American Fidelity 401(k) and pension plans

American Fidelity Corporation, Oklahoma City, OK. EIN 73-0966202. Annual reports 2009–2024.

American Fidelity Corporation has 2 active retirement plans on file. The largest is the American Fidelity Companies Employee Savings Plan, with 4,644 participants and $870 million in assets in 2024. Principal has been its recordkeeper since 2021.

Active plans: 2
Participants: 6,751
Plan assets: $1.2 billion
401(k) recordkeeper: Principal
Plans on file: 2
Industry: Holding companies

All 2 plans

Active plans first

American Fidelity Companies Employee Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 73-0966202
Participants (2024): 4,644
Net assets (2024): $870 million
Recordkeeper: Principal2021–2024
Plan administrator: American Fidelity Corporation
9000 Cameron Parkway
Oklahoma City, OK 73114
(405) 416-8594As filed for 2024
In effect since: July 1, 1985

Earlier plan names: American Fidelity Companies.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,644	$870 million	Principal
2023	4,516	$751 million	Principal
2022	4,396	$634 million	Principal
2021	4,568	$734 million	Principal
2020	4,577	$651 million	not listed
2019	4,368	$540 million	not listed
2018	4,472	$436 million	not listed
2017	4,259	$435 million	not listed
2016	4,008	$350 million	not listed
2015	3,501	$312 million	not listed
2014	3,379	$296 million	not listed
2013	3,185	$274 million	not listed
2012	3,126	$221 million	not listed
2011	2,773	$182 million	not listed
2010	2,722	$177 million	not listed
2009	2,714	$153 million	not listed

Retirement Plan of American Fidelity Group

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2023 plan year.

Plan number: 001Employer EIN 73-0966202
Participants (2023): 2,107
Net assets (2023): $349 million
Last listed administrator: Matrix Financial Solutions2018–2019
Plan administrator: American Fidelity Corporation
P.O. Box 25523
Oklahoma City, OK 73125
(405) 416-8594As filed for 2023
In effect since: July 1, 1961

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	2,107	$349 million	not listed
2022	2,164	$318 million	not listed
2021	2,272	$344 million	not listed
2020	2,421	$338 million	not listed
2019	2,443	$267 million	Matrix Financial Solutions
2018	2,373	$230 million	Matrix Financial Solutions
2017	2,325	$221 million	not listed
2016	2,293	$152 million	not listed
2015	2,204	$138 million	not listed
2014	2,129	$131 million	not listed
2013	2,033	$131 million	not listed
2012	1,999	$114 million	not listed
2011	1,960	$102 million	not listed
2010	1,966	$94.3 million	not listed
2009	2,015	$83.5 million	not listed

If you had money in one of these plans

Call Principal (principal.com), which runs the American Fidelity Companies Employee Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((405) 416-8594). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

American Fidelity Companies Employee Savings Plan

Retirement Plan of American Fidelity Group

If you had money in one of these plans

What these numbers are

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