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Employer · plans filed under one EIN

American Electric Power Service Corporation

Columbus, OH · Utilities

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$9.22Bnet assets across plans
53,944participant records31,562 active
$176Memployer contributions, latest plan years$5,576 per active record
$18.2MSchedule C compensation to organisations$336.85 per participant record

2 retirement plans with 100 or more participants file Form 5500 under American Electric Power Service Corporation's employer identification number (Columbus, Ohio). Their latest filings total 53,944 participant records and $9.22B in net assets.

The largest is American Electric Power System Retirement Plan, a cash balance pension plan with 32,548 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $176M and participant contributions $186M in the latest plan years; benefits paid were $1.47B. Schedule C compensation reported to service provider organisations totalled $18.2M.

Combined net assets moved from $6.54B in 2009 to $9.22B in 2024 (up 41%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
American Electric Power System Retirement Plancash balance pension plan202432,548$4.00B$122,833$6,223$11.2M
Aep Retirement Savings 401(k) PlanESOP with a 401(k) feature202421,396$5.22B$243,927$4,973$7.0M
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $6.54B2010: $7.07B2011: $7.58B2012: $8.34B2013: $8.95B2014: $9.41B2015: $9.14B2016: $9.39B2017: $4.66B2018: $4.28B2019: $10.6B2020: $11.4B2021: $11.6B2022: $9.10B2023: $9.57B2024: $9.22B$6.54B$11.6B$9.22B20092012201620202024
Combined net assets
2009: 68,0972010: 65,6732011: 64,4972012: 61,5232013: 60,5352014: 60,1962015: 60,1042016: 59,1142017: 22,4612018: 22,4592019: 57,5862020: 56,6732021: 55,4372022: 55,3852023: 55,6062024: 53,94468,09753,94420092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
2024253,944$9.22B$176M$186M
2023255,606$9.57B$86.8M$198M
2022255,385$9.10B$81.1M$187M
2021255,437$11.6B$78.6M$183M
2020256,673$11.4B$80.6M$190M
2019257,586$10.6B$187M$176M
2018122,459$4.28B$71.9M$152M
2017122,461$4.66B$74.3M$170M
2016259,114$9.39B$159M$165M
2015260,104$9.14B$165M$164M
2014260,196$9.41B$69.5M$155M
2013260,535$8.95B$137M$146M
2012261,523$8.34B$288M$143M
2011264,497$7.58B$545M$138M
2010265,673$7.07B$598M$135M
2009268,097$6.54B$72.0M$160M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
J.p.morgan Investment ManagementInvestment advisory (plan); Investment management2$2,138,987
Mellon CapitalInvestment management1$1,370,663
Telus HealthRecordkeeping and information management; Participant communication1$1,353,576
BNY MellonCustodial (other than securities); Custodial (securities); Trustee (bank, trust company, or similar financial institution); Trustee (directed)2$1,242,995
Jennison AssociatesInvestment management1$1,207,718
Polaris Capital ManagementInvestment management1$1,044,845
Sands Capital ManagementInvestment management1$1,024,955
TownsendInvestment management1$947,655
VontobelInvestment management1$938,462
WellingtonInvestment management1$857,909
River & MercantileInvestment management1$850,653
Jennison Associates, LLCInvestment management1$662,133
Wedge Capital ManagementInvestment management1$654,572
Jackson SquareInvestment management1$445,120
Arrowmark PartnersInvestment management; Securities brokerage1$444,342

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

J.p.morgan Investment Management$2.1M
Mellon Capital$1.4M
Telus Health$1.4M
BNY Mellon$1.2M
Jennison Associates$1.2M
Polaris Capital Management$1.0M
Sands Capital Management$1.0M
Townsend$948K

Questions and answers

How many retirement plans does American Electric Power Service Corporation have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: American Electric Power System Retirement Plan and Aep Retirement Savings 401(k) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does American Electric Power Service Corporation contribute to its plans?

$175,984,557 in employer contributions across these plans in their latest plan years, about $5,576 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name J.p.morgan Investment Management, Mellon Capital, Telus Health and BNY Mellon and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.