Ameriprise Financial 401(k) and pension plans

Ameriprise Financial, Inc., Minneapolis, MN. EIN 13-3180631. Annual reports 2009–2025.

Ameriprise Financial, Inc. has 2 active retirement plans on file. The largest is the Ameriprise Financial 401(k) Plan, with 11,885 participants and $3.9 billion in assets in 2025. Alight has been its recordkeeper since 2018.

Active plans
2
Participants
20,857
Plan assets
$4.8 billion
401(k) recordkeeper
Alight
Plans on file
2
Industry
Finance and insurance

All 2 plans

Active plans first

Ameriprise Financial 401(k) Plan

401(k) with ESOPActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number
001Employer EIN 13-3180631
Participants (2025)
11,885
Net assets (2025)
$3.9 billion
Recordkeeper
AlightEarlier: Wells Fargo (2010–2017), Wachovia Bank (2009)
Plan administrator
Ameriprise Financial, Inc. Employee Benefits Administration Committee
360 Ameriprise Financial Center
Minneapolis, MN 55474
(612) 671-8617As filed for 2025
In effect since
October 1, 2005
Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
202511,885$3.9 billionAlight
202412,302$3.6 billionAlight
202312,673$3.2 billionAlight
202212,707$2.7 billionAlight
202112,588$3.2 billionAlight
202013,752$2.7 billionAlight
201913,781$2.3 billionAlight
201814,616$1.9 billionAlight
201713,852$2.0 billionWells Fargo
201613,614$1.7 billionWells Fargo
201513,088$1.5 billionWells Fargo
201413,093$1.6 billionWells Fargo
201313,055$1.4 billionWells Fargo
201213,557$1.1 billionWells Fargo
201115,041$967 millionWells Fargo
201014,730$959 millionWells Fargo
200914,635$812 millionWachovia Bank

Ameriprise Financial Retirement Plan

Cash balance pensionActive

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

Plan number
002Employer EIN 13-3180631
Participants (2024)
8,972
Net assets (2024)
$922 million
Administered by
AlightEarlier: Wells Fargo (2009–2016)
Plan administrator
Ameriprise Financial Employee Benefits Administration Committee
360 Ameriprise Financial Center
Minneapolis, MN 55474
(612) 671-8617As filed for 2024
In effect since
October 1, 2005
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20248,972$922 millionAlight
20239,405$881 millionAlight
202210,025$744 millionAlight
202110,508$661 millionAlight
202011,026$805 millionAlight
201912,152$640 millionAlight
201813,011$630 millionAlight
201712,524$630 millionAlight
201612,251$557 millionWells Fargo
201512,066$491 millionWells Fargo
201411,609$449 millionWells Fargo
201311,399$476 millionWells Fargo
201211,520$414 millionWells Fargo
201111,579$341 millionWells Fargo
201011,233$267 millionWells Fargo
200911,033$238 millionWells Fargo

If you had money in one of these plans

  1. Call Alight (alight.com), which runs the Ameriprise Financial 401(k) 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.
  2. Or call the plan administrator listed on the plan below ((612) 671-8617). That number was filed for 2025; ask for the benefits or retirement plan office.
  3. 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

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

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