Other · DOL Form 5500 · 2022
American Urological Association Education & Research, Inc. Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 131
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $136,403
- Avg per participant Near avg balance/head
Official DOL plan name: Aua Tax Sheltered Annuity Plan · Sponsored by American Urological Association Education & Research, Inc. · Maryland · Educational Services
$18M in assets, 131 participants
American Urological Association Education & Research, Inc.'s Aua Tax Sheltered Annuity Plan reported $18M in total assets and 131 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- #2,362 in Educational Services (4,024 peers)
Coverage in Maryland
Aua Tax Sheltered Annuity Plan covers 131 participants in Maryland, about 14% of the average Maryland filer (state average ~929 per filing). Assets: $18M.
- #2,362
- in Educational Services (4,024 peers)
- -19.1%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Aua Tax Sheltered Annuity Plan's outsized position by total assets
Aua Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$17,868,795 Top 24% higher than 76% 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
Aua Tax Sheltered 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. Aua Tax Sheltered Annuity Plan sits mid-pack in the medium band (131 participants).
Form 5500 schedule snapshot
Filing strip 430691437 · American Urological Association Education & Research, Inc. PY 2022 · Other
Aua Tax Sheltered Annuity Plan · $18M · 131 · 76th
- 5500 $18M
- ASSETS 131
- PCT 76th
- EIN Other
- RANK near United Association of Plumbers and Pipefitters Local 693 Annuity Fund
- PHOTO ind #2362
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 Maryland →
Aua Tax Sheltered Annuity Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$4M |
| Employer EIN | 430691437 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Urological Association Education & Research, Inc.)
Sponsor-wide plan assets over time
All American Urological Association Education & Research, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 33.090662651983095% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 249 | $34M |
| 2023 | 2 | 254 | $42M |
| 2024 | 2 | 258 | $45M |
Nearby Other Plans in Maryland
Peer Other plans, same state, same plan type, ranked by total assets.
- Johns Hopkins University 403(b) Plan $6.7B · 26,366
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B $2.5B · 8,736
- Medstar Health, Inc. Retirement Savings Plan $2.4B · 30,441
- Howard Hughes Medical Institute Retirement Savings Plan $1.6B · 2,041
- Johns Hopkins Health System Corporation 403(b) Plan $1.2B · 17,244
Aua Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is United Association of Plumbers and Pipefitters Local 693 Annuity Fund in VT ($18M); by covered participants it is Millbrook School Defined Contribution Retirement 403(b) Plan in NY (131 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- United Association of Plumbers and Pipefitters Local 693 Annuity Fund (VT) $18M · 297
- 403(b) Thrift Plan for Graham-Windham Services to Families and Children (NY) $18M · 458
- 403b Thrift Plan of Viability, Inc. (MA) $18M · 466
- 403(b) Thrift Plan of Presbyterian Children S Homes and Services (TX) $18M · 260
Similar participant headcount
Nearest other-state filings by covered participants (131 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.