Allianz Asset Management of America 401(k) match, vesting and fees
What Allianz Asset Management of America's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Wright Ford Young and Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 214 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Allianz Asset Management of America: employer contribution per participant | $11,782 | |
| Peer median | $3,266 |
| Allianz Asset Management of America: average balance | $516,012 | |
| Peer median | $137,177 |
| Allianz Asset Management of America: admin expenses ÷ assets | 0.01% | |
| Peer median | 0.08% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $1.9B at the end of plan year 2023 to $2.4B at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 4,783 | $2.4B | $55.9M | $11,782 | 0.01% | Not published | Form 5500 ↗ |
| 2024 | 4,932 | $2.2B | $53.8M | $10,971 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 5,038 | $1.9B | $59.2M | $11,799 | 0.01% | Not published | Form 5500 ↗ |
Common questions
Does Allianz Asset Management of America match 401(k) contributions?
The match terms for the Allianz Asset Management of America 401(k) Savings and Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $55.9M in employer contributions, about $11,782 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Allianz Asset Management of America 401(k) match vested?
The vesting schedule for the Allianz Asset Management of America 401(k) Savings and Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Allianz Asset Management of America 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Schwab Retirement Plan Services,inc. The plan administrator is Allianz Asset Management of America LLC.
I left Allianz Asset Management of America. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Allianz Asset Management of America LLC, (949) 219-2200) or the recordkeeper, Schwab Retirement Plan Services,inc. The Allianz Asset Management of America old 401(k) page lists the contacts from every plan filing. Find an old Allianz Asset Management of America 401(k)
Data from the public Form 5500 annual reports Allianz Asset Management of America filed with the U.S. Department of Labor (plan years 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Allianz Asset Management of America. Not financial advice. Report a correction · Methodology