The Anerican Institute of Physics Tax Deferred Annuity Plan

Compiled by PlainRetire Editorial, Retirement Plans Editorial Team

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by American Institute of Physics · Maryland · Professional & Technical Services

What the 2023 filing shows

The Anerican Institute of Physics Tax Deferred Annuity Plan holds $62M for 249 participants - about $248,559 per participant, down 13.3% over the 2022 plan year.

$62M
total plan assets (2022 EOY): 249
covered participants: $248,559
avg assets per participant: -13.3%
assets change YoY

The plan reported a net loss of $10M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)

$62M

Participants

249

State

Maryland

Industry

Professional & Technical Services

What the Filing Says About The Anerican Institute of Physics Tax Deferred Annuity Plan

The Anerican Institute of Physics Tax Deferred Annuity Plan is a Money Purchase retirement plan sponsored by American Institute of Physics, headquartered in Maryland. As of the 2022 Form 5500 filing, the plan reports $62M in total end-of-year assets and covers 249 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 131667053, and the plan has been effective since 1971-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $71M at the beginning of 2022 to $62M at year-end — a decline of 13.3%. Net assets (after liabilities) closed the year at $62M, with reported net income of $-9,516,685 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$71M
Total Assets (End of Year)	$62M
Net Assets (End of Year)	$62M
Net Income	$-9,516,685
Plan Type	Money Purchase
Employer EIN	131667053
Plan Effective Date	1971-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (American Institute of Physics)

Year	Plans	Participants	Total Assets
2022	2	528	$180M
2023	2	451	$202M
2024	2	442	$217M

Nearby Money Purchase Plans in Maryland

Peer Money Purchase plans — same state, same plan type — ranked by total assets.

National Electrical Annuity Plan $15.8B · 84,425
The Johns Hopkins University Applied Physics Laboratory Pension Plan a $2.7B · 7,852
Seafarers Money Purchase Pension Plan $155M · 7,644
Defined Contribution Plan for the Employees of the American Institute of Physics $131M · 230
Whiteford, Taylor & Preston Money Purchase Pension Plan and Trust $119M · 280

Compare The Anerican Institute of Physics Tax De… side-by-side with 3 peers →

Related Data

Guides

Frequently Asked Questions

How much money is in the The Anerican Institute of Physics Tax Deferred Annuity Plan? ▼

As of the 2022 Form 5500 filing, The Anerican Institute of Physics Tax Deferred Annuity Plan holds $62M in total assets with 249 participants. It is sponsored by American Institute of Physics.

What type of plan is The Anerican Institute of Physics Tax Deferred Annuity Plan? ▼

The Anerican Institute of Physics Tax Deferred Annuity Plan is a Money Purchase plan. It has been effective since 1971-01-01. The plan is filed with the U.S. Department of Labor under EIN 131667053.

Who sponsors the The Anerican Institute of Physics Tax Deferred Annuity Plan? ▼

The Anerican Institute of Physics Tax Deferred Annuity Plan is sponsored by American Institute of Physics, located in Maryland. The sponsor's EIN is 131667053 and the plan operates in the Professional & Technical Services industry.

How did The Anerican Institute of Physics Tax Deferred Annuity Plan perform in 2022? ▼

The Anerican Institute of Physics Tax Deferred Annuity Plan declined by 13.3% during 2022, moving from $71M to $62M in total assets. Net income was $-9,516,685.

Where can I find official filings for The Anerican Institute of Physics Tax Deferred Annuity Plan? ▼

Official Form 5500 filings for The Anerican Institute of Physics Tax Deferred Annuity Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 131667053 or plan name at efast.dol.gov.

How does The Anerican Institute of Physics Tax Deferred Annuity Plan compare to other plans? ▼

You can compare The Anerican Institute of Physics Tax Deferred Annuity Plan against other Money Purchase plans on the plan type page, or view plans in Maryland on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.