Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

The Amfar 403(b) Retirement Plan

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

Sponsored by The Foundation for Aids Research ยท New York ยท Other Services

What the 2023 filing shows

The Amfar 403(b) Retirement Plan holds $20M for 64 participants - about $316,101 per participant, down 14.6% over the 2022 plan year.

$20M
total plan assets (2022 EOY)
64
covered participants
$316,101
avg assets per participant
-14.6%
assets change YoY

The plan reported a net loss of $3M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$20M
Participants
64
State
Industry
Other Services

What the Filing Says About The Amfar 403(b) Retirement Plan

The Amfar 403(b) Retirement Plan is a Profit Sharing retirement plan sponsored by The Foundation for Aids Research, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $20M in total end-of-year assets and covers 64 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 133163817, and the plan has been effective since 1991-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $24M at the beginning of 2022 to $20M at year-end โ€” a decline of 14.6%. Net assets (after liabilities) closed the year at $20M, with reported net income of $-3,470,002 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 โ€” 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)$24M
Total Assets (End of Year)$20M
Net Assets (End of Year)$20M
Net Income$-3,470,002
Plan TypeProfit Sharing
Employer EIN133163817
Plan Effective Date1991-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Foundation for Aids Research)

Year Plans Participants Total Assets
2022 1 64 $20M
2023 1 62 $23M
2024 1 61 $25M

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Frequently Asked Questions

How much money is in the The Amfar 403(b) Retirement Plan?
As of the 2022 Form 5500 filing, The Amfar 403(b) Retirement Plan holds $20M in total assets with 64 participants. It is sponsored by The Foundation for Aids Research.
What type of plan is The Amfar 403(b) Retirement Plan?
The Amfar 403(b) Retirement Plan is a Profit Sharing plan. It has been effective since 1991-11-01. The plan is filed with the U.S. Department of Labor under EIN 133163817.
Who sponsors the The Amfar 403(b) Retirement Plan?
The Amfar 403(b) Retirement Plan is sponsored by The Foundation for Aids Research, located in New York. The sponsor's EIN is 133163817 and the plan operates in the Other Services industry.
How did The Amfar 403(b) Retirement Plan perform in 2022?
The Amfar 403(b) Retirement Plan declined by 14.6% during 2022, moving from $24M to $20M in total assets. Net income was $-3,470,002.
Where can I find official filings for The Amfar 403(b) Retirement Plan?
Official Form 5500 filings for The Amfar 403(b) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 133163817 or plan name at efast.dol.gov.
How does The Amfar 403(b) Retirement Plan compare to other plans?
You can compare The Amfar 403(b) Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) โ€” original filing retrieval by EIN 133163817.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.