Profit Sharing · DOL Form 5500 · 2022

Society for Industrial and Applied Mathematics Profit Sharing Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
71
Participants Small participant base
77th
Percentile by assets National rank
$270,807
Avg per participant High balance/head
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Official DOL plan name: Siam 403(b) · Sponsored by Society for Industrial and Applied Mathematics · Pennsylvania · Educational Services

$19M in assets, 71 participants

Society for Industrial and Applied Mathematics's Siam 403(b) reported $19M in total assets and 71 participants in its 2022 DOL Form 5500 filing, ranking in the 77th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,415 in Educational Services (4,024 peers)

Where Siam 403(b) sits by assets

Siam 403(b) sits in the top quartile of all filed plans by assets, $19M for 71 participants (~$270,807/participant), down 14.5% in 2022.

#2,415
in Educational Services (4,024 peers)
-14.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Siam 403(b)'s outsized position by total assets

Siam 403(b) vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$19,227,315 Top 23% higher than 77% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Siam 403(b) among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Siam 403(b) is a small filing (71 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 231496016 · Society for Industrial and Applied Mathematics PY 2022 · Profit Sharing

Siam 403(b) · $19M · 71 · 77th

  • TYPE $19M
  • NET 71
  • BOOK 77th
  • VS-ST Profit Sharing
  • BOY near Ricoh Puerto Rico Savings Plan Rico Savings Plan
  • SCH ind #2415

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Pennsylvania →

Siam 403(b) in the asset neighbourhood

New England Gallery, Inc. Profit Sharing PlanNew England Gallery, Inc. Pr…$19MThomas College DC Retirement PlanThomas College DC Retirement…$19MRicoh Puerto Rico Savings Plan Rico Savings PlanRicoh Puerto Rico Savings Pl…$19MSiam 403(b)$19MAbrasive Technology, Inc. Retirement PlanAbrasive Technology, Inc. Re…$19M
End-of-year total assets ($M) among Siam 403(b) and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN231496016
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Society for Industrial and Applied Mathematics)

Sponsor-wide plan assets over time

All Society for Industrial and Applied Mathematics plans reported in each filing year

Latest sponsor-wide plan assets
$26M 34.10556804213173% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $19.2M $25.8M ▲ +34.1%
Year Plans Participants Total Assets
2022 1 71 $19M
2023 1 74 $23M
2024 1 79 $26M

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Siam 403(b) vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Siam 403(b), Total assets ($B): 0.019227315 · Participants: 71Siam 403(b)Eastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.032358305 · Participants: 8058Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.417850182 · Participants: 14515University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 0.958457322 · Participants: 3904International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.640341222 · Participants: 9017Temple University Health System, Inc. Defined Contribution Retirement PlanSteamfitters Local Union No. 420 Srp, Total assets ($B): 0.58659727 · Participants: 6353Steamfitters Local Union No. 420 Srp
Siam 403(b) vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Siam 403(b) side-by-side with 3 peers →

Siam 403(b)'s out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Ricoh Puerto Rico Savings Plan Rico Savings Plan in PR ($19M); by covered participants it is California Manufacturing Technology Consulting Retirement Plan in CA (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Siam 403(b) assets move in 2022? ▼
Siam 403(b) pulled back noticeably - down 14.5% during 2022, from $22M to $19M. Reported net income was -$3M.
How have Society for Industrial and Applied Mathematics plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Society for Industrial and Applied Mathematics's sponsor-wide assets grew 34.1%, from $19M to $26M.
Where does Siam 403(b) rank by assets among Form 5500 filers? ▼
Siam 403(b) ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Siam 403(b)? ▼
Among Profit Sharing plans in other states, the closest by assets is Ricoh Puerto Rico Savings Plan Rico Savings Plan in PR ($19M, 166 participants).
Which Profit Sharing plans cover a similar participant headcount to Siam 403(b)? ▼
Among Profit Sharing plans in other states, the closest by covered participants is California Manufacturing Technology Consulting Retirement Plan in CA (71 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231496016.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.