaded plans
Loaded plans7
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 39,869 participants · 2023
  2. 2
    Plan #005 · 17,834 participants · 2023
  3. 3
    American Express Severance Pay Plannot reported in the loaded dataset
    Plan #513 · 26,314 participants · 2023
  4. 4
    American Express Welfare Benefits Plannot reported in the loaded dataset
    Plan #507 · 25,993 participants · 2023
  5. 5
    Plan #521 · 25,828 participants · 2023
  6. 6
    American Express Retiree Welfare Benefits Plannot reported in the loaded dataset
    Plan #525 · 2,226 participants · 2023
  7. 7
    American Express Pilot Supplement Plannot reported in the loaded dataset
    Plan #518 · 11 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for American Express Company And Its Participating Subsidiaries. Open one for its full reported snapshot.

  1. 2023
    American Express Retirement Savings Plan39,869 participants · 2Sch HSch C
    View filing →
  2. 2023
    American Express Retiree Welfare Benefits Plan2,226 participants · 2No schedules
    View filing →
  3. 2023
    American Express Pilot Supplement Plan11 participants · 2No schedules
    View filing →
  4. 2023
    American Express Welfare Benefits Plan25,993 participants · 2No schedules
    View filing →
  5. 2023
    American Express Supplemental Unemployment Benefit Plan25,828 participants · 2No schedules
    View filing →
  6. 2023
    American Express Severance Pay Plan26,314 participants · 2No schedules
    View filing →
  7. 2023
    American Express Retirement Plan17,834 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does American Express Company And Its Participating Subsidiaries report on Form 5500?
American Express Company And Its Participating Subsidiaries (EIN 13-4922250) reports 7 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for American Express Company And Its Participating Subsidiaries?
The Employer Identification Number (EIN) reported for American Express Company And Its Participating Subsidiaries is 13-4922250.
What is the latest Form 5500 filing year for American Express Company And Its Participating Subsidiaries?
The latest loaded Form 5500 filing year for American Express Company And Its Participating Subsidiaries is 2023.

Related Form 5500 pages