401(k) Monitor

Aflac Incorporated 401(k) Savings And Profit Sharing Plan

Aflac Incorporated · Columbus, GA · EIN 581167100 · Plan 004 · Form 5500 for plan year 2024

What Aflac put into the plan, per active participant

$7,230

Aflac Incorporated put $7,230 into this plan for each of its 5,776 active participants in plan year 2024. That is the whole employer side, matching money, profit sharing, non-elective and safe-harbor contributions and reallocated forfeitures together, because the Form 5500 reports them on one line, so it is not the match rate.

0 · least per person100 · most per person

Aflac put in more per active participant than 72% of plans with 5,000+ participants in insurance. The middle plan in that group of 98 reported $5,049. Insurance comes from business code 524140, which Aflac Incorporated entered on its own Form 5500. Sponsors pick that code themselves, so a code that does not describe what the employer does ranks the plan against the wrong companies.

What this figure cannot separate: how much Aflac pays, and how much it puts in

This is dollars, not a rate. A Form 5500 carries no payroll, so the figure reflects both how much the employer puts in and how much the employer pays: two plans running the same formula report different amounts when one pays better. Crossing the peer group with industry holds most of that difference still, and none of it disappears.

This is one plan year, not an average. A true-up, a plan merger or a one-off contribution moves a single year on its own.

Source: Form 5500 filing for the plan year ended December 31, 2024, received by the DOL July 23, 2025 · DOL EFAST2

The $7,230 above is the Form 5500 figure for plan year 2024, and it counts every employer dollar on one line. Aflac Incorporated also files a Form 11-K, which states the match formula on its own for plan year 2025: the section below reads $1,980 a year at a $49,500 salary, and the same filing states employer contributions made outside the match. That second figure is what the formula pays one worker on that salary, and not an amount either filing reports. The two figures cover different plan years and measure different things, so neither one is the other one corrected.

What the plan cost, per participant

Not ranked

Schedule H reports a negative administrative expense total for this year, usually a refund or a correction, so there is no cost per participant to rank.

401(k) Monitor Score

Not scored

This filing reports one of the two amounts the score is built from, so it takes none. Schedule H reports a negative administrative expense total for this year, usually a refund or a correction, so there is no cost per participant to rank.

It keeps whichever of the two it does report, above. Nothing is filled in from an average, from another year or from another plan, because a two-part score computed on one part is a different measure wearing the same name.

What the score would read, on a filing that carries both: Where this plan stands against plans of its size and industry on two amounts its Form 5500 reports: employer money in per active person, and plan-paid cost per person. It reads no match formula, no vesting schedule and no fund lineup, because a Form 5500 states none of them.

On this page: the match and vesting terms · what to check next · every figure on the filing · fees itemised · the plans this one is ranked against · service providers

The match and vesting terms, from a Form 11-K

The match formula and the vesting schedule are stated in a Form 11-K, which is filed only by employers whose plan holds company stock. A Form 5500 reports neither.

What Aflac puts in

$1,980

a year, at a $49,500 salary.

The match paragraph, word for word
The first 1% to 4% of participants' compensation contributed may be subject to a percentage matching contribution by the Company. For the year ended December 31, 2025, subject to certain limitations, the Company's matching contribution was 100% of the portion of the participants' contributions, which were not in excess of 4% of the participants' annual cash compensation.

What you contribute to collect all of it

Contribute at least 4% of your pay to collect the full match.

That is $1,980 a year at a $49,500 salary, and it scales with your own.

Vesting score

57.14 out of 100

How fast the employer’s money becomes yours. Higher than 4% of the 253 schedules we have scored.

It measures vesting speed and nothing else. It says nothing about the size of the match, what the plan charges, or the funds inside it.

Vesting scheduleGraded, full at 5 years

Share of the employer's money that is the worker's at hire and at each of the first 6 anniversaries: 0%, 20%, 40%, 60%, 80%, 100%, 100%. The score is the average of those 7 readings.

Vesting, word for word
Participants are 100% vested in their contributions plus investment earnings or losses thereon. Participants become vested in the Company’s matching contributions and nonelective contributions and the related earnings or losses thereon according to the following schedule.

The wait before the match starts and the year-end true-up appear above when the filing states them. Neither is part of the score, and a filing that is silent on one of them is not a plan without it.

The formula, the six-year window and a worked example

What the plan costs, against plans of its size

Not reported

The Form 5500 filing does not report the plan-paid administrative expenses this figure needs.

The match, vesting and eligibility terms above are read from the Form 11-K filed by Aflac Incorporated, whose page states the full formula, the vesting schedule and the sentence behind each one.

What to check next

  • Collecting the whole match

    Aflac’s Form 11-K pays the whole match at 4% of pay, which is $1,980 a year at a $49,500 salary and scales with your own. Your payslip and your Fidelity NetBenefits account both show the rate you set. A rate below 4% collects less than the whole match.

    That Form 11-K covers plan year 2025. The plan’s Summary Plan Description states the terms in force, and the plan administrator must provide it to participants on request.

  • Your own numbers are not on this page

    Every figure here is the whole plan for plan year 2024, taken from one filing and divided by headcounts. Your own contribution rate, your balance and the fees taken from your account are on your recordkeeper’s site, which this filing names as Fidelity NetBenefits. What you may put in during a year is set by the IRS and not by the plan: this year’s limits ↗.

Key figures

From Schedule H of Form 5500 filing 20250723112245NAL0004012769001, plan year 2024.
Total plan assets, end of year$1,064,802,824
Net assets$1,064,802,824
Participants, beginning of year6,929
Of which active5,776
Plan typeSingle employer
Size cohortThe peer group we rank fees against.5,000+ participants
Employer share of the money that went in, plan year 2024The rest came from employees, who put in $44,486,801. The share falls when employees save more, so a plan whose staff contribute heavily reads lower here through no act of the employer. It is printed as a fact and it is not part of the score.48%

Plan-paid administrative expenses

Schedule H reports a negative administrative expense total for this year, usually a refund or correction, so no per-participant cost can be computed.

The plans this one is ranked against

Fees on this page are ranked against the 5,000+ participant cohort, where the median plan pays $54.84 per participant. The sponsor files from Georgia, one of 1,588 plans on file there, at a median of $110.68 per participant. Its business code places the plan in insurance, one of 1,068 on file, which run to a median of $119.27.

Plans of a similar size in Georgia

The plans nearest this one by participant count, out of 80 in its peer group. Cost per participant is each plan’s own Schedule H figure, and a filing that reported no administrative expenses says so instead of showing a zero.
PlanParticipantsCost per participant
Novelis Savings And Retirement PlanNovelis Corp.7,047$155.07
Synovus 401(k) Savings PlanSynovus Financial Corp.6,955$53.37
Southwire Company Hourly 401(k) PlanSouthwire Company, LLC6,697$68.30
Gypsum Management And Supply, Inc. 401(k) Savings PlanGypsum Management And Supply Inc.6,696$45.99

Service providers (Schedule C)

Recordkeeper: Fidelity Investments (as filed: “FIDELITY INVESTMENTS INSTITUTIONAL”)

10,593 plans on file name Fidelity Investments as their recordkeeper, at a median of $97.71 per participant.

Providers from Schedule C, Part 1, Item 2 of filing 20250723112245NAL0004012769001. Direct compensation is paid from plan assets. Amounts in USD.
ProviderService codesDirect comp. ($)Indirect comp. ($)
Fidelity Investments Institutional65, 64, 60, 37-224,8570

Source

DatasetDOL EFAST2 Form 5500 bulk data (FOIA)
Form year2024
Filing ACK_ID20250723112245NAL0004012769001
Dataset last refreshedJuly 28, 2026

Bulk dataset at askebsa.dol.gov ↗ · Look up the filing on EFAST2 ↗

Filings lag by design: a plan can file up to 9½ months after its year ends, so this is the newest data on file. Why filings lag

Cite this page

401(k) Monitor, "Aflac Incorporated 401(k) Savings And Profit Sharing Plan: Form 5500 facts", from DOL EFAST2 filing 20250723112245NAL0004012769001, plan year ended December 31, 2024.