Money Purchase · DOL Form 5500 · 2022
American Mathematical Society Money Purchase Plan
Data updated 2026-08-11
- $53M
- Total assets
- 171
- Participants
- 88th
- Percentile by assets
- $307,107
- Avg per participant
Official DOL plan name: American Mathematical Society Retirement Plan · Sponsored by American Mathematical Society · Rhode Island · Other Services
$53M in assets, 171 participants
American Mathematical Society's American Mathematical Society Retirement Plan reported $53M in total assets and 171 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 139,126 plans)
- #7,980 in Other Services (8,398 peers)
Coverage in Rhode Island
American Mathematical Society Retirement Plan covers 171 participants in Rhode Island, about 12% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $53M.
- $53M
- total plan assets (2022 EOY)
- 171
- covered participants
- 88th
- percentile by assets (of 139,126 plans)
- $307,107
- avg assets per participant
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Rhode Island filers
In Rhode Island, the average filing covers about 1,449 participants across 434 plans. American Mathematical Society Retirement Plan reports 171 participants - about 12% of that state average ($53M EOY assets).
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | -$9M |
| Employer EIN | 050264797 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Mathematical Society)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 363 | $116M |
| 2023 | 2 | 372 | $129M |
| 2024 | 2 | 390 | $136M |
Nearby Money Purchase Plans in Rhode Island
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
American Mathematical Society Retirement Plan vs. nearby Money Purchase plans in Rhode Island, assets vs. participants
- Rhode Island Laborers Annuity Fund $195M · 8,566
- Plumbers & Pipefitters Local Union #51 Annuity Plan $64M · 1,261
- Rhode Island Sheet Metal Workers Local 17 Annuity Fund $19M · 186
- Ri Shipping Assn Intl Longshoremen's Assn Annuity Fund $17M · 135
- Blackstone Valley Community Health Care Retirement Plan $13M · 218
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to American Mathematical Society Retirement Plan by total assets, not by location.
- Iatse Local 8 Annuity Fund (PA) $53M · 2,640
- University Athletic Association, Inc. Employees' Money Purchase Pension (FL) $53M · 733
- Hawaii Iron Workers' Annuity Plan (HI) $53M · 614
- National Hockey League Officials Pension Plan () $53M · 44
Frequently Asked Questions
How did American Mathematical Society Retirement Plan assets move in 2022? ▼
How have American Mathematical Society plan assets changed over time? ▼
Where does American Mathematical Society Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to American Mathematical Society Retirement Plan? ▼
Next read for American Mathematical Society Retirement…
Filing takeaways
Ways to act on American Mathematical Society Retirement Plan's numbers.
- By total assets, American Mathematical Society Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Rhode Island. Compare plans
- American Mathematical Society's sponsor-wide assets have grown 17.6% since 2022 across 3 plan years on file. More Other Services plans