Money Purchase · DOL Form 5500 · 2022

American Institute of Physics Money Purchase Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
249
Participants Below avg headcount
90th
Percentile by assets National rank
$248,559
Avg per participant Above avg balance/head
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Official DOL plan name: The Anerican Institute of Physics Tax Deferred Annuity Plan · Sponsored by American Institute of Physics · Maryland · Professional & Technical Services

$62M in assets, 249 participants

American Institute of Physics's The Anerican Institute of Physics Tax Deferred Annuity Plan reported $62M in total assets and 249 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.

  • #19,561 in Professional & Technical Services (21,562 peers)

Coverage in Maryland

The Anerican Institute of Physics Tax Deferred Annuity Plan covers 249 participants in Maryland, about 27% of the average Maryland filer (state average ~929 per filing). Assets: $62M.

#19,561
in Professional & Technical Services (21,562 peers)
-13.3%
assets change YoY
0.6×
vs typical plan assets (national mean)

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.

The Anerican Institute of Physics Tax Deferred Annuity Plan's outsized position by total assets

The Anerican Institute of Physics Tax Deferred Annuity Plan vs every filed plan by assets

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

$61,891,167 Top 10% higher than 90% 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

The Anerican Institute of Physics 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. The Anerican Institute of Physics Tax Deferred Annuity Plan sits mid-pack in the medium band (249 participants).

Form 5500 schedule snapshot

Filing strip 131667053 · American Institute of Physics PY 2022 · Money Purchase

The Anerican Institute of Physics Tax Deferred Annuity Plan · $62M · 249 · 90th

  • SCH $62M
  • EBSA 249
  • PART 90th
  • TYPE Money Purchase
  • NET near Minneapolis Operative Plasterers' Retirement Plan
  • BOOK ind #19561

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 Professional & Technical Services retirement plans → · Plans in Maryland →

The Anerican Institute of Physics Tax Deferred Annuity Plan in the asset neighbourhood

Plumbers & Pipefitters Local 152 Retirement AnnuitPlumbers & Pipefitters Local…$63MBrady Funded Retirement Plan$63MPine Crest Preparatory School, Inc. Money Purchase Pension PlanPine Crest Preparatory Schoo…$63MThe Anerican Institute of Physics Tax Deferred Annuity PlanThe Anerican Institute of Ph…$62MMinneapolis Operative Plasterers' Retirement PlanMinneapolis Operative Plaste…$61M
End-of-year total assets ($M) among The Anerican Institute of Physics Tax Deferred Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$62M
Net Income-$10M
Employer EIN131667053
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Institute of Physics)

Sponsor-wide plan assets over time

All American Institute of Physics plans reported in each filing year

Latest sponsor-wide plan assets
$217M 20.402523473472705% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $180M $217M ▲ +20.4%
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.

The Anerican Institute of Physics Tax Deferred Annuity Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants The Anerican Institute of Physics Tax Deferred Annuity Plan, Total assets ($B): 0.061891167 · Participants: 249The Anerican Institute of Physics Tax Deferred Annuity PlanNational Electrical Annuity Plan, Total assets ($B): 13.78381311 · Participants: 80049National Electrical Annuity PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan a, Total assets ($B): 2.510684695 · Participants: 8647The Johns Hopkins University Applied Physics Laboratory Pension Plan aMeba Pension Trust-Money Purchase Benefit Plan, Total assets ($B): 0.230023951 · Participants: 2945Meba Pension Trust-Money Purchase Benefit PlanSeafarers Money Purchase Pension Plan, Total assets ($B): 0.147720152 · Participants: 7557Seafarers Money Purchase Pension PlanDefined Contribution Plan for the Employees of the American Institute of Physics, Total assets ($B): 0.118148768 · Participants: 279Defined Contribution Plan for the Employees of the American Institute of Physics
The Anerican Institute of Physics Tax Deferred Annuity Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants

The Anerican Institute of Physics Tax Deferred Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Maryland, the nearest Money Purchase by assets is Minneapolis Operative Plasterers' Retirement Plan in MN ($61M); by covered participants it is Rowland Hall, Saint Mark's School 403(b) DC Plan in UT (249 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (249 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 The Anerican Institute of Physics Tax Deferred Annuity Plan assets move in 2022? ▼
The Anerican Institute of Physics Tax Deferred Annuity Plan pulled back noticeably - down 13.3% during 2022, from $71M to $62M. Reported net income was -$10M.
How have American Institute of Physics plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Institute of Physics's sponsor-wide assets grew 20.4%, from $180M to $217M.
Where does The Anerican Institute of Physics Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
The Anerican Institute of Physics Tax Deferred Annuity Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to The Anerican Institute of Physics Tax Deferred Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Minneapolis Operative Plasterers' Retirement Plan in MN ($61M, 209 participants).
Which Money Purchase plans cover a similar participant headcount to The Anerican Institute of Physics Tax Deferred Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Rowland Hall, Saint Mark's School 403(b) DC Plan in UT (249 participants, $34M in assets).