Other · DOL Form 5500 · 2022
American Mathematical Society Retirement Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 192
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $330,384
- Avg per participant High balance/head
Official DOL plan name: American Mathematical Society Tax-Deferred Annuity Plan · Sponsored by American Mathematical Society · Rhode Island · Other Services
$63M in assets, 192 participants
American Mathematical Society's American Mathematical Society Tax-Deferred Annuity Plan reported $63M in total assets and 192 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #8,050 in Other Services (8,398 peers)
Coverage in Rhode Island
American Mathematical Society Tax-Deferred Annuity Plan covers 192 participants in Rhode Island, about 13% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $63M.
- #8,050
- in Other Services (8,398 peers)
- -17.1%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
American Mathematical Society Tax-Deferred Annuity Plan's outsized position by total assets
American Mathematical Society Tax-Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$63,433,781 Top 10% higher than 90% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
American Mathematical Society Tax-Deferred Annuity Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Mathematical Society Tax-Deferred Annuity Plan sits mid-pack in the medium band (192 participants).
Published 5500 schedule card
Filing strip 050264797 · American Mathematical Society PY 2022 · Other
American Mathematical Society Tax-Deferred Annuity Plan · $63M · 192 · 90th
- NET $63M
- NET 192
- NET 90th
- NET Other
- NET near Bristol Hospital & Health Care Group 403(b) Plan
- NET ind #8050
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 Other Services retirement plans → · Plans in Rhode Island →
American Mathematical Society Tax-Deferred Annuity Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $77M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | -$13M |
| Employer EIN | 050264797 |
| Plan Effective Date | 1975-06-08 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Mathematical Society)
Sponsor-wide plan assets over time
All American Mathematical Society plans reported in each filing year
- Latest sponsor-wide plan assets
- $136M 17.641270933676843% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 363 | $116M |
| 2023 | 2 | 372 | $129M |
| 2024 | 2 | 390 | $136M |
Nearby Other Plans in Rhode Island
Peer Other plans, same state, same plan type, ranked by total assets.
- Brown University Defined Contribution Legacy Retirement Plan $1.3B · 1,283
- Lifespan Corporation 403(b)Retirement Plan $1.0B · 10,171
- Brown University Defined Contribution Deferred Vesting Retirement Plan $657M · 4,906
- Providence College 403(b) Plan $316M · 949
- Roger Williams University Retirement Plan $297M · 1,769
American Mathematical Society Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Rhode Island, the nearest Other by assets is Bristol Hospital & Health Care Group 403(b) Plan in CT ($63M); by covered participants it is Youth Home, Inc. 403(b) Plan in AR (192 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
- Bristol Hospital & Health Care Group 403(b) Plan (CT) $63M · 1,234
- Oral Roberts University Retirement Plan (OK) $64M · 507
- Convent of the Sacred Heart Plan (CT) $64M · 163
- Stanley Member Stock Bonus Plan (IA) $64M · 982
Similar participant headcount
Nearest other-state filings by covered participants (192 participants); asset peers above are excluded.
- Youth Home, Inc. 403(b) Plan (AR) 192 · 0 off
- Dominican University New York 403(b) DC Plan (NY) 192 · 0 off
- The Lakes Region Mental Health Center, Inc. 403(b) Plan (NH) 192 · 0 off
- Avila University DC Retirement Plan (MO) 192 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.