Other
2022 plan-year Other DOL Form 5500

American Management Association Savings & Investment Plan

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

Sponsored by American Management Association ยท New York ยท Educational Services

What the 2023 filing shows

American Management Association Savings & Investment Plan holds $61M for 135 participants - about $450,273 per participant, down 23.3% over the 2022 plan year.

$61M
total plan assets (2022 EOY)
135
covered participants
$450,273
avg assets per participant
-23.3%
assets change YoY

The plan reported a net loss of $18M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$61M
Participants
135
State
Industry
Educational Services

What the Filing Says About American Management Association Savings & Investment Plan

American Management Association Savings & Investment Plan is a Other retirement plan sponsored by American Management Association, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $61M in total end-of-year assets and covers 135 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 237259445, and the plan has been effective since 1985-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $79M at the beginning of 2022 to $61M at year-end โ€” a decline of 23.3%. Net assets (after liabilities) closed the year at $61M, with reported net income of $-18,489,813 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)$79M
Total Assets (End of Year)$61M
Net Assets (End of Year)$61M
Net Income$-18,489,813
Plan TypeOther
Employer EIN237259445
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Management Association)

Year Plans Participants Total Assets
2022 1 135 $61M
2023 1 135 $70M
2024 1 128 $76M

Nearby Other Plans in New York

Peer Other plans โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the American Management Association Savings & Investment Plan?
As of the 2022 Form 5500 filing, American Management Association Savings & Investment Plan holds $61M in total assets with 135 participants. It is sponsored by American Management Association.
What type of plan is American Management Association Savings & Investment Plan?
American Management Association Savings & Investment Plan is a Other plan. It has been effective since 1985-07-01. The plan is filed with the U.S. Department of Labor under EIN 237259445.
Who sponsors the American Management Association Savings & Investment Plan?
American Management Association Savings & Investment Plan is sponsored by American Management Association, located in New York. The sponsor's EIN is 237259445 and the plan operates in the Educational Services industry.
How did American Management Association Savings & Investment Plan perform in 2022?
American Management Association Savings & Investment Plan declined by 23.3% during 2022, moving from $79M to $61M in total assets. Net income was $-18,489,813.
Where can I find official filings for American Management Association Savings & Investment Plan?
Official Form 5500 filings for American Management Association Savings & Investment Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 237259445 or plan name at efast.dol.gov.
How does American Management Association Savings & Investment Plan compare to other plans?
You can compare American Management Association Savings & Investment Plan against other Other 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 237259445.

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.